The Opportunity in Change: How Changing Goals Change Financial Plans

During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to …

As Gaming Industry Levels Up, So Does Its Value to Investors

Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.

How to Make Sense of Retirement and Estate Finance

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

The Comprehensive Guide to Estate Planning

An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …

Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you …

Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you …

Do You Know Someone Who Needs Our Help?

Published by Ryan Cooley Life doesn’t slow down for anyone, which often means there is plenty of change to keep up with. And when it comes to your money, two things bring some major change. First, the markets can be confusing and natural cycles of volatility can cause ups and downs in your …

The Easy Way To Get Started On Your Estate Plan

Published by Mark Ring, Wealth Advisor Some tasks are easier to accomplish than others, so naturally these are the ones we choose to tackle first, leaving the more difficult tasks for another day. But there are some tasks that are too important to continually put off again and again. Estate …

5 Steps To Get Your Financial House In Order

Published by Daniel Morrison, Wealth Advisor When you hear the words “budget” or “portfolio review,” do you get excited or do you bury your head in the sand? When it comes to money, we all have different personality types. If you’re like the 4 out of 10 Americans who admit that they prefer …

How to Plan For College and Keep Expenses Down in the Age of the Student Debt Crisis

For most students, experts say it remains financially worth it to go to college, despite rising tuition and opportunity costs in relation to increasing wages for workers holding only a high school diploma. The average rate of return (net gain or loss on college investment across a career) is 14%. 

How Your Employee Benefits Fit into Your Financial Plan

Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it. 

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