Buying a home is one of life’s most significant milestones. Whether you are buying your first home or have been through this process before, there are a few budgeting tips that we want to address. These tips can help you prevent surprises and stay on track so...
Planning for your future retirement income needs is one of the most challenging financial tasks you will face. There is a lot of uncertainty surrounding the future of the economy, as well as your potential life expectancy. Some factors, such as market...
Every profession has designations that reward hard work and dedication. For example, personal accountants often pursue their Certified Public Accountant (CPA) designation. In our industry, one such designation is the CERTIFIED FINANCIAL PLANNER™ certification. The...
In the past, annuities have earned a harsh reputation. This is due to untrustworthy salespeople pushing products on investors in order to simply earn a commission. As fiduciaries, we are required by law to do what is in the best interest of the client, regardless of...
My wife and I always had a trip to Italy at the very top of our bucket list. We finally made our dream of exploring Italy a reality this past summer. The trip lived up to every expectation; we learned a lot about the country and ourselves along the way. However, we...
