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Financial Tips

Three Financial Goals to Accomplish in 2018
January 8, 2018

The new year has arrived, and many of you probably made some resolutions to accomplish certain changes in your life. As your financial advisors, we of course hope that you considered your finances when planning for those changes. Whether you know your situation needs a bit of work, or you’re…

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The Time is Now to Think About Charitable Contributions
December 11, 2017

As December gets underway, you might be feeling both joyful and generous. Charitable organizations know this, and ramp up their solicitations at this time of year. Giving to charity can feel good and make a difference in the world, but it can also make a difference toward your tax liability…

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What is Index Investing and is It Effective?
October 16, 2017

Growing one’s assets is a pretty common goal, and yet, there are an infinite number of ways to accomplish that goal. What works for one person might not be exactly right for another, so it’s important to understand your options and choose a strategy that makes sense to you personally….

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How to Deal With All of Those Bank Fees
September 19, 2017

Do you ever look at those bank statements that arrive by email or snail mail? If you’re like a lot of people, your inbox is full or you have a stack of unopened mail on your desk. But if you aren’t scrutinizing your bank statements, you could be one of…

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Sharing Financial Knowledge With Your Adult Children
September 5, 2017

Your days of PTO meetings, ballet recitals, and helping with science fair projects might be over, but does that mean you’re “done” raising your children, even if they’re in college or already graduated? Well, as we all know, you are never really finished sharing your knowledge and experience with your…

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