How To Respond When Markets Are Going Wild

Again, the stock market feels like a wild ride, where volatility has become all too normal. As a financial advisor, I field questions about this frequently, especially during periods like we’ve seen in the first half of 2022. That said, our team approached me with a handful of questions we …

Which Medicare Plan Is Best for You?

Scott Budd, CFP® Senior Wealth Planner  Choosing the right Medicare plan is one of the most important decisions seniors are faced with. It’s also one of the most difficult. The health care system isn’t user-friendly to begin with. Stack all the Medicare options on top of that and you& …

How Much Do I Need to Retire? Planning for Your Unique Retirement Needs

By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research “How much do I need for retirement?” It’s a question I often hear, and one that seems straightforward enough to tackle. Unfortunately, the answer isn’t quite so simple.

Paying for Health Care in Retirement

By Ryan Yamada, Senior Wealth Planner    When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies. 

Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill

By Jamie Hopkins, Managing Director, Wealth Services  Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report.    Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation …

Quarterly Market Outlook: What Lies Ahead for the Third Quarter of 2022?

By Scott Kubie, Senior Investment Strategist    The first half of the year proved challenging for even the most hardened of investors. High inflation. Continual losses in the S&P 500. Bear market. Fed rate hikes. It all added up to the third most volatile market in 25 years.  

RMDs on Inherited Retirement Accounts in the Age of the SECURE Act

Tom Fridrich, Senior Wealth Planner    Once upon a time, people would put money in their 401(k) or IRA accounts and know that – should their retirement savings outlive them – their loved ones would inherit the rest and all would essentially be well. 

How to Talk to Your Family About Your Estate Plan and Avoid Complicating Their Grief

Sarah Duey   I once had clients with only one daughter. They created a trust for only their grandchild without ever telling their daughter why.   As the trustees, we worked with this daughter, because her child was still a minor. There were hard feelings — a lot of wondering why her parents …

Goals-Based vs. Performance-Based Investing: Chasing Returns Isn’t Everything

By Kevin Engbers June 3, 2022 — The philosophy of most investors appears to unite in the desire to have their portfolios move higher, to take advantage of opportunities when they present themselves, and be cognizant of limiting downside movements.     However, there are some fundamental dif …

Five Reasons Your IRA is Deflating, and What to Do About It

By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. …

The Importance of Financial Planning

By Ryan Ovenden, Wealth Advisor   March 24, 2022 — You might have a financial plan — or at least, you might think you have one. You might not have a financial plan and can’t possibly see how it would be relevant.  Maybe your thought process is simply any of the following:   Financ …

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us