How We Can Help

Do you have any of the following concerns?

  • Having enough money to last through retirement
  • Funding education for children or grandchildren
  • Minimizing taxes so that you keep more of your income
  • Leaving more of your assets to your heirs or charity
  • Being able to handle a crisis such as a serious injury, layoff, or market turndown
  • Making sure family members and heirs are taken care of in the event of a premature death


Market Volatility and Your Investing Strategy: Should You Stay the Course?

It has been a very difficult couple of weeks in the financial markets. Stock markets worldwide have dropped sharply on the spread of the coronavirus pandemic. Worse, the shutdowns of large parts of the economy as a risk control measure may lead to further declines. With your portfolios down, and with the headlines screaming more risk, what should you do as an investor?

The Triple Tax Benefits of Health Savings Accounts

When planning for retirement, most Americans think mainly about using tax-advantaged savings vehicles like 401(k) or individual retirement accounts, while failing to consider the triple tax advantages associated with saving for future health care costs using a health savings account, or HSA.

A Valentine's Day Couple - Susanna and Jason

Financial planning tips to help reduce conflict at home.

Ozzy, Parkinson’s & Elder Care Planning

Tips to tackle the difficult conversations and how to create a planning team.

Goodbye 2010s, Hello 2020s

2019 is a wrap, and we're into a new decade. How did 2019 end up, and what do we need to know going forward?

Retirement Savings: Do Yours Measure Up?

When envisioning retirement, you may picture living in tropical climates, traveling and sightseeing at leisure, or doing whatever suits you on any given day. Regardless of your age or circumstance, it might surprise you to learn that a “lifestyle plan” is an important part of retirement planning.

Ten Year-End Tax Tips for 2019

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

The Public Wi-Fi Conundrum: Convenient to Use but Easy to Hack

In today’s world, we are more connected than ever. Smartphones, tablets, and laptops allow us to communicate with others easily and at all times. But that communication requires an Internet connection—and not all options are created equal.

A 7-Point Checklist for Your Estate Plan

When it comes to estate planning, executing your will and other estate documents is only the first step. To help ensure that your estate plan stays in tune with your goals and needs, it’s important to review and update it on an ongoing basis. Working with your financial advisor and attorney, use this checklist as a starting point to keep your estate plan in good shape.