Did you know that April is financial literacy month, as part of this mission - we wanted to discuss what you could do...
Smart Strategies for Your Tax Refund
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Blogs
Investing: What’s In Store for 2024?
The New Year has brought with it new all-time highs for the equity markets. The S&P 500 closed above 5,000 for the...
Financial Planning – The Why Behind the Why
Financial planning provides freedom and flexibility, and it’s critical to have a plan in place to make smart decisions...
The Effects of Investment Fees Over Time
High management fees may rob your retirement accounts and investments' ability to grow. Who's Giving You...
How to talk to your spouse about money
Valentine’s Day is here! (Don’t forget to pick up that last-minute gift!) February is known as a month of love! One...
Where to get started when providing or coordinating care for a loved one
Meta Description Linkedin Most people like to help others, and many people make promises to their loved ones...
What is the FIRE Movement?
Following the FIRE Movement? Seeking financial independence? Want to retire early? Start with this article....
The Concentrated Equity Market Continues
Article by: Brad Eaton Vice President, Investment Services As we head through the final turn and into the home stretch...
Year-End Tax Planning Spotlight: Roth Conversions
Article by: Jeff Chase Vice President, Financial Planning - Wealth Manager As mentioned in one of our previous...
Time to Invest in Gold?
Article by: Brad Eaton Vice President, Investment ServicesDuring a recent investment review meeting, I was asked by...
Does the age of your financial advisor matter?
According to various studies and publications, the average age of financial advisors is somewhere between 51 and 55...
Providing Care for a Loved one – Money is an Emotional Issue
If you are a caregiver or coordinating Care for a loved one, it is easy to get stressed regarding financial decisions....
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