Financial Advisor Insights

Prepaying Your Mortgage is Probably a Mistake

It's true: the idea of living without a mortgage payment sounds enticing. On the surface, it may also seem like a no-brainer financially...paying off debts is typically considered a positive thing. […]

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Maximizing Tax Benefits Through Charitable Giving

Unhappy with your tax refund? Surprised to learn you actually owe more? Now is the time to make changes for the current tax year to avoid a similar outcome next April. Consider charitable giving […]

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Investing Outside of the S&P 500

If you've ever heard excerpts from the latest Apple earnings report, you may have thought, 'so what?' Well, for many investors, Apple's relative performance could impact your own bottom line. As of […]

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That's Terrible...But It Would Never Happen To Me: Real Life Estate Planning Nightmares

Estate planning is the process of preparing wills and other legal documents to distribute your assets and make arrangements for your wishes to be carried out in the event of your death or […]

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What Every Employee Needs to Know About Their Restricted Stock Awards

A Restricted stock award (RSA) is one type of equity compensation that employers can offer to boost employee retention and better align the financial interests of staff and executives to the […]

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How a Roth IRA Could Make Your Kid a Millionaire

For most parents, it's a trifecta: help your kids learn about investing, save for retirement, and get fast-tracked to becoming a millionaire. It's possible, and surprisingly attainable. Here's how it […]

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What Happens If There's A Market Downturn at the Onset of Retirement?

Timing is everything. Unfortunately, it likely isn't possible to un-do a decision to retire if the market takes a dive shortly thereafter. We all know the financial markets can be volatile, and ups […]

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Which Charitable Giving Strategies Offer the Best Tax Benefits?

For those who are charitably inclined, changes to the tax code that went into effect in 2018 may require adjustments to your previous strategy to receive financial benefits from your planned giving. […]

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6 Reasons to Take Your Old 401(k)

Why do individuals leave their retirement plan behind when switching jobs? In most situations, it is for one of two reasons: they didn't know what their options were or they never got around to […]

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5 Financial Tasks to Prioritize in the New Year

There's truly no better time than the present to get your finances set up for the New Year. Unfortunately, for many busy professionals, there just isn't enough time in the day to tackle seemingly […]

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