Map Your Financial Future
We live in a world that likes to make models. We’re obsessed with economists modeling what inflation may be, how weather patterns will...
top of page
Jul 23, 2021
Estate Planning for Your Digital Assets
A growing concern for those managing the process of closing an estate is figuring out where deceased actively maintained accounts and...
Jul 23, 2021
Is real estate a good investment?
With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?” Real estate can...
Jul 23, 2021
Elder financial abuse help links
Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse,...
Jul 23, 2021
Is my 401(k) or 403(b) the best place to invest?
You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be...
Jul 23, 2021
What is financial planning?
I’ve been thinking a lot recently about financial planning. Now, you’re probably thinking something along the lines of, “As a financial...
Jul 23, 2021
Can CostCo help you beat inflation?
Wow! I don’t get to the fast food drive-through as much anymore, but on a recent trip I veered off the highway for a pit stop and bite....
Jul 23, 2021
Why invest in stocks?
I get the feeling that for many investors who have been on the sidelines though the latest market volatility there has been an “I told...
Jul 23, 2021
A Worthwhile Financial Markets Diagnosis
Sometimes I find the best people to relate with about the markets are the ones I least expect. In fact, sometimes hearing economists...
Jul 23, 2021
My Financial Plan is Due Tomorrow
It’s interesting how much a deadline can ramp up activity. As the football season approaches, it seems as though there is finally...
bottom of page