Are you and your partner on the same page?

Are you and your partner on the same page?

Consider for a moment how the finances are handled in your relationship. It’s pretty common in relationships for only one partner to handle the finances. Maybe it falls to one partner because they are the primary income provider or perhaps it is perceived one partner is uninterested. When it comes to planning for your financial future, are both parties agreeing on the plan, or are you even discussing it? What if the unthinkable happens and through fate or choice your partner is gone…what will your financial future look like if you aren’t part of the financial discussion?

Who Plans For The Planners?

Who Plans For The Planners?

As financial advisors we are always looking at ways to help our clients plan for what might be coming down the road. We love doing this and enjoy the challenge of helping each unique client find financial solutions that work for their unique situation. While we strive to always focus on our clients, from time to time it is important to work on the plans for ourselves as advisors and our firm. It not only helps everyone in our workplace, but also helps our clients in the end. 

How Should You View Market Volatility?

How Should You View Market Volatility?

There is no disputing the last few weeks in the markets have been challenging. Everyone is trying to predict how deep the declines will go and memories of 2008 and “corrections” are forefront on the minds of investors. The news media sensationalizes the market’s performance, but what does the recent volatility mean and how should investors view it?  Most importantly, what does it mean for you?

Is your financial plan ready for year-end?

Is your financial plan ready for year-end?

December sure is a busy month! With all the holiday parties, family events, and career related tasks, it would be easy to forget to check in on your financial plan, but that could be a costly mistake! By taking just a few simple steps, you can save on your tax bill, and take advantage of some great retirement plan opportunities. So, before the year gets away from us, let’s take a look at your Year-End Financial Planning Checklist.