As we kick off 2022, many of us likely have decided on a few financial New Year’s resolutions. Starting the year off on the right foot is important to accomplish your 2022 financial goals. Here are a few ideas to consider when planning for the year ahead.
Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
2020 is a year we’ll all remember though in many ways we want to forget it.
Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.
Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
2020 is a year we’ll all remember though in many ways we want to forget it.
Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.
May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.
On December 29th, 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was officially signed into law. The act includes 90+ provisions designed to help savers and people in or near retirement. Here are 8 key changes from the act.
As a financial advisor for the past 28 years, I’ve been asked about real estate hundreds of times. Every type of real estate carries pros and cons, risks and rewards.
Tech support scams and phishing attacks are becoming increasingly sophisticated, making it crucial to stay vigilant. A recent incident involving a family friend highlights how easily fraudsters can gain remote access to a victim’s computer, install malware, and steal sensitive information. Read more to learn what to do if someone you know is compromised and discover actions to take to help stay secure online.
With farm ground prices near all-time highs, higher borrowing costs, and tight margins, this tax deduction should be considered when purchasing a farm property or inheriting one.
