Blog
Read our latest blogs designed to help you navigate your financial life with greater confidence.
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Simplifying the Roles in Your Estate Plan : Power of Attorney, Executor, and Trustee
Estate planning can feel complicated. Wills, trusts, probate, executors, trustees…the list goes on and on. But here’s a trick: You can think of estate planning as nothing more than setting up a system of “buckets” for your financial life. Depending on your specific situation, you may have just one—or many—of these buckets. You’ll need to designate who will…
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Declutter and Simplify
Spring is a time to refresh and renew. It’s a season when many of us feel a strong urge to “spring clean.” We wash our windows and air out our homes, setting the stage for fresh starts and new chapters. Spring cleaning can open our eyes to the excess “stuff” we’ve accumulated. Taking the form…
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Performing an Insurance Checkup
It makes sense that as your income and assets increase, you grow more financially comfortable. That’s a good thing. The more wealth you build, the more freedom you can attain from the day-to-day stress of meeting your expenses and worrying about your financial future. However, greater financial success also comes with greater risk. You have…
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Following the Paper Trail: A Practical Guide to Organizing Important Documents
Storing your legal and financial documents efficiently can help you prepare to meet life’s challenges—from paying bills to filing taxes, enrolling a child in school to estate planning, and everything in between. Understanding what you can discard, which papers you should hold onto (and for how long), and how to organize it all can save you…
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2025 Year-End Tax Planning Opportunities
The 2025 tax year brings significant changes following the passage of the One Big Beautiful Bill Act (OBBBA) in July, a law that makes permanent many of the 2017 Tax Cuts and Jobs Act (TCJA) provisions while introducing new and, in some instances, temporary, deductions. Below is a summary of many tax planning ideas and suggestions to…
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Later is Now
In today’s world, keeping up with our many responsibilities and commitments can feel like a constant juggling act. Our busy lives and full plates make it easy to overlook the necessity of organizing and sharing the details of our most crucial contacts, assets, and documents to loved ones. As we continue to put off this…
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“De-Influencing”: How to Avoid Overspending in a Digital World
As consumers in the digital world, the content that we see on our phones is like a digitally curated universe. Websites, apps, and search engines use our demographics, interests, and behaviors to form a marketing strategy that delivers a personalized algorithm that is most relevant to us to get us to engage. Some people even…
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5 Myths About Managing Money in Retirement
Chances are, you worry about having enough money in retirement to be able to maintain your lifestyle and accomplish the goals you have for yourself, your family and your legacy. Even our wealthiest clients express this concern, not because they are spendthrifts, but because the future is inherently uncertain. Unpredictable variables, including market returns, unexpected…
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A Guide to Planning Financially for Long-term Care
According to a study conducted by the Administration for Community Living in 2020, a 65-year-old has an almost 70% chance of needing some type of long-term care service and support during the rest of their lifetime.[1] How long-term care is administered can vary depending on the person’s needs. For some, it could be receiving extended…
