News & Blog

Planning

Navigating the 5 Financial Stages

As we go through life, we pass milestones that mark transitions into different phases of life. Financial transitions accompany these turning points. Our goals change and our priorities shift in response to these changing life needs.

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Finance

Giving Back

Charity. It’s just a 3-syllable word, but it reaffirms the deeper side of the human heart: its innate desire to sacrifice for love’s sake, its selfless acts of improving the lives of others, and its humble expressions of caring and compassion. This is where life ought to begin.

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Planning

Going Green and Saving Green with Solar Panels

Keeping your house warm in the winter or cool in the summer can
get costly during more severe seasons of weather extremes.
While paying our utility bills may seem unavoidable, what if we
could cut costs by harnessing the energy of the sun?

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Finance

5 Benefits of Creating a Trust to Manage Wealth

Trusts offer a way to leave a legacy, protecting assets while avoiding the costs of probate, as part of your estate planning. Probate is the method of estate administration upon the death of an individual where that individual’s estate and assets are delegated. This process can cost thousands of dollars and be time consuming. To avoid this and to ensure that your loved ones receive the maximum value from your estate and assets, you can set up a trust.

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Planning

Downsizing Before Retirement

For those whom retirement is a long way off, it can represent a never-ending vacation, a time free of work and full of play. For others who are closer to retiring, their next chapter may represent an exciting season filled with new and meaningful contributions…

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Planning

The Importance of Creating a Will

Creating your will can be a task you avoid as you are admitting to your eventual death. Having a will becomes a priority for many Americans after the age of 50, according to the AARP, but planning ahead is always advisable…

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