Financial Life Series

Financial Life Series

Welcome to the Financial Life Series! These articles are meant to help every reader make better financial decisions. They are authored by our team, and each person drew from their own experiences to share. We hope you find it helpful and continue the conversation with...
Protect Yourself – Top 5 Scams

Protect Yourself – Top 5 Scams

It’s not your imagination – scams are getting more sophisticated! Maintaining your financial well-being is staying alert and learning to protect yourself from potential attacks. In this blog, we outline the top five scams for you to look out for and make...
Estate Planning: Legacy Contacts

Estate Planning: Legacy Contacts

Estate Planning and Legacy Contacts: Preparing for Your Digital Assets One area of estate planning that gets overlooked is one’s digital assets. One way to prepare is by assigning a Legacy Contact—a trusted person who can access your phone or account data after you...
Do U.S. Politics Affect My Portfolio?

Do U.S. Politics Affect My Portfolio?

The most common question we hear from clients these days is some version of the emotionally charged question, “do politics affect my portfolio?” It’s no surprise that everyone is wondering who will win and what changes will occur with the election around the corner....
Where to Save Your Next Dollar

Where to Save Your Next Dollar

Congratulations! You’ve finally reached the point where you earn a few more dollars than you spend each month.What should you do with that extra cash? Where should it go? Those are the questions we’ll help answer. Why does it matter where you save? You work hard for...
Capital Gains Budgets for Tax Efficiency

Capital Gains Budgets for Tax Efficiency

For this post, we’re going to discuss Capital Gains (which occur when selling an asset that’s gone up in value).  I know…a tax related topic…so exciting, right? Specifically, we’ll discuss how we set budgets (not to go over) for capital gains taxes and how...