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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

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

While the calendar year is a somewhat arbitrary yardstick for measuring progress, we all naturally organize our thoughts this way. With this in mind, we use this space to share a quick snapshot of what happened in the markets and in our Client portfolios during...
Topics: Economy and Investing