The Biggest Money Omissions I See

By Kimberly Quinn, CFP® As a financial advisor, I know how many concerns and considerations you have on your plate. There’s a lot to think about—from investment management to insurance needs to estate planning and beyond! Over the years I’ve seen many of my clients make the same omissions again and again. To help educate… Read More »

How to Talk to Your Family About Your Estate Plan

How to talk to your family about estate plan

By Kimberly Quinn, CFP® The 2019 film Knives Out is a whodunit about a wealthy man who suddenly dies when he is given a lethal dose of the wrong medication by his nurse. His children and grandchildren, an ensemble of very eccentric characters, begin to argue over who is the new owner of his home,… Read More »

If Widowhood Happened Tomorrow, Would You Be Prepared?

By Kim Segal, CFP® When you say, “I do” and start your marriage, the last thing you’re thinking about is the potential death of your spouse. We get it. It’s heart-wrenching and uncomfortable. But do you know what’s even worse? Being caught unprepared as you wade through what feels like insurmountable grief. And considering the… Read More »

Jump-Start Your Financial Plan for 2022!

By Kim Segal, CFP® How are you doing on your New Year’s resolutions? Hopefully you aren’t part of the 80% of Americans who discard their resolutions by February, (1) but if you are, remember that there’s nothing magical about January 1st. No matter where we are in the year, you can set new intentions and… Read More »

What Should You Do About Inflation and Stock Market Volatility?

By Kim Segal, CFP® After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline in March of 20201. Monday’s market dip put the S&P 500 down over 10%, which is officially called a “correction” on Wall Street2. In addition to the stock market… Read More »

What’s Going on With Inflation? 3 Reasons Why It’s Here to Stay

By Kim Segal, CFP® It’s official. After months of being told the current inflation crisis is transitory, Federal Reserve Chair Jerome Powell announced that we can expect high inflation to continue into 20221. What may have seemed like a slight inconvenience at first is now becoming a much larger issue as people watch the value… Read More »

What You Need to Know to Get Started with Medicare

By Nick Shea, MBA An oft-overlooked yet headache-inducing retirement transition task is planning for healthcare coverage and thus navigating the Medicare system. Medicare offers a variety of enrollment options, which gives you the flexibility to choose components of the plan that you need. Unfortunately, all those choices can also be confusing to understand. The enrollment… Read More »

Whom Do We Serve

By Nick Shea, MBA I recently learned that blind spots are a real thing. At a routine appointment with my optician, my doctor said some alarming words: “Now I’m going to test you for your blind spot.” Panicking, I said, “I’m not going blind!” She patiently explained to me that everyone has a blind spot… Read More »