Tax Allocation: How to Keep Your Wealth

by | Mar 23, 2016 | Blog, Retirement

What good is it to generate wealth if you are not able to hold on to it? Investing is not just about what you earn, but also about what you keep. So, is your investment advisor helping you keep your wealth? Tax Allocation Tax allocation is incredibly vital for an...

Should You Take Out A 401k Loan?

by | Mar 8, 2016 | Blog, Retirement

401k’s are one of the most popular retirement plans offered by employers in the United States with nearly 80% of full-time, eligible employees taking advantage of the program. These plans allow employees to put money away toward their retirement pre-tax, and...

Finding a Financial Advisor Who Works With You

by | Mar 4, 2016 | Blog, Fiduciary

Are you having trouble finding a financial advisor? If so, here are some tips on how to find a financial advisor that will work for you.   When it comes to finding a financial advisor, it can be tough to make the right choice. There are thousands of firms and...

When Is the Best Time to Invest in the Markets?

by | Feb 24, 2016 | Blog, Investing

When is the best time to invest in the markets? This is a question many investors often ask themselves. When markets begin to trend downward it can be easy to get caught up in the noise and have a knee-jerk reaction to investing. But a wise investor knows that...

How to Create a Strong Financial Foundation

by | Feb 19, 2016 | Blog, Wealth Management

I am often asked by clients and reporters, “what’s the best way to create a strong financial foundation?” I always say that the best way to ensure success in your financial life for years down the road is to develop a plan that’s unique for your goals and needs. But,...

Should I Open a Roth IRA?

by | Feb 1, 2016 | Blog, Retirement, Wealth Management

Here are three tips to help you decide if a Roth IRA is right for you When it comes to planning for retirement, it can be difficult to know what kind of plan would best suit your retirement needs. If you’ve ever wondered, “should I open a Roth IRA?” and you have had...