Featured Blogs
Planning for Healthcare in Retirement
First Friday Focus: Planning for Healthcare in Retirement First Friday Focus: Planning for Healthcare in Retirement:As the seasons change and we transition into fall, it’s a fitting time to discuss…
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Deciphering Fed – Managing Market
Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering the Federal Reserve Meeting: What it Means for Your Investments We understand that parsing through Federal Reserve statements…
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refinancing-reversed – Capitalizing on Rates
refinancing-reversed – Capitalizing on Rates Over the past year or so, there has been a lot of discussion surrounding interest rates, particularly regarding the actions taken by the Federal Reserve…
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Tax Talk – Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this game. They are always eager to disappear and reappear in the game. It’s amusing how little children believe…
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First Friday Focus: Estate Planning 101
The Basics of Estate Planning, with Nels Donovan Estate planning can often seem like a complex and distant concept, but in reality, everyone has an estate plan. The key question…
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Financial Personality
Financial Personalities: My son Asher has quite an entertaining personality. Whether we’re sitting with other families out in the lobby at a baseball tournament or on the bleachers at…
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Long-Term Investment Strategy Valid
Just recently the topic of investments came up during a summertime deck chat. My neighbor was talking about one of her friends who is with a very popular competitor. With…
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Asset distribution plan
Asset distribution plan We’ve been talking this summer about the three different kinds of parts or aspects of an estate plan. The first is taking care of people, your loved…
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