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Our Team is Making Waves in the Financial Planning Industry

 

Financial Planning for Those in the Empty Nester Stage

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Life brings about many stages and phases, each with its own set of perks and challenges. Empty nesters experience a wide range of emotions as their children gain their wings and fly, yet through it all they still shoulder some hefty financial burdens. A recent…

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Are You Prepared – Just in Case? Help Your Family with What They Need to Know in Case You Aren’t Able to Tell Them

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It’s not something that many people like to talk about – but will your family know what to do and where to start with important financial information in the event that something happens to you?  It’s not uncommon for an unexpected emergency or death to…

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Protecting the Elderly from Financial Fraud and Exploitation: What You Need to Know

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Financial fraud is the fastest growing form of elder abuse. Financial elder abuse happens when someone illegally or improperly uses a vulnerable senior’s money or other property. With an estimated cost of $3 billion per year, these crimes are difficult to combat because they often…

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What is an Investment Policy Statement and Why Is it Critical to Have One?

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An Investment Policy Statement (IPS) is a written game plan between a client and their investment manager, and it defines how an investment portfolio will be managed. An IPS typically includes details about investment objectives, potential strategies, risk tolerance, asset allocation and time horizon. The…

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Are Your Digital Assets Protected?

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When most people hear the word “assets”, they think of cash, stocks, bonds, real estate and other forms of investments.     However, there is another category of assets which is often overlooked: digital assets. A digital asset is anything that is stored in a digital file. …

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