Tag Archives | Wealth Management

Unhook Yourself!

Have you ever heard the phrase less is more? When it comes to “stuff” I’m really beginning to learn this lesson. It’s taken a while but I’m finally getting it. When I look around my house, I have to ask myself… where did all this stuff come from? How have I accumulated so much “stuff”? […]

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money and savings

Roll It, Ignore It or Grow It?

You work hard for your money! If you are like many people, you won’t work for just one company for 30 plus years. Employment trends tell us that people new to the job market will change jobs at least seven times during their working career. Seven times or more – WOW! In addition to a […]

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Retirement Anxiety 3

Is retirement a source of anxiety for you?

How do you feel when you hear the word “retirement”? Do you feel comfortable knowing your future is taken care of?  Or, do you feel anxious because you’re not sure? If you are someone who feels anxious, you are not alone. In Franklin Templeton’s new survey it shows how many of us really do have […]

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financially fit 2

Get $ Fit Challenge – April

Financial Literacy Where do you turn to learn more about financial topics? April is financial literacy month. Our Get $ Fit Challenge for April is in keeping with this theme.  There are many great resources available today to help educate us on everything financial. The most obvious is the internet. The challenge with the web is that […]

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Homerun Hitter

Home Run Hitter

When was the last time you hit a home run?  Welcome to the first in a series on market basics. Many of you know I’m more of a football fan than a baseball fan. However spring is in the air so I couldn’t help but be drawn to a baseball analogy to illustrate a timely […]

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wax on wax off2

Don’t Be Boring!

 Don’t be boring. Words to live by.  At least they are in the blog world. Blogging is a great way to learn from industry experts, stay abreast of current thought leaders and identify new trends. As you may already know there are blogs out there in the blogosphere about every subject imaginable. You guessed it… there are even blogs […]

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Holding Hands with Elderly Patient

Long Term Care Insurance – Is it Right For You?

Sara and I are finding that we are having more and more conversations with clients in regard to Long Term Care planning. Many of our clients are caring for aging parents and recognizing the challenges this creates for families.  The baby boomer generation has brought with it a unique set of challenges. Greater numbers of […]

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key retirement benefits

4 Key Benefits for Establishing a Small Business Retirement Plan

Are you a small business owner? Have you  considered establishing a retirement plan for yourself as well as your employees? Or maybe you work for a small business and would like to encourage the owner to establish a retirement plan. Here are 4 key benefits that make the case for establishing a retirement plan for your business. […]

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Legacy Planning – Give it YOUR way!

Legacy planning is a big part of the financial planning process. We help families develop strategies for taking care of the next generation in many different ways. We often ask clients, “What’s the purpose of your money?” Some family legacies are about money some are about memories and some are fortunate enough to be both. […]

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Ladies Only Event – Take Charge of Your Financial Future

Ladies Only – The Complete Financial Management Workshop Ladies take charge of your finances today. Build a brighter financial future. 4 Week Ladies Only Workshop  Monday’s 6:30 – 8:30 p.m. Beginning Sept 17, 2012 (Last session is Monday Oct 8, 2012) With so much financial information available — and so many financial options — it’s easy […]

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