Financial Advisor Insights

Saving for Retirement with a 401(k) Plan

One of the most common ways Americans save for retirement is through a 401(k) plan offered at work. As 401(k) plan assets typically represent a considerable amount of an individuals' retirement […]

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Real Estate as Part of Your Investment Strategy

by Kristin McFarland, CFP® on February 21, 2018 in Home buying, Real estate

Real estate is often a big part of an individual’s net worth, whether by accident or design. In the last 10 years, we’ve seen a tremendous comeback in the real estate market across the country. […]

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How to Raise Financially Savvy Kids

By the time they graduate high school, many children learn everything they know about money by observing their parents. Personal finance is completely absent in most K-12 school curricula, so if […]

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Parents can now use 529 plans to pay for private school – but should they?

The recent tax reform legislation included sweeping changes to our tax code. One of the lesser-known provisions could benefit parents who plan to send their children to private school. The Tax Cuts […]

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Should I Sell or Rent My House?

by Kristin McFarland, CFP® on January 24, 2018 in Home buying, Real estate

As a result of the strong real estate market, many homeowners are wondering whether they should sell or rent their home after deciding to move on from their former primary residence. Owning an income […]

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8 Common Misconceptions About Trusts

by Kristin McFarland, CFP® on January 10, 2018 in Estate planning, Trusts

Although many Americans are familiar with the broad concept of a trust, there are numerous misconceptions about what they are, who they're for, and the benefits they can - and cannot - provide. One […]

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Retirement Planning Strategies for Single Women

Single and unmarried individuals may be accustomed to being completely self-reliant, but when it comes to saving for retirement, it may take some extra planning to stay on track. Unfortunately, most […]

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The Best Ways to Build Wealth

What are the best strategies to build wealth and a comfortable lifestyle for you and your loved ones? The answer isn't sexy or complicated. The best way to build wealth and create financial security […]

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4 Financial Tasks Every Parent Should Complete

Financial planning is an important step for couples and families, but often tasks get put on the back burner as life gets busy. These are the top 4 most important money and financial tasks that […]

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The Mistake 85% of Americans May Be Making with Their Retirement Savings

In 2015, an estimated 54 million Americans were actively participating in a 401(k) plan at work. However, according to a 2014 study by Aon Hewett, only 15% of them had rebalanced their portfolio. Why […]

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