Speak with a Financial Expert
Speak with a Financial Expert

Lump Sum Vs Pension: Which Is Better?

Posted by Jim Kantowski, CFP®, CPA on November 23, 2021
Wondering whether you’ll have enough money in retirement is a common worry in your working years. Perhaps you’re planning on traveling the world, or maybe you’re looking forward to spending more time with your family close to home. Whatever your dreams for the ...
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Topics: Retirement Planning

4 Benefits Of Diversification In Your Investments

Posted by Jim Kantowski, CFP®, CPA on November 22, 2021
Diversification can be described as the only “free lunch” in the investment world. There’s no cost to diversifying, and it provides reduced volatility with the potential for increased returns.
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Topics: Wealth Management

How To Tell The Difference Between VRBO/Airbnb Scams And The Real Deal

Posted by Lyn Dippel, JD, CFP® on November 18, 2021
Picture this: You’ve just booked a family winter vacation to a sunny destination. It’s been a while since you’ve traveled, and you’re excited about the upcoming trip. You’re so focused on all the fun activities you want to do when you arrive that you rush to book ...
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Topics: Wealth Management

How To Leave Your Financial Advisor

Posted by Jim Kantowski, CFP®, CPA on October 25, 2021
People hire financial advisors for various purposes. Whatever your personal reason, it’s important that you’re getting what you need out of the relationship with an advisor—and that the relationship is serving the intended purpose for your financial future. If ...
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Topics: Financial Planning

Donor Advised Fund Vs. Private Foundation, Explained

Posted by Billy Hufnell on October 22, 2021
One of the most meaningful aspects of building wealth is the ability to donate to charitable causes close to your heart. It’s important to understand which charitable giving options make the most sense for you—today and as part of your legacy plan, as ...
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Topics: Financial Planning

Long-Term Financial Goals: 6 Examples

Posted by Yvonne Talbott Scoggins on October 14, 2021
Every day, you make small decisions that impact your financial future in one way or another. However, it’s also crucial to set long-term financial goals to guide you toward wise choices that will enable you to create the life you desire in your later years. ...
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Topics: Financial Planning

Retirement Plans For Lawyers: Top 4 Things To Consider

Posted by Lyn Dippel, JD, CFP® on October 11, 2021
As an attorney, you likely earn a salary that puts you in a high tax bracket, which can make timing and other aspects of retirement planning tricky. In this blog post, we’ll dig into this aspect of retirement plans for lawyers, plus three other key considerations ...
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Topics: Financial Planning

Top 4 Wealth Building Habits You Should Be Doing Now

Posted by Yvonne Talbott Scoggins on September 30, 2021
Wealth gives you the freedom to live your life in alignment with your priorities, goals, and passions. In this article, we’ll explore why wealth building matters—and why it’s important to start now. We’ll also share our top four wealth building habits that you ...
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Topics: Wealth Management

Financial Security Vs. Financial Freedom: What’s The Difference?

Posted by Jim Kantowski, CFP®, CPA on September 14, 2021
Financial goals are highly personal. You may only wish to have your basic needs met and pay off your debts—or you might envision yourself buying a second property in a tropical destination where you’ll someday retire and spend your days poolside. Whatever you ...
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Topics: Financial Planning

Fiduciary Vs. Suitability Standards: What’s The Difference?

Posted by Bill Hufnell, CPA, CFP® on August 30, 2021
You’ve worked hard to save, to grow your wealth, and care for your family—and you want a financial advisor who will help you make the best decisions to attain your goals in the best way for your personal financial situation. This is why it’s critical to work with ...
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Topics: Financial Planning