Financial Strategies

College-bound children or grandchildren?

October 3rd, 2023 | Financial Strategies

Navigating Educational Dreams You’ve encouraged your young ones to excel academically since they first picked up a crayon, so it’s tough to rain on their parade by discussing finances as they weigh their college options. Whether you’re welcoming a new baby into your family, or watching your children/grandchildren embark on their high school years, it’s […]

Is your coverage aligned with your needs?

October 3rd, 2023 | Financial Strategies

More Valuable Than Beanie Babies: The WHO, WHAT, and WHY of a Life Insurance Review Life insurance. At times, it can feel like one of those collectibles stashed in your attic. You believe you have it. You purchased it (but you might not remember when, why, or from who.) But its exact whereabouts – and […]

The ABCs of Rising Interest Rates

October 3rd, 2023 | Financial Strategies

The Federal Reserve raised interest rates by a quarter point in July. This is the eleventh increase in a series of rate hikes, and it brings the federal funds rate to its highest level since 2001. The Fed is raising interest rates in an effort to combat inflation, which is currently circling around 3%. The […]

Mastering Your Money Mind: How to Outsmart Your Brain and Build a Solid Financial Future

September 13th, 2023 | Financial Strategies

When it comes to money, we are usually our own worst enemy. We spend too much when we should be saving. We get cautious when we should take risk. Blame your brain. Dr. Daniel Crosby, a behavioral finance expert, explains that our human brains were programmed for fight or flight. This makes decisions about money […]

Navigating the Transition: What You Need to Know if You’re Planning to Sell Your Business in the Next 5 Years

September 13th, 2023 | Financial Strategies

Business ownership is a journey that often spans decades, filled with challenges, growth, and achievements. You may have built your business from the ground up or perhaps it was started a generation ago by your grandparents. Regardless of how, chances are it’s your single largest asset and therefore any decisions you make are significant. Whether […]

Longevity Planning: Your Roadmap to a Life of Purpose

September 13th, 2023 | Financial Strategies

Remember that feeling of love and care you had for your car? You meticulously washed it, pampered it, and gave it the attention it deserved. After all, you knew that neglecting regular oil changes and maintenance would drastically shorten its lifespan. But let’s pause for a moment and ask ourselves an important question: If we […]

Crafting Your Retirement Tale: Personalized Wealth Strategies for the Golden Years

September 13th, 2023 | Financial Strategies

A goal without a plan is just a wish. When it comes to your retirement, you don’t deserve financial security, you deserve a well-defined strategy that aligns with your goals for the future. The truth is, you deserve to retire your way, and that requires a blueprint that is in alignment with your aspirations for […]

What is Wealth Management and How Can It Transform Your Future?

June 17th, 2022 | Financial Strategies