Blog
5 Questions to Ask Before Hiring a Financial Advisor
Did you know finances do not need to be complicated or scary? I’ve been hearing this recently as a reason people don’t pay attention to their finances. The reality is that many of us were specifically taught about finances...
Read MoreManaging Uncertainty with Rick Andrews
We face uncertainty daily – globally, professionally, fiscally, and personally - so I wanted to speak to an expert in the field of managing uncertainty. I connected with Rick Andrews who has over two decades of experience in...
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Are You Asking Yourself Questions You Never Asked Before? (…if not give it a try)
As a financial planner, it is a lot of fun when a client is comfortable enough to discuss with me their “pie in the sky” or “crazy” dreams and goals. This blog is an invitation to truly take some time for...
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Keeping Up with the Joneses
I recently ran into a guy who collects bottles in my neighborhood. I like to talk to people from all walks of life, because I know there is a lot we can all learn from each other. Once he stopped by my home to collect some bottles and...
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Inflation- Time to Worry?
The hot topic right now is whether the recent pickup in inflation is transitory (as the Federal Reserve believes) or here to stay. Inflation, defined as a rise in the prices of goods and services in an economy, reduces our purchasing...
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Where Will You Focus?
Where Will You Focus? My friend and I were talking, and he shared that the stock market was stressing him out. I chuckled a little and explained to him that wealth is built over time. We have been having these conversations over the...
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My Faith Home
Nearly five years ago, I stepped out of my comfort zone and started writing a faith blog. In my mind I had no business writing, as I was not a writer. Today, I’ve written consistently over the last five years, and I’ve...
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Financial Progress - Over Time
When I first saw this picture, something clicked for me. I had recently published a blog post that was titled “Slow Progress is Still Progress”. My daughter and I had seen a man walking and she observed that he had only...
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Building Success on the Fundamentals of Financial Planning
In my most recent articles, I wanted to start with some of the fundamentals. So, I’ve shared on creating a budget; teaching kids about finance; the power of compounding; just to name a few. As we go through each post together, I...
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Reality of the road to your goals
Courage is not having the strength to go on; it is going on when you don't have the strength. --Theodore Roosevelt Especially during challenging times our current realities are filled with ups and downs. Those ups and down can be...
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Roth IRA conversion- action today for a better future
Posted by Chuck Rose, CIMA®, CFP® & Kaysian Gordon, MBA, CFP®, CPA on Thu, 04/09/2020 A Roth Conversion, simply defined, is taking some, or all, of your pretax retirement savings and transferring to a Roth IRA account. To...
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Maintaining an appropriate timeframe
The recent market and economic response to the coronavirus has not only hit the financial markets hard, but also our personal day to day lives. This can cause stress for everyday savers as well as the most tenured professional...
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Tax Returns are backward looking, Tax Planning is forward looking
What you keep after taxes is paramount to your long-term success. Coordination of the many parts of your plan, with the professionals you trust, can deliver better outcomes. Please call us to discuss further and follow our progress...
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Your energy, your focus, your long-term success
Aligning your priorities and your focus can contribute to your long-term success. Even more important is working with your financial team to identify the things you can control that also matter. Please follow our progress this year as...
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What is Behavioral Finance?
(Pictured: the “Fathers of Behavioral Economics” Amos Tversky, left, and Daniel Kahneman, right.) Behavioral Finance is where the study of psychology meets with economics and finance. Recent studies, bestselling books from...
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Teaching Kids about Finances
I have a seven year old. She loves to spend. This is not something that has just started. When I took her to the stores when she was younger, she would ask to swipe and sign. She was between 2 and 3. This has not changed. She uttered...
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Budgeting Basics
The thought of creating a budget, or even thinking about a budget causes some people serious anxiety. Many of us hear the word budget and immediately think of “financial handcuffs” or cutting back on the things we love....
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