Wealth Management

‘Tis the Season…to Talk Family Finances?!

The holiday season is upon us – families will gather from near and far, elaborate dinners will be enjoyed, and, for those adventurous enough to venture out in the wee-hours of the morning, Black Friday shopping traditions will be upheld. Thanksgiving, and the subsequent holidays that follow, typically mark a time of togetherness, and for families, it may be just the[...] Continue reading

Declare Your Financial Independence

As you celebrate Independence Day and all it stands for, we suggest that you also consider your personal financial independence. Everyone, no matter their monetary situation, strives to achieve financial security. It starts with accountability and diligence. Budgeting Not only is it July 4, but it’s also midyear, which is a terrific time to reevaluate where you[...] Continue reading

Charitable giving strategies for the holidays

As we near the holiday, people have become increasingly interested in charitable giving. Here are a few key thoughts for those who are considering making a charitable gift before the end of the year. A successful giving experience depends primarily upon “charitable intent.” That is, the donor’s primary concern must be, first and foremost, their desire to help a[...] Continue reading

Millennial Market Forecast

Millennials, for a variety of different reasons, are generally regarded as an age group that does not have a lot of extra money or investable assets, which is why financial professionals may not be knocking down doors to win their business. However, as baby boomers continue to age, millennials are expected to receive what could be the largest transfer of wealth in[...] Continue reading

6 Financial “To-Dos” Before Year End

During summer, it’s a natural inclination for families and individuals to put investment planning, budgeting and other personal finance concerns aside. However, as vacations wind down and people slowly get back into their normal routine, it’s likely that finances will again be top of mind. Over the coming months, it’s advantageous to make finances a priority and to[...] Continue reading