Five Big In-Retirement Money Mistakes—and How To Avoid Them
Chances are, planning for retirement is one of the most important steps—series of steps, really—that you’ll undertake in your life. Unfortunately, we don’t always put […]
It’s Time To Address the Financial Literacy Problem. Here’s How.
The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels […]
Five Big Asset Protection Planning Mistakes—and How To Avoid Them
If you have substantial assets, you may be a target for frivolous lawsuits. That’s why it’s so important to consider asset protection strategies that can […]
A Wealth Planning Process for Pursuing Success On Purpose
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles […]
Real Estate Activity Update
Here are some interesting real estate activity updates:
Some Thoughts About Fed Interest Rate Increase
An update to a Fed interest rate increase on Wednesday May 3. Something to keep in mind is that we have an economics “team” that […]
Long Live Tax Season: Tax Planning Year-Round
Long Live Tax Season: Tax Planning Year-Round We’re coming to the end of tax season, but that doesn’t mean we should stop thinking about taxes. […]
What Are Your Biggest Financial Concerns?
It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams. That’s […]
What is Your First Money Memory?
Dr. Sonya Lutter, Ph.D., CFP, LMFT, often asks her clients about their first money memory. She once had a couple sculpt their first money memory […]
Commentary for Q2, 2023
So far this year, the direction of the economy and financial markets has been elusive. Is inflation headed in the right direction? Inflation changed course […]