Blog

Planning a Trip in 2021?

Many signs point to a rebound for travel in 2021. And since we have all had plenty of time to dream, what are the top destinations on your travel list?

6 Ways to Stay Financially Fit in 2021

While many people make a new year’s resolution to get physically fit, this is also a great time to look at becoming more financially fit. If your financial health is not where you want it to be, consider these six tips to improve your financial fitness.

What Good Things Have Come from 2020?

2020 has certainly been a difficult year for many people around the world. Millions have been sickened by the COVID-19 virus, laid off from work and are feeling financially strained. But as hard as it has been, there are still some positive things that have come from this period. Here are eight good things that have come from the COVID-19 pandemic to share with anyone who could use a smile.

Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy

Wondering if you’re best prepared for the upcoming giving season?
Before you know it, the holidays will be here and in order to minimize stress and maximize your gifting
abilities, it’s important to keep in mind a few details that you may or may not be aware of.

Charitable Giving and Tax Relief: An Overlooked Solution

Have you overlooked donor-advised funds? They can be the perfect solution for the charitably inclined, who also seek tax relief. The people who could benefit most from these funds --- executives and other high-earners --- may not know they exist. Learn more in my latest article.

Am I Going to Be Okay? The Anxiety & Excitement of Transition

The combination of excitement and anxiety is very common during a time of transition. So are the butterflies we all feel. Learn how a holistic plan has helped others during these times in my latest article.

Shirts and Financial Plans: The Hidden Steps That May Surprise You

One size does not fit “most.”  Those shirts you see at Nordstrom take many steps to show up on the shelf. So does a tailored financial plan. Uncover the hidden steps that go into creating both in my latest article. 

Three Buckets Investment Philosophy

The topic of investment philosophy surfaces with every client in our initial meetings and is revisited throughout the relationship. My investment philosophy centers on a number of factors such as risk tolerance, investment mix and experience, asset size, and goals. However, time frame is at the center of this discussion and is a critical component in determining how to invest. And for investment time frame, I call my approach the “Three Bucket Theory”. 

Becoming a Financial Steward: 3 Elements for a Healthy Foundation

April is National Financial Literacy month, and as a financial planner, I look for opportunities to teach the next generation basic financial skills. One of the concepts that I share with the students is one that I cover with all of our clients: financial stewardship and what it means to be a good steward with your finances.