facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

News & Insights

The Business Owner Exit: How to Navigate the Succession Process Thumbnail

The Business Owner Exit: How to Navigate the Succession Process

From that first spark of a creative idea to managing a full-fledged operation, choosing to run a business is not for the faint of heart. And, it’s not only work–it’s personal. Your business represents your hopes, dreams, and, yes, your finances. That’s why it’s important to plan for when and how you’ll transition out of your role as a business owner as you near financial independence. From that first spark of a creative idea to managing a full-fledged operation, choosing to run a business is not for the faint of heart. And, it’s not only work–it’s personal. Your business represents your hopes, dreams, and, yes, your finances. That’s why it’s important to plan for when and how you’ll transition out of your role as a business owner as you near financial independence.

Read More
Is a Vacation Home Really an Investment? Thumbnail

Is a Vacation Home Really an Investment?

The temptation to buy a vacation home can be overwhelming while basking in the sun on a white, sandy beach or enjoying the view from your cabin window. But don’t let your emotions cloud your judgment when it comes to this significant decision. If you desire to turn your daydream of owning a vacation home into a reality, it’s essential to first consider if this is truly a good investment for you and your family.

Read More
The 4 Biggest Financial Mistakes I See Thumbnail

The 4 Biggest Financial Mistakes I See

Financial mistakes come in all shapes and sizes. Some mistakes are easy to recover from and can end up being a good life lesson. Other mistakes can have lifelong impacts and may permanently affect the kind of lifestyle that you’ll be able to afford in retirement. These are the mistakes we want to help you avoid.

Read More
Does it Make Sense to Pay Off Your Mortgage Early? Thumbnail

Does it Make Sense to Pay Off Your Mortgage Early?

With record-low inventory, low interest rates, and high demand, the housing market is currently booming. Once the stress and drama of offers and counteroffers is over, you can finally enjoy being a homeowner—right? There’s no denying the hefty price tag, and as most of us are unable to purchase a house in full, we are saddled with a mortgage as soon as we cross the threshold. This debt is unavoidable, so how do you handle it moving forward?

Read More
4 Ways to Help Your Adult Children Financially Thumbnail

4 Ways to Help Your Adult Children Financially

If you’re significantly financially supporting your adult children (not just slipping them $20 every now and then or covering the bill when you’re all out to dinner), you’re in the majority. A Merrill Lynch Age Wave survey of more than 2,500 parents shows that 79% reported helping their adult children financially—to the tune of $7,000 per year on average.

Read More