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5 Tips for Reviewing an Early Retirement Offer

You’ve spent years planning and saving for your retirement. And then, out of the blue, your employer hands you an early retirement offer that could change everything. An early retirement, or “voluntary severance,” offer is a financial incentive to resign that an employer may offer to senior employees when they need to reduce payroll costs.…

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Discover All That Life Insurance Can Offer

If your emotions tend to become solemn when you consider life insurance, we get it. Many of us only think of life insurance as a tool to support our families if we were to unexpectedly pass away — and none of us wants to think about that. But the reality is life insurance can be…

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3 Questions to Ask Before Hiring a Financial Advisor

When it comes to your financial future, finding the right advisor is a major life decision that can impact the trajectory of your finances throughout your lifetime. Finding the right person can be challenging, but it’s not impossible. That said, here are three questions you should always ask. 1. What are your credentials? Our industry…

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A Beginner’s Guide to Alternative Investments

Alternatives are investment options beyond the typical stocks, bonds and cash found in most portfolios. They can be tangible assets like precious metals, or they could be financial assets like private equity or hedge funds. Alternatives tend to be riskier than traditional assets, which means investors usually have to meet certain criteria to access them.…

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Life Insurance As An Asset Class

When asked to list out the different assets that they own, people typically respond with real estate, vehicles, retirement accounts, bank accounts, and other investments. And sometimes they forget to list life insurance policies. Life insurance, as an asset class, can come in very handy, especially for higher-income earners. It’s one of the only places…

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What Is Inflation—And Why Is Everyone Talking About It?

Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a long-dormant fear: runaway inflation. But what is inflation, and is it something to worry about? A lot of the thinking surrounding inflation has changed over the years, and economists disagree on what causes it and…

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Market Commentary Q2 2021

Our latest quarterly market commentary provides an overview and analysis of market performance during the second quarter of 2021. Click below to watch a quick summary of our Q2 2021 commentary.  Click here to download our Quarterly Commentary Q2 2021. If you have questions and would like to schedule a call with one of our advisors, click…

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Breaking Down IRAs

Individual retirement accounts (IRAs) are a type of tax-advantaged account that can help you boost your retirement savings. The most common IRAs you’ll choose from are traditional and Roth IRAs. Both are designed for long-term growth, but there are some key differences, including how your contributions are taxed and when you can withdraw funds. Here…

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How to Take Roth IRA Withdrawals

We are often asked about Roth IRAs, taxes, and inheritance. We want to share an article from a mentor and coach*, Ed Slott. In this article, he’s answering a question specifically about leaving a Roth IRA from a grandparent to a grandchild. How long will they have to take the money out? And will the…

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Short-Term Investing

When you think about short-term investing what comes to mind? We talk about long-term investing strategies regularly, but in this video we walk you through short-term investing. A short-term investment typically seeks to protect capital while generating returns. For many people there are various short-terms inside of a larger long-term. Your financial life is not…

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