May 2022: Grad Gifts that Teach Good Financial Habits
With so many possibilities, what should you gift your child or grandchild as they graduate from college? The job market is uncertain, and many of our new graduates are carrying heavy weights of student debt. Here’s an article from Kiplinger [...]
April 2022: Pitfalls to Retirement
This month, we'll review some of the biggest, baddest pitfalls to having an amazing retirement. We all want a wonderful, worry-free retirement with enough money to achieve our life's goals, hopes and dreams™ for this new season. Retirement should [...]
March 2022: Components of Financial Planning
A comprehensive financial plan needs to be more than just investments. In this month's Facebook SERIES, we'll give you a quick overview of the key questions you should ask when considering how the 5 Components of Financial Planning can help [...]
February 2022: Speaking the Same Financial Language as Your Spouse
Ever think you and your spouse are speaking different languages when it comes to financial goals, planning, and spending? We spend/save/invest/ and plan based on our perspectives. Our differences (in risk comfort, in spending habits, and in what we want [...]
January 2022 -New Year’s Savings / New Habits
This year, why not plan so when summer rolls around you're ready for a much-deserved rest. Take a look as our very own Len Hayduchok weighs in with other experts: "12 Doable Changes You Can Make This Year To Save [...]
December 2021 – Annuities 101
Annuities are a tool. Misunderstanding around annuities has been a common theme as we work with individuals and rub elbows with other advisors. As any tool, they can be misused, especially when such misunderstanding abounds. However, also like any tool, [...]
