Our Perspective

Money for startup, business concept

6 Financial Planning Questions We Wish Our Clients Would Ask

With well over 50+ years of financial experience on our team, we’ve had thousands of client conversations and answered just as many questions. Click here to read 6 questions that we wish our clients would ask to help them make the best financial decisions possible.


Working from home and homeschooling with elementary age child

How to Teach Your Children About Money

As adults we know the importance of proper money management. Teaching your children about money can help set them up for financial success in their own lives. In this post, we asked our partners for actionable ideas and tips for teaching children of all ages about finances.


Hourglass and calendar

What I’ve Learned About Time and Timing During My 24 Years as a Financial Advisor

Clients often ask, “Is now a good time to invest?” Seems straightforward enough, but I suspect what they’re really asking is, “If I invest now, will I have lost money when I need to spend it?” Their concern is about investing 'now' versus at some point that *might* be better in the future. Read more to hear our philosophy when it comes to the right time to invest.


FAFSA (Free Application for Federal Student Aid) text on graduation cap and money - financial aid concept

Navigating FAFSA

FAFSA is the Free Application for Federal Student Aid. As the name implies, completing the form is free, and it allows you to apply for financial aid for college or graduate school. Learn more about this type of financial aid that everyone should apply to receive.


USA Social security cards laid on dollar bills

Understanding Social Security

One of the most often asked questions from clients nearing retirement is, “When should I file for Social Security retirement benefit?” Read this article for a good overview of Social Security retirement benefits and ideas for claiming strategies.


Archived Articles