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Don’t Let Emotions Get in the Way of Your Financial Plan
Wealth Management04/03/2024

Taylor Tepper, a financial journalist for Forbes, writes that when the vast majority of us try to trade stocks for short term gain, we do a horrible job. "We sell them when we should buy," he says,...

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First Doesn’t Always Mean Winning
Financial Wellness03/27/2024

According to the American Heritage Idioms Dictionary, William Camden was the first to record the saying, "The early bird gets the worm." He included it in his 1605 edition of English proverbs.1 Its...

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How Do You Plan for a Future You Can't Accurately Predict?
Personal Planning03/20/2024

In 1992 American political scientist Francis Fukuyama published The End of History and the Last Man. This highly regarded book declared that global politics had reached its final stage. Liberal (in...

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Three Reasons Why the 60/40 Allocation can be a Good Starting Point
Wealth Management03/13/2024

Many people have the misconception that the primary goal of investing is to make as much money as you can as fast as you can. Unfortunately, you can't just order up outsized returns like a delivery...

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Considerations for Dipping into Your Emergency Fund
Personal Planning03/06/2024

One of the keys to long-term financial success is organizing your spending through a pre-determined budget. And one of the most important components of a household budget is your emergency fund. The...

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Misconceptions of Retirement
Financial Wellness02/28/2024

Everyone’s road to retirement looks different. Life circumstances, family size, spending habits over your lifetime, can all change everyone’s end goals and retirement dates. Don't be fooled by common...

What are Target Date Funds?
Financial Wellness02/21/2024

Target Date Funds, also referred to as TDFs are a mix of different types of stocks, bonds and other investments in a single solution. All intended to help you prepare for retirement and structured to...

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Love Means Having an Estate Plan
Financial Wellness02/14/2024

Estate Plans are not just for people with “estates”. An estate plan is like a road map for making sure your wishes are carried out when you pass away or are unable to make decisions by yourself. 1...

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Pay Yourself and Reduce Current Taxes by Fully Funding Your Retirement Accounts
Financial Wellness02/07/2024

The federal government has been periodically increasing the contribution limits for individual and workplace retirement accounts over time. Using the incentives of lower or deferred taxes, they are...