Blog
We strive to instill confidence as you work towards your financial goals. Our job is to guide you through the financial seasons of your life of earning, saving, investing, spending, inheriting and gifting with clarity and direction. Financial planning is not a "one size fits all," which is why we want to understand every facet of every client's situation. We can provide an opinion of the current market, a review of your investments, assessment of insurance needs, recommendation on estate planning, strategies for savings and spending, as well as address specific topics that may be of particular concern to you.
ROTH IRA Conversions – Don’t Rely on the “Rule of Thumb”
If you have ever considered a ROTH conversion you’ve probably heard, and possibly followed, this rule of thumb: If your tax-bracket will be lower during retirement vs now, then a ROTH (and ROTH conversion) is not appropriate, and if...
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The Most Important Reason to Work with a Financial Planning Professional: A Priceless Partnership
Discover the true value of working with a financial planning professional: be prepared for the expected and unexpected, never face financial decisions alone.
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Aging in Place vs. Senior Housing: The Journey of Helping a Loved One Make the Right Choice
Aging in Place vs. Senior Housing: The Journey of Helping a Loved One Make the Right ChoiceHow my family helped our mom stay in her home as long as she wanted….When asked, about 90% of elders will say that they don't want to go...
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This Brunette Prefers Bonds: Finding Love in Mathematical Certainty
Bonds: A math lover's favorite. Learn about bonds- the beauty of math in bond investing!
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First Quarter Market Update Letter
Of all my travels, the destination that ranks near the top of my list is Iceland, the land of fire and ice. The country’s landscape and geologic wonders transport visitors to an otherworldly realm where...
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Fourth Quarter Market Update Letter
From Covid, to weather events, to inflation, to the markets, the past year was painful on many fronts even for those who thought they were protecting themselves. It seems that no matter what precautions were taken to remain...
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Third Quarter Market Update Letter
Malocchio: The Italian “Evil Eye”My father, an Italian American psychiatrist, would often impart curious pronouncements to his eight children which ranged from the brilliance of Enzo Ferrari after WW2 to the health benefits...
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Second Quarter Market Update Letter
“Thank you, sir, may I have another?”This famous line from Kevin Bacon’s character Chip on the 1978 film AnimalHouse comes to mind as we watched investors get spanked by the Fed with therecent series of hikes in the...
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