Benjamin Franklin said, “But in this world nothing can be said to be certain, except death and taxes.” Many people have taken that quote to heart when thinking of estate planning and think of it as a necessary evil but quite the contrary, estate planning is a crucial tool if you do not want to deal … Read More
Family & Finance Resources
Socially Responsible Investing
What is Socially Responsible Investing? Socially Responsible Investing is not the same thing to everyone. It can best be described as an investment in corporations and governments that investors believe hold value of importance to the investor. There are a number of factors that come up with many … Read More
4 Questions You Should Ask Your Financial Advisor
You’ve worked hard for your money, and naturally you want it to work hard for you, too. You have got big plans for what you want it to accomplish - help you buy the perfect home, pay for your child’s college education, or support your lifestyle through retirement. So, how do you seek to preserve … Read More
7 Tips & Resources to Educate Your Kids on Finances
Are your kids ready to manage their own money? With the recent economic climate in the US, managing money has been difficult for almost everyone, so preparing kids to make smart money decisions has never been more important. Providing financial instruction for kids, as they grow toward adulthood, … Read More
Reasons to Consider Bonds in your Portfolio
It is a common misconception that bonds are only valuable to older conservative investor or for young children as savings bonds. That is simply not the case. Bonds can be an important factor for a strategically balanced portfolio at every stage of your life. Bonds can be valuable for a portion of … Read More
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