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Financial News & Insights

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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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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]

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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How a Fee-Only Fiduciary Benefits You

As hard (and as long!) as you’ve worked to grow your wealth, attempting to DIY your financial plan may not be the best route. After all, developing strategies and tools to do that can be both daunting and time-consuming. This is where enlisting the help of a financial advisor could make a world of difference.

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Who We Are And How We Can Help

Don’t you wish you could feel unquestionably confident about your finances? You don’t have to look far to find financial advice or so-called proven formulas that promise to bring you financial success. And while there’s plenty of general advice you would be wise to take, your finances don’t exist in a bubble. They are an extension of you, your values, your dreams, and your life circumstances; as such, they deserve a personal touch.

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Common Post-Retirement Risks You Should Be Aware Of

You’re kicking back, margarita in hand, on some undisclosed tropical island, lying in a hammock near the beach. This is the way it’s supposed to be—retirement at its finest. You worked hard for this, and you are going to enjoy it! At least for a while, before retirement bliss is met with some retirement risk realities. Be ready for whatever life throws at you. Here are a few common post-retirement risks and how to prepare for them.

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