The Powerball jackpot is climbing to over a billion dollars – fueled by the dreams of many people, like you, who think, “What if?” Odds are no one reading this will end up as the winner of the jackpot this week. But some of you may be wondering what to do with a smaller windfall, […]

You’ve heard of a bucket list? Maybe you’ve even started one, with entries such as: Retire to the beach Travel the world Help your grandchildren through college Now add: Manage your finances By consulting a professional wealth advisor, our clients have been able to balance their bucket-list dreams with reality. We’ve helped our clients explore […]

  Juggling your family finances can be tough. You don’t have just one goal; you have several. Especially if you are among the “Sandwich Generation,” defined as adults age 40-60 who find themselves under the emotional and financial strain of working hard to save for retirement, while sandwiched between funding college for their children and […]

  Observed each year on May 29, National 529 Day is a fun way to raise awareness about the importance of saving for future education expenses and to highlight the benefits of saving with a 529 plan for those education needs – whether that means college, trade or technical school, or a registered apprenticeship program. […]

Given the evolving market environment, investors are looking at low-risk investments in U.S Treasuries and Certificates of Deposit (CDs).  Many people make these purchases on their own or through their bank because it seems to be the easiest and most comfortable way to see a decent return on their money. But putting in some time […]

Don’t get fooled by the latest fraud scams. Bad actors are increasingly upping their game, so we have to study the playbook as well. Unfortunately, tax time is prime time for fraudsters, as Schwab’s latest article warns. One important tip to remember is that “the IRS will contact taxpayers by mail first; it does not […]