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

Health care costs - premiums, deductibles, copays, and other out-of-pocket expenses – can be unpredictable and add up quickly. As such, it’s important to have an effective health care plan in place, and the IRS offers two strategies that can be taken advantage of: the...
Topics: Financial Planning

With our lives continuing to move further online, never before has so much of our personal information been so widely available. We hope that you’ve taken proper preventative measures to protect your personal information in this reality, and wonder if you’ve taken the same precautions...
Topics: Financial Planning

Super Bowl LIV will see the San Francisco 49ers square off against the Kansas City Chiefs in Miami, Florida on Sunday, February 2.  News outlets of every sort are filled with predictions of winners and point spreads. Sportscasters, meanwhile, endlessly debate the strengths and weaknesses...
Topics: Financial Planning, Yeske Buie Millennial

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

According to the National Retail Federation, more than 165 million people are expected to shop the sales this weekend. With the explosion of retail emails, TV commercials, and paper ads that will inevitably catch your eye this weekend, it can be easy to overspend and...
Topics: Financial Planning

Schwab Alliance is a version of the Schwab.com website that provides secure, on-demand access to important information on your Schwab accounts. Accessible via website or mobile app, Schwab Alliance allows you to monitor your accounts, stay informed of requests and transactions, deposit checks, access account...
Topics: Cybersecurity, Financial Planning