Investors looking to diversify and add protection to a portfolio typically add asset classes like high quality bonds. While relatively safe, you can sacrifice long term returns since the yields [...]
Unfortunately, taxes don’t end once you are retired. In fact, tax planning becomes even more critical once employment ends, as your goal becomes keeping more of what you’ve accumulated and [...]
Partnering with a trusted advisor can help accelerate your financial well-being and provide peace of mind. But how do you find an advisor that is right for you? There [...]
Raise your hand if you know a senior living on a fixed income. I'm willing to bet that a lot of hands just went up. It's a common challenge [...]
One of the common reasons people put together an estate plan is to avoid probate. Commercials for estate planning attorneys often scare people about the costs and hassle of [...]
If you’ve put together your estate plan, you’ve taken a big step toward safeguarding your loved ones. But what comes next? If your estate plan includes a trust, the [...]
Even though housing prices have cooled, many homeowners saw their real estate values explode over the past few years. This has caused people to begin exploring options to tap [...]
As a Christian financial advisor, I’m asked what I teach my own children about money. While budgeting may seem like an obvious answer, I believe instilling strong values in [...]
Gold has been used as a store of value and a medium of exchange for thousands of years, making it one of the oldest forms of currency in the [...]
On Friday, the FDIC took control of Silicon Valley Bank (SVB). On Thursday, the bank reported it was trying to raise new capital to help shore up its balance [...]