Blog

Smart Strategies for Your Family’s Education Goals

Did you know the average cost of a four-year college education today can exceed $60,000—and that’s just for in-state tuition?...

Reviewing Your Insurance Policies in the New Year: Lessons from California’s Wildfires

As we kick off the new year, it’s a great time to review and reassess essential aspects of your financial...

Legacy Planning – Conversations You Should Be Having With Your Family Members this Holiday Season

Chestnuts roasting by the open fire, endless sweet treats, and peppermint hot chocolate during a snowy evening set the scene...

Long-Range Financial Planning – Re-evaluating/re-vamping lifsetyle goals

Life has a way of surprising us with twists and turns—whether it’s marriage, the birth of a child, a sudden...

Markets in an election year – how to stay calm during the turbulence

Have you had too much coffee, or are you suffering from election-year jitters? You’re not alone. Like clockwork, the presidential...

Should You Buy a Home When Mortgage Rates Are High?

Mortgage rates impact your payment. The higher the rate, the less affordable homes become. Should you buy when mortgage rates...

3 Critical Areas Where Financial Advisors Can Simplify Your Financial Life

Navigating the financial landscape can be daunting for new prospects just starting their journey in the financial world. Then, when...

Tax Law Changes and TCJA 2025 Sunset

Significant estate and income tax changes are on the horizon. The 2018 Tax Cuts and Jobs Act (TCJA) created many...

Restricted Stock Units (RSUs) and Tax Planning

Restricted stock units (or RSUs) have the potential to help you build significant net worth over time, but they require...