Our Insights


How Income Taxes Work

Income taxes can be tricky. Many people hire a tax professional or use an online service. Are you familiar with how income taxes work?


Changing Unhealthy Behaviors

Identifying a New Year Resolution may be easy, but what about maintaining the new behavior after the initial excitement wears off? Some people want to start exercising more, eat healthy or pick up a new hobby. But changing one’s lifestyle can be difficult without a plan.


18 Years Worth of Days

Many people think about the “big picture” activities they want to do when they retire, like traveling or taking up a new hobby. But it could also be important to think about what your day to day activities look like. What activities do you think will take up 18 years worth of days when you retire?


Perception vs. Reality

There might be differences between the financial perception of retiring and what it actually looks like. What steps are you taking to ensure  the perception of your retirement turns into reality?


21 Days of Gratitude Challenge

This month we are participating in the 21 Days of Gratitude challenge. We will post a prompt or action each day that we will be completing as a team on our Facebook page. We invite you to join us this month as we reflect on what we are grateful for and spread thanks to those…


Rightsizing for Retirement

Most think of moving into a smaller home as downsizing. But we like to refer to it as rightsizing. Whether you have already retired or will be soon, have you thought about rightsizing your home?


Surprise! You’ve Got Money!

Have you ever wondered if you have unclaimed property or money out there? Here’s some resources to help you find it.


Password Protection Strategies

Do you use the same password for multiple online accounts? Hackers steal passwords online often and it might be worth it to review yours and be sure your privacy is protected. Here are some tips that could help ensure your information is safe online:


The Power of Compound Interest

How does this affect you and your investments? Watch this video to learn more: The Power of Compound Interest – Video        


Newsletter 08/2018

As technology evolves, it is becoming one of the biggest shifts the wealth management industry has seen. Artificial intelligence is changing the way we conduct daily activities and through medical advances, people are living longer. The 4th edition of our newsletter shares how technology has become an important aspect in our every day lives. Feel free to let us know what you think, we hope you enjoy!