GameStop, a quick lesson in investing

by | Feb 1, 2021 | Investments

There has been quite a bit of buzz surrounding GameStop’s stock as well as others including AMC Entertainment.  Countless articles have been written on this topic and a quick internet search will give you a plethora of information that we’re not going to dive into...

Do I need a financial planner?

by | Nov 16, 2020 | FAQ

One of the most frequent questions financial planners receive is “Do I need a financial planner?” The answer is a resounding “YES”. “What do I need a financial planner for?” is likely a better question to ask. To answer that question, we need to first explore what is...

How much do I need to save to retire?

by | Sep 16, 2020 | Retirement

We often get asked a variant of that question by our clients. Years ago, a well-known 401k provider ran an ad campaign “What’s your number?” to get people to consider how much money they would need to save for retirement. That question can be answered with a simple...

How do I start a retirement plan?

by | Jul 10, 2020 | Retirement

One of the most common financial objectives is saving for retirement.  To achieve that goal financial planners have a number of tools available.  Examples of retirement accounts include: IRA, Roth IRA, 401k, 403b, SIMPLE, SEP, or Qualified Plans have different...

What is Financial Planning?

by | Jul 2, 2020 | FAQ

Financial planning is a dynamic process in which you examine your current situation and set objectives to help achieve your financial goals. For most people, financial objectives include providing financial security, offsetting the effects of inflations, and having...