No matter how prepared you may be, the loss of a beloved spouse is bound to leave you reeling. Unfortunately, …
How Financial Life Planning Can Help Your Life (and Finances) Make More Sense
It’s not all that uncommon for people to go through life without ever stopping to consider exactly what kind of …
Common Reasons People Don’t Want to Work with an Advisor
As a financial advisor, I’m always interested in what financial planning pain points bring people into our office. Sometimes they …
Clarity in the News: What to Do If Your 401(k) Plan Has High Fees
Our own Kim Hall was quoted in U.S. News and World Report‘s recent article, “What to Do If Your 401(k) …
What Does a Financial Team Look Like (and Why Do You Need One)?
Recently we were reviewing a client’s financial situation when we found that he didn’t have an estate plan in place. …
Worry and Happiness
Don’t Worry, Be Happy These days it seems there is so much to worry about. The media is replete with …
How to Create Habits that Stick
We are three months into 2021 and there is a good chance that half of all the New Year’s resolutions …
Intellectual Humility
Intellectual humility, or I should say the lack of humility, is quality that is easy to identify in others, yet …
Medicare Open Enrollment
Medicare open enrollment begins October 15 and ends December 7th. This is the time for anyone on Medicare to consider …
Focus on Truth; Protecting your Nest Egg
Your nest egg is important – Be aware of these behavioral truths. As we face increased uncertainty about our lives, …
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