Nearly 50% of our clients live in or rent more than one home over the course of most years. Deciding to buy or rent a second (+) home is tougher than ever. For one, there are more options available and the cost to both own and rent are increasing in the most desirable locations. If …
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Market Update
The economy so far in 2024 has proven to be stronger than many people expected, thus helping to drive the markets to new all-time highs. This year has been the best start to a presidential election year on record for the S&P 500. Historically, stock momentum has continued in election years after a positive start. …
The Costs of Probate Court
We’ve had a few articles in our newsletters this year covering the potential disadvantages of having an estate end up in probate court. First, let me remind you what probate is with a quick definition. “Probate is the process of validating a will. At its core, it is a legal procedure that takes a deceased …
Staff Spotlight – Kari Harber
What do you like most about the work you do? I really enjoy the problem-solving aspect of the job. Getting things figured out and helping to ease a client’s mind is a great feeling. I also love talking to people, hearing about their families and adventures, and celebrating the big moments that planning helped them …
Don’t Miss Out on Veteran Benefits
If you’re a veteran (or a surviving spouse of a veteran), you may be eligible for benefits such as health care, retirement income, and/or burial benefits. We’ve had a few clients check their eligibility for veteran benefits recently, and are pleased to share that they were approved. If you served in the military, it’s worth …
Jill Carr CPA, CFP®, CEPA®, Wealth Advisor
We are pleased to share that Jill Carr, has been designated as a Certified Exit Planning Advisor (CEPA®). This certification demonstrates our ongoing commitment to provide exceptional service and expertise to business owner clients. We can help business owners to: Build value in their businesses to gain the maximum amount in an exit event. Transition …
Protect Your Child from Identity Theft
Though it may not be common, be aware that criminals can steal a child’s social security number and use it for things like opening a line of credit, which can then lead to things like applying for government benefits in the child’s name, buying high-cost items, etc. The Federal Trade Commission, the government agency responsible …
Retirement Planning for Gen X
Retirement Planning for Gen X (Age 44 to 59 in 2024) Generation X is currently in their peak earning years, and in many instances, balancing the care of their children and parents. Many are using two primary resources as part of their care – time and money. And while retirement may seem years away for …
Staff Spotlight – Jason Guenther
What do you like most about being a wealth advisor? I love having the ability to make a positive impact on clients’ lives and helping them achieve their financial goals. One of the most fulfilling aspects of my job is building lasting client relationships and playing an integral role in helping them achieve major financial …
Protect Yourself from These Scams
You may have heard that the number of scams, especially those targeting seniors, is on the rise and can be very costly. A list of scams to be aware of was provided by Cameron Huddleston (cameronhuddleston.com). You may recall Cameron from the webinar she recorded with us on family financial conversations. She notes that millions …