Questions that Are Hard to Answer

When you sit down to talk about your finances, sometimes you run into a question that stumps you. Even if you can’t fully answer the questions, it’s still important to consider these when financial planning.

Read More

Mailbag: Should I Help My Parents with Long-Term Care Costs?

For those in the sandwich generation, you may be wondering how much to help aging parents who weren’t prepared for long-term care costs or your children trying to pay for college. Is it wise to step up financially to help them or are you better off focusing on your own retirement savings? This dilemma is a common one and something a financial advisor can help you to navigate realistically. When you come through a planning process, you might discover an opportunity to help your parents or other family members without hurting your financial future. 

Read More

How Do You Say It?

When it comes to phrases or jargon, it’s good to know how to say it and what means what. Do you know what we’re talking about with each of these things?

Read More