Resources

Start the new year off on the right foot with the Personal Finance Checklist that will walk you through action items you can do each month to stay on track of your finances and minimize surprises throughout the year! Download The Personal Finance Checklist

August is Make a Will Month, a time dedicated to strategize for the future. You may have seen in the news that Aretha Franklin's loved ones are still caught in a legal battle due to the existence of multiple wills. The lesson from this situation is clear: creating a...

Enter your info to see if you’re on track! Click the link below to access the investment goal calculator. https://connect.emaplan.com/a1i

One minute you’re tooling down the sidewalk as you scroll through your phone looking for that important text message from yesterday… the next minute, WHAM! You’re broadsided as you absentmindedly step off the curb into the path of Bicycle Messenger Guy. Thank goodness...

Remember the importance of using a budget to manage your finances and achieve your goals; in the spirit of becoming more financially proficient, we'd like to offer some steps you can follow to create or improve your budget: 1.) Determine your income: Calculate all the...

Our firm offers annual tax planning as part of our comprehensive financial planning service. While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you. What is Tax Planning? Tax...

I would like to wish you and your loved ones a very Merry Christmas! May the tangible and intangible gifts of the season warm your heart, and may your family and friends make the celebration exceptionally warm and bright. “For to us a child is born, to us a Son is...

Are you waiting to invest until you have more funds to work with? Don’t wait! The size of your portfolio 20, 30, or 40 years from now won’t reflect the dollar amount you start with today; rather, it will almost entirely rely on the amount of time your money had to...

Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may...

You don’t have to be a math whiz or know how to pick stocks to become savvy about money. Being savvy about money is more about being engaged, understanding what you want and having a plan designed for your life. And it all starts with your experience with your...

Written goals are your road map to financial success. Be specific, simple, and realistic and include time frames and dollar amounts. Have some big goals and some small ones. Include a savings plan and an emergency fund. Pay off high-interest debt and control the...

The death of a spouse is one of the most devastating events of a person’s life. During this difficult time, do not make any major financial decisions right away. Allow yourself time to only deal with the emotions of your loss. Then, get 10 to 20 copies of your...

Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free. This is different than traditional pre-tax funded retirement accounts. Roth IRAs offer many advantages that other traditional retirement accounts don’t. First, you can...

A question we're commonly asked is, "Is it possible to drastically reduce taxes in retirement, or even eliminate them? It’s possible, but you must start planning before you retire. Many people don’t realize that Traditional IRAs and 401(K)s are fully taxed upon...