market analysis

There Are Benefits to Estate Planning, No Matter Your Wealth

When you think about estate planning you probably think about legacy-style families like the Kennedy’s or people who are “wealthy”. However, each of us have an estate according to the Internal Revenue Service (IRS) and each state we live in. No matter your worth, we recommend having an estate strategy to align with your future wishes after you pass away.

Donation Details

Donating money to our favorite charitable organization is a year-end ritual for many of us. While monthly giving has gained in popularity in recent years, most of us still tend to open up our wallets just a bit wider at the end of the year.

Top 5 Things 20-Somethings Need to Do

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect.

Financial Missteps

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.

Christmas is Almost Here and Santa is on His Way!

Christmas is here, which means, for most, it’s time to shop, spend money on travel to see family, and more. Going into the holiday season with your finances in check is important, especially if you plan on spending money this season. The best way to prepare for holiday shopping, other than searching for the best deals and scanning coupons online, is to start saving.

ECONOMIC COMMENTARY (10-08-2018)

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Seeking financial harmony in your marriage? Make time for the money talk

By Mona Fahmy, CFS, AIF

I’m not a marriage counselor or a psychologist, but boy, have I witnessed a lot of conflict among couples! As a financial planner, I’ve been helping people build stronger financial lives for almost 20 years, and I’m still amazed at the power money has to cause upset and arguments—even between the most loving, committed couples. In fact, if there’s one thing that can threaten the whole idea of marital bliss, I’m certain it is (you guessed it) money.

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