Strategic Travel Budgeting: Making the Most of Your Dream Vacation

Strategic Travel Budgeting: Making the Most of Your Dream Vacation

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...
Stock Market Commentary September 2023

Stock Market Commentary September 2023

Update on TD Ameritrade to Charles Schwab Conversion Since Charles Schwab announced the merger with TD Ameritrade on November 25, 2019, we have communicated the many stages of this process. We have reached the final stage where the transition of your account from TD...
Unlocking the Future: Guide to Long-Term Care Planning Strategies

Unlocking the Future: Guide to Long-Term Care Planning Strategies

Long-Term Care is the need of professional assistance to perform regular activities of daily living. There are 6 activities of daily living (ADLs) that could qualify an individual for Long-Term Care (LTC) services, including needing assistance with eating,...
Choosing Your IRA Beneficiary: Trust vs. Individual Considerations

Choosing Your IRA Beneficiary: Trust vs. Individual Considerations

Choosing who to list as the beneficiary on your qualified retirement account is a huge decision. While the decision is ultimately the owner’s, we have a few pieces of information to share that may influence that decision. This blog post is geared towards revealing...
Going Public: The Initial Public Offering Process

Going Public: The Initial Public Offering Process

Not every company is publicly traded, so you may not easily be able to buy shares of their stock.  A company must go through a process called an Initial Public Offering, or IPO, if they want their shares to be publicly traded.   Most companies decide to go public when...