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7 Estate Planning Mistakes

October 15, 2024 financial planning

To follow up our recent blog, “Estate Planning 101” (link the blog post), in this post, we will be building on that foundation to delve a little deeper into the topic of estate planning. We will be looking at some of the unfortunate errors and omissions we encounter too often …

Investing

How the S&P500 has performed after rate cuts

September 20, 2024

As an investor, how does a half a percentage point cut in the Federal Reserve’s key interest rate affect portfolio returns? Rate cuts evoke ...

General Planning Investment Strategy

What to do with Leftover 529 Money?

September 5, 2024 financial advisor financial planning

Your 529 Has Money Left Over? So, you (or one of your kids) recently graduated from college! Perhaps you are among the 16 million ...

Estate Planning Finding an Advisor General Planning

Estate Planning 101

August 5, 2024 financial planning

Estate planning can be a difficult topic to discuss. After all, we’re dealing with what happens to your money after you have passed away or ...

Investing Investment Strategy

Presidential Elections – Stay the Course

June 28, 2024 financial advisor financial advisor richmond

Elections come with a reliable frequency. Market movements, though, are fairly unpredictable. While historical market data reflects this, human psychology can fall prey all too ...

General Planning

LIFE series: Having a Baby

June 18, 2024

Have a kid they said – it’ll be fun they said… As a matter of fact, they were absolutely right! But like so many fun ...

401(k)Employee Benefits Finding an Advisor

LIFE series: Leaving A Job

June 1, 2024 financial planning retirement

We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...