Money Scripts
Wealth Management 01/29/2025

Day-to-day life can become mundane and monotonous. Some days, when following the same routine and interacting with the same people, we can, at times respond to a given situation in a "scripted"..

Keeping Up with the Joneses
Wealth Management 01/22/2025

When your neighbor’s house goes on the market, do you jump on Zillow to check the price? Do you feel the need to replace your old vehicle when everyone you know seems to be upgrading? As a society..

When Should You Start Claiming Your Social Security Benefits?
Personal Planning 01/08/2025

If you want to start a lively discussion among a group of retirement experts, just casually toss out the question, "What's the best age to start taking Social Security?" The reason the answer to..

Managing Your Investments with Your Financial Plan
Wealth Management 01/01/2025

New Year, new goals. What is your big, bold goal for retirement? And what legacy do you want to leave behind? These are some of the key questions one of our advisors might ask when they are getting..

Replace Your Routine with Practice
Personal Planning 01/01/2025

You've probably heard the saying, "If you keep doing the right things, you'll eventually get the results you want." This wise advice applies to situations where you're putting in a lot of effort but..

The Exercise of Gratitude
Financial Wellness 12/25/2024

The holidays can be a difficult time for many people. It’s also a time of thanks and gatherings with family and friends. Harvard Medical School’s research states, "Each holiday season comes with..

Four Big Truths that Can Bring Clarity to Your Investing
Financial Wellness 12/18/2024

Investing can be overwhelming, confusing, exhilarating, and daunting all at the same time. It takes effort, discipline, and even sacrifice to save a significant portion of your income for retirement..

Mankind Was My Business - December Perspective
Perspectives 12/13/2024

I get in trouble a lot. I don’t mean to, it just happens. I write and talk about economic issues because they impact daily life and the welfare of our clients. The “dealings of my trade” are to..

Answering the Question: Where Do We Go From Here?
Personal Planning 12/11/2024

Even as the stock market has continued to recently climb month in and month out, investors are becoming uneasy.1 They worry that inflation will once again run rampant. That the Fed will not cut..