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Financial News & Insights

How Much Risk Is Too Much in Your Portfolio? Thumbnail

How Much Risk Is Too Much in Your Portfolio?

From a global pandemic to increasing inflation to political headlines to international unrest, it’s no surprise we have seen increased market volatility over the last couple years. And when it feels like our world is spinning out of control, it’s tempting to panic, especially when it comes to our finances. After all, human beings are naturally averse to loss, and the pain of losing is more powerful than the potential to achieve gains.

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Why I Work With Surviving Spouses Thumbnail

Why I Work With Surviving Spouses

Creating a new future after loss is one of the most challenging parts of life, and the last thing you want to think about is what to do with your finances. For the past 30 years, I have been working with surviving spouses to handle the settlement of their spouse’s estate and help them move forward on their own. I feel honored to be a support system my clients rely on to navigate such a trying time.

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3 Key Steps to Take Within 5 Years of Retirement Thumbnail

3 Key Steps to Take Within 5 Years of Retirement

After decades of working and saving (and working and saving some more), you wake up one day and realize you are only 5 years away from your target retirement date. But even though you’re getting closer to your much-anticipated golden years, this is not the time to turn on cruise control. Don’t just count down the days until you pack up your office for good; rather, decide to finish the race stronger than you started. Now is the time to determine if you’re on track, build a cash reserve, and educate yourself on the ins and outs of retirement.

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5 Important Financial Actions to Take Before the End of the Year Thumbnail

5 Important Financial Actions to Take Before the End of the Year

2021 came with a lot of hopes—mainly hope that the pandemic would end and life would go back to normal. But as the past year has shown us, uncertainty can extend far beyond 2020. Concerns about inflation, potential tax changes, and new COVID variants have many people wondering if next year will be any better. Although these are valid concerns, when it comes to your personal finances, 2022 does not have to follow in the same footsteps as the last two years. There are many ways to take back control of your finances and set yourself up for a successful future. Make sure all your bases are covered before the end of the year with these 5 tips.

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How To Get The Most Out Of Your Client Portal [Video] Thumbnail

How To Get The Most Out Of Your Client Portal [Video]

Our robust eMoney client portal is an incredible resource to help you see your entire financial picture in one place, store important documents, run reports, track spending, and more. I created a short video to show you how to access it, how it works, and how to take advantage of it. Check it out now!

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