What Can I Expect During the Preservation Stage of My Life?

During the course of your adult life, you will encounter a few different phases. As you shift into each of these phases, your overall focus will change and you’ll need to adapt your expectations in line with those concerns present at each stage. The three various phases of your financial life are, accumulation, preservation and… Read More »

Avoiding Challenging Financial Conversations at Thanksgiving

Families gather around the Thanksgiving table to share tales from the year and have important conversations while everyone is together in the same room. However, this can also raise difficult financial situations and conflicts for those family members who are not on the same page financially. Although it’s a good opportunity to address critical financial… Read More »

Is a Financial Advisor Enough for Proper Planning?

Finding the right financial advisor is one important component of engaging with your estate planning and ensuring that you have the right documentation to accomplish your goals, but do you know the things that your financial advisor shouldn’t do? Are you fully versed in how to approach all of the aspects of financial planning in… Read More »

A New Study Shows Women Are Taking More Charge in Financial Affairs

A new study indicates that in terms of wealth management, women are taking an advanced position on financial planning. The study completed by RBC Wealth Management indicated that there has been a significant change in the attitude of women between millennial and the baby boomer generations. In fact, approximately half of boomer women take the… Read More »

Financial Matters to Remember in Your Second Marriage

Whether you are getting married after the death of a spouse or remarrying after a divorce, smart financial planning should always be included in your overall process. A second marriage brings many different questions and considerations to the table, and having the experience of a knowledgeable financial advisor and estate planning attorney is strongly recommended…. Read More »