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Blog

Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Daniel Vaisberg | Jul 21, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Stock
Sam Heitzer | Jul 14, 2023

How to Avoid Emotional Investment Choices

Investments

 

 

Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough

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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Shahab Maslehati | Jul 7, 2023

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Stock
Daniel Vaisberg | Jun 30, 2023

The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

Investments

Investing in professional investment management may initially appear unnecessary, as why pay for someone to handle your investments when you can do it yourself

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Woman writing in a paper planner with a pen
Sam Heitzer | Jun 23, 2023

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Male stretching on patio.
Shahab Maslehati | Jun 16, 2023

Get In shape - Financial Fitness 101

Finance
Lifestyle
We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in
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Stock
Daniel Vaisberg | Jun 9, 2023

Keeping your Personal Finances in Shape

Finance

While it may be prudent to use a financial professional when you start your investment journey, there are a lot of things you can do before you ever speak to a

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Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Sam Heitzer | Jun 2, 2023

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Three women laughing in a park
Shahab Maslehati | May 26, 2023

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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young-professional
Daniel Vaisberg | May 19, 2023

Top 5 Things 20-Somethings Need to Do

Education
Savings
College
Lifestyle
Finance

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel

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Investment
Sam Heitzer | May 12, 2023

Getting Started in the Stock Market

Investments
Retirement
Savings
Investing in the stock market can be extremely rewarding, but not without risk. While most investors understand that market volatility is a given in the stock
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Giving an apple.
Shahab Maslehati | May 5, 2023

A Quick Guide to Planned Giving

Lifestyle
Finance

Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving options available. While planned giving

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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