Insights

Early Retirement Years

Early Retirement Years

The transition from working to retirement can be a difficult one for individuals to navigate.  After having spent so much of your life working, moving to a mindset of retirement can create a whirlwind of emotions.  In the midst of dealing...

5 Steps for General Tax Planning

5 Steps for General Tax Planning

Most of us are familiar with tax preparation – the act of pulling together our annual income and expenses to complete our tax returns or pass the information on to our accountant or tax preparer to complete our returns.  Tax preparation...

Smart Strategies During Peak Earning Years

Smart Strategies During Peak Earning Years

When you’re in the midst of your peak earning years, you face a number of decisions about how best to meet your financial obligations now while simultaneously planning for the future.  You may find yourself caught in a mental tug-of-war...

Understanding Risk and Basic Investment Concepts

Understanding Risk and Basic Investment Concepts

When you’re a young adult (age 22-30) just starting your career, you’re facing a number of decisions for perhaps the first time in your life—where to live, whether to rent or buy a house, finding a job that suits your skills, how to get...

Recognizing and Avoiding Scams

Recognizing and Avoiding Scams

Scammers use the internet or telephone to trick millions of people every year into sending money or giving out personal information. In this short video, we talk about how to recognize the basic signs of a scam, as well as diving deeper...