Financial Planning Checklist: Preparing for Retirement

Author: Mike McGrath 

The idea of waking up late on a Tuesday morning and having nothing to do other than lunch with a friend and/or a long hike sounds like a pipe dream when we are in our 20s and 30s.  If we were smart enough then (or had proper guidance advice), we would have started saving then--at least what little we had left after mortgages, braces, and car repairs.  However, as we move through our mid-40s into our 50s, our unpreparedness feels like Monday evening when we aren’t quite ready for Tuesday morning to arrive.

Read More

Tips for Reading Your Investment Statement

From a big-picture view of your whole portfolio, to a focused look at the individual assets that comprise it, your investment statement offers a wealth of useful information. Here are some things to consider when you’re looking at those numbers.

Read More

Bankrate: Here’s who will benefit the most from the $59 trillion ‘Great Wealth Transfer’?

Author: Elizabeth Cady

When talking about the Baby Boomer generation, sometimes the ‘Great Wealth Transfer’ comes up in the conversation. People wonder how wealth management will change as the holders of massive amounts of wealth change.

Read More

US News & World Report: The Anatomy of a Good Financial Plan

Author: Brad Owen

When talking about finances and investments with my clients, I rely on a fundamental question to help guide the financial planning and investment management process.

Read More

2018 Year-End Tax Planning (webinar)

Author: Erin Voisin 

Read More