Author: Cole DeLucas

If you’ve seen your spending and saving habits change during the pandemic, you’re not alone. Although the pandemic has been a shared, global experience, everyone’s individual experience has varied; some individuals experienced shifts that have opened new doors, and some have been forced to re-evaluate...
Topics: Financial Planning

It is no news to anyone that living through a pandemic made people stop in their tracks and reflect on their lives. The challenges we all faced were an abrupt reminder that life is precious and can turn on a dime, and many people made...
Topics: Financial Planning

Being financially responsible is not always an easy task. We encounter financial decisions – like the following – on a regular basis, and it can be difficult to know which path will help us achieve our goals. How do we invest our savings? How much...
Topics: Financial Planning

As financial planners, we are entrusted with one of life’s most precious and delicate subjects, money. And it’s no news to us or to you that discussing money, even with a financial planner, can sometimes be difficult. In fact, according to a 2014 Wells Fargo...
Topics: Financial Planning

Estate planning is a deeply personal process through which we decide how we share our wealth and define our legacy. One of the expressions of these choices is the selection of a beneficiary. Common beneficiaries of an estate plan include spouses, children, or other family...
Topics: Financial Planning

We hear it in political news, in public media, and in personal conversations: the cost of higher education can feel outrageous. And as costs continue to rise, family and students can find themselves wondering, how do we pay for that college degree? To offer some...
Topics: Financial Planning

As you travel along life’s journey, different opportunities can come across your path that require pooling your resources; buying a house, taking your family on vacation, building an emergency fund, or buying a new car. And when you decide to pursue one of these opportunities,...
Topics: Financial Planning