Welcome, everyone! Grab your favorite beverage (coffee, margarita, etc.), sit back, and relax because you are in for a big story. It’s time to ring in part two of our meet the team blog series, and we couldn’t be more excited. Last time, we spoke with our VP Aaron Terwedo…
Jul
20
Jun
16
Social Security benefits play such an instrumental role in your retirement plan. But with many doomsday news stories about Social Security running out of money, a lot of people have discounted its ability to significantly influence their income plan. Our team knows that when implemented correctly to fit your goals…
Jun
01
Welcome readers! We believe that financial planning is a two-way street. It’s critical that we get to know our clients on a deeply personal level so we can help them make confident and informed decisions about their money. For us, quality financial planning is all about connecting your money with…
May
17
Parenting—there’s nothing quite like it. It’s said that once you’re a parent, you never stop, and in terms of spending, this proverb might just hit the nail on the head. A study, Modern Parenting, by Merrill Lynch and Age Wave found that nearly 75% of parents put their child’s needs…
May
03
Women’s contributions to society are boundless. But even as they continue to trailblaze the labor market and find greater financial power, one critical wildcard remains—longevity. On average, Women earn less than men—about 82 cents to the dollar, according to NBC News. They are more likely to take breaks from their…
Apr
23
Life is full of contradictions, compromises, adjustments, and balancing acts. Retirement is no different. Building a retirement plan that encapsulates your goals and values as well as stands the test of time is a challenging task, one that generally can’t be done without a little bit of risk. Risk in…
Apr
19
There are a number of resources available to consumers who want to research their advisor before moving forward with an engagement. #1: FINRA Broker Check This tool is a that allows you to find out: Whether a firm is registered to sell securities, offer investment advice, or both.…