Target Date Mutual Funds

The Truth About 401k Target-Date Funds

Many individuals investing on their own are now using target-date funds in their 401ks. Target-date funds generally have an asset allocation (stocks, bonds and cash) based on your expected retirement date with the expectation that risk is lowered as you…

Spending More Time on Things You Enjoy

Now that I have two daughters under the age of 3, I don’t get out to the golf course very often.  Let’s just say there have not been a plethora of great shots recently. As I was reflecting on one…

Tough Topics to Discuss Before Tying the Knot

Throughout your relationship together, you have learned a lot about each other. You know the things you both enjoy and the things you do n’t, but have you ever taken the time to get to know each other financially? Doing a…

10 Smart Money Saving Tips!

When people think of saving money, they initially think they need to cut something they enjoy.  Instead, people should think about spending more wisely. We’ve compiled a list of cost savings ideas with little impact on your lifestyle.  The long…

5 Steps to Pay off Credit Card Debt

As financial advisors, we typically focus on building and managing wealth.  However, it’s also important to point out impediments to building wealth and financial security, like consumer debt. While low interest debt can be a useful tool and offer benefits…

Social Security Bubble Single

When Should I Take Social Security?

Deciding when to take Social Security benefits is unique because of the way the benefits may be taxed. There is a formula that the IRS requires Social Security recipients to use to determine if any of their benefits are subject…

Five Topics to Discuss Before Saying I Do

There are a number of different questions engaged couples need to ask themselves before tying the knot, and most of them can be answered in less time than it takes to say “I do”. As recently engaged couples get caught…

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We break down some of the most important questions we are asked on a regular basis.

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