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Where to get started when providing or coordinating care for a loved one

Where to get started when providing or coordinating care for a loved one

Feb 9, 2024 | Blogs, Elder Care, Financial Planning, Money Stress, Retirement Plan, Travis Maus

Meta Description Travis Maus Chief Executive Officer, Senior Wealth Manager Linkedin   Most people like to help others, and many people make promises to their loved ones that they will be there for them, to take care of them. But exactly what does that entail?...
What is the FIRE Movement?

What is the FIRE Movement?

Feb 2, 2024 | Blogs, Choosing the right financial planner, Fiduciary, Financial Planning

Following the FIRE Movement? Seeking financial independence? Want to retire early? Start with this article.   Kevin McCarter Financial Planner Connect on Linkedin   Much of the chatter in the financial world is chattering with the word “Fire,”...
Does the age of your financial advisor matter?

Does the age of your financial advisor matter?

Jul 25, 2023 | Blogs, Choosing the right financial planner, Fiduciary, Financial Planning, Questions To Ask Your Financial Advisor Featured Posts, Travis Maus

According to various studies and publications, the average age of financial advisors is somewhere between 51 and 55 years, with 38% expecting to retire in the next ten years. But does the age of your financial advisor really matter? Travis Maus Chief Executive...
Providing Care for a Loved one – Money is an Emotional Issue

Providing Care for a Loved one – Money is an Emotional Issue

Dec 28, 2022 | Blogs, Elder Care, Financial Planning, Investing, Money Stress, Retirement Plan, Travis Maus

If you are a caregiver or coordinating Care for a loved one, it is easy to get stressed regarding financial decisions. Money means different things to different people, and it’s a subject that many find hard to talk about. This makes it very challenging when making...
Investing vs Saving – How Do You Balance Saving for Retirement with Other Savings Goals?

Investing vs Saving – How Do You Balance Saving for Retirement with Other Savings Goals?

Dec 8, 2022 | Blogs, Money Stress, Retirement Plan, Savings Goals

Many wonder how they should balance investing vs saving. This article will help you strike a balance that works for you.  This is a question we hear all the time from our clients, especially those who still have another 20+ years until retirement. The further away...
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