At this point we are several weeks removed from the 2024 U.S. presidential election. Since election night I have been observing the reaction to the election results and as you can imagine, one side is super excited and the other not so much. Is so prevalent within our culture that CNBC reported recently that if ...
In the beautiful and thrilling setting of Acapulco, Mexico, cliff divers leap from dizzying heights into the ocean below, creating breathtaking performances of courage and precision. With their practiced eyes and deep knowledge of the cliffs, currents, and tides, these divers know exactly when to jump. They understand that each leap demands the right conditions ...
Tune in to hear a recap of our heavily attended Fall 2024 Seminar. Jim speaks about our building progress, our open house, the importance of a fiduciary, and sheds some perspective on how things have progressed over the years. Nathan discusses a review of 2024 thus far and shares some details on what we've done ...
As financial advisors, we understand that estate planning is one of the most personal and significant decisions you will make. Many people assume that dividing assets equally among beneficiaries is the fairest way to distribute their estate. While this approach may seem straightforward, it often overlooks key considerations—especially when it comes to taxes and the ...
Saving more each month is a common goal many of us strive for. Whether you’re preparing for a comfortable retirement, building an emergency fund, or simply aiming to increase your financial security, small changes in your habits can have a big impact over time. Here are some practical and effective ways to help you save ...
Retirement is a significant milestone that brings with it the promise of relaxation, leisure, and the freedom to pursue passions you might have set aside during your working years. However, for many retirees, the idea of living without a steady paycheck can cause anxiety about finances. As your trusted advisors, we’re here to help you ...
In light of the recent breach involving Social Security numbers, we want to address some important concerns and provide guidance on how you can protect yourself and your financial well-being. The security of your personal and financial information is always a top priority for us. While such breaches are unfortunately becoming more common, there are ...
When a loved one receives a terminal illness diagnosis, the emotional and physical toll can be overwhelming. During this challenging time, addressing financial matters may be the last thing on your mind. However, having a solid financial plan can provide peace of mind and allow you to focus on spending precious time together. Here are ...
Cryptocurrencies have taken the world by storm, offering new opportunities for investment and innovation. However, with these opportunities come risks, particularly the risk of scams. As your trusted financial advisors, we want to ensure you're well-informed and protected. Here are some common cryptocurrency scams to watch out for: 1. Phishing Scams Phishing scams are as ...
In today's digital age, scams are becoming increasingly sophisticated, targeting individuals of all ages and financial backgrounds. As your trusted financial advisors, we want to ensure you have the knowledge to protect yourself and your finances. Here are some key tips to help you spot a scam and safeguard your hard-earned money. Common Signs of ...