Blog
Blog
Are You Covered By These Four Key Insurance Policies?
Published by Daniel Morrison, Wealth Advisor It seems like you can get insurance for just about anything these days. But while it’s a no-brainer to purchase insurance for your car or home, you might be wondering about all those other policies available. Do you need more coverage? Are they necessary? The right insurance tools can help ensure that your assets are protected and your family or business has a more secure future, even if the unexpected happens. So while you shouldn’t run out and get every single type of insurance out there, consider these four types of insurance that are...read the full article
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The Biggest Financial Mistakes I See
Published by Ryan Cooley As a wealth advisor, it is my duty to educate my clients as much as possible so they can avoid financial pitfalls and enjoy the fruits of their wealth. While every client’s situation is unique and treated as such, I have noticed a common thread among my clientele in terms of common financial mistakes I see.
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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality
I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.
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5 Unexpected Threats To Your Retirement Plan
Published by Daniel Morrison, Wealth Advisor Imagine this: you’ve just retired after a fulfilling career and are enjoying the fruits of your labor. You’ve built up a nest egg and have no doubt it will get you through retirement. Fast-forward a handful of years. You’re looking at your accounts, wondering how the balance is decreasing so quickly. Or maybe you’ve run into some expensive life obstacles and are wondering if your earlier confidence was misplaced. Don’t let this image become a reality. Instead, before you retire, arm yourself with information about these little-known and often ignored threats that could cause...read the full article
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We’re Never Too Busy To Help Someone You Care About
Published by Ryan Cooley One of the most prominent roles in a person’s life can be that of a financial advisor who aims to know your goals and dreams and provide trusted counsel. It’s no surprise, then, that it can be incredibly overwhelming to find an advisor you trust and with whom you want to form a long-lasting relationship.
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Should you invest in a Roth or Traditional IRA?
Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.
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What I Wish I Had Known About Money When I Was Younger
Published by Daniel Morrison, Wealth Advisor When I was younger, I had a very simplistic view of money: earn it, spend it, and then do it all over again. It was very black and white. As someone who has been in the financial industry for almost 30 years, I know now that there is so much more to personal finances than the earning-and-spending cycle. There is budgeting, saving, investing, and so many more things I wish I had known about money when I was younger. If I could hop into a time machine and go back to my childhood, this...read the full article
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Our Midyear 2019 Economic Update
Published by Mark Ring, Wealth Advisor At the beginning of the year, we took some educated guesses on what the economy might do in 2019. Now that we’ve arrived at the halfway point of the year, let’s look back and see what actually happened, where we are now, and what that might tell us about the rest of 2019.
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The Progression of Financial Planning Through Every Decade of Your Life
Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.
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How to Buy a Car Without Losing Your Mind (or Your Wallet)
Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.
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