Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
Published by Mark Ring, Wealth Advisor It’s often said that the key to a successful relationship is communication. But when it comes to uncomfortable topics, we tend to avoid rather than confront. Can you relate? If you find yourself avoiding the topic of finances with your significant othe …
I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.
Have you thought about your legacy? We highly recommend that you appoint a trusted family member or friend as your power of attorney (POA), giving them the ability to help with your financial or health needs, should an unfortunate event occur in your life.
Published by Daniel Morrison, Wealth Advisor Do you have a 401(k)? Maybe a better question is: Do you know how your 401(k) works? If you’re like 63% of Americans, this common retirement plan completely confuses you. (1) But don’t go sticking your head in the sand! Your retirement and how yo …
When thinking about money – do you feel stressed, tense, controlling, confused, like you have an abundance of it or a lack thereof? If you relate to any of these questions, you have an unhealthy relationship with your money.
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 …
