ABCs

Five Financial Ways to Say, “I Love You”

There are countless ways to say “I Love You” and some of them involve money and gifts. But the topic of money is probably not one of the sweet nothings that get whispered into ears on Valentine’s Day. As an advisor, I see that money can actually be the cause of friction in relationships too.… Continue reading Five Financial Ways to Say, “I Love You”

ABCs

6 Ways to Safeguard Personally Identifiable Information (PII)

Identity theft is very real. And our digital lives make it easier than ever to be hacked. Think about your week. How many emails did you send? Make any online purchases? Use your debit or credit cards? Post any personal information to your social media account? Think about how sophisticated information targeting has gotten. Have… Continue reading 6 Ways to Safeguard Personally Identifiable Information (PII)

ABCs, Wealth Transfer

Santa Makes a List and Checks it Twice, So Should You

Welcome to the holidays, which can be the most expensive time of the year! From thoughtful gifts for grandchildren, to gifts that say, “I love you” to a significant other, the holiday season can certainly be a financial trap. So while I typically focus these blog articles on higher level planning and investment related topics,… Continue reading Santa Makes a List and Checks it Twice, So Should You

ABCs

When In Doubt, Ask Yourself: “Why Am I Invested This Way?”

There are many opportunities to question our investment choices. We probably do this when we review our financial statements, read news headlines, or hear a commentator’s opinion on a hot topic, etc. And there’s certainly no shortage of news and opinions these days. So it’s very easy to get caught up in the moment where… Continue reading When In Doubt, Ask Yourself: “Why Am I Invested This Way?”