Category: Uncategorized

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 »

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 »

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 »

Benefits Of Financial Planning And A Sample Financial Plan

By Kim Segal, CFP® Most (if not all) of us have dreams and goals. It might be owning a vacation home or helping your kids out with college. Maybe it’s investing in a hobby or having the time to spend with grandchildren. The dreams aren’t usually the problem; the impasse happens because people often don’t know… Read More »

What’s Your Long-Term Care Plan?

By Nick Shea, MBA It’s no secret that Americans are living longer and longer. A longer life expectancy brings more years with loved ones, however, it also increases the chances of needing long-term care. In fact, 70% of Americans will need some form of long-term care during their lifetime. But most people never plan for… Read More »

What Women Need To Know About Financial Planning And Divorce

By Kim Segal, CFP® Divorce is not easy for anyone, but women are particularly vulnerable to financial hardship after a divorce. The reasons why divorce affects women differently abound, but financially, women are typically in a different position than their spouses. Women typically make less than their male counterparts for starters, meaning they stand to… Read More »

Why I Became A Financial Advisor

By Kim Segal, CFP® People choose their respective careers for many reasons, whether it’s potential for advancement, a desire to use their skills in a specific arena, or even income possibilities. But for me, it was all about helping others. I wanted a career that would allow me to add value to people’s lives and… Read More »