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Financial tips

Watch Out for These Financial Scams
February 7, 2018

We never want to worry you, but we also want to help you stay informed on financial issues that can impact your life. For that reason, we’re sharing news of a few common scams that are circulating these days. Most con artists prefer to target retirees or those preparing to…

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Financial Planning Steps to Take Before the Year Ends
December 9, 2017

Financial planning and income taxes perhaps the last things you want to think about right now. December is all about joy and merriment, after all, and these topics can feel a bit dry to many people. However, setting aside a few minutes to review your financial situation before the end…

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Plan Carefully to Claim This Valuable Tax Deduction
December 4, 2017

As the holiday season gets into full swing, are you feeling charitable? You might enjoy making a difference in the world by giving to charity, or perhaps a particular cause has touched you personally in the past. Whatever your reason for giving, you probably also know that you can earn…

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Watch Out for This Insurance Scam
November 1, 2017

Recently, the IRS released information to tax professionals, warning them of a new insurance scam that criminals are using to fraudulently access annuity and life insurance accounts. Since educating our clients and warning them of issues that can impact them is important to us, we’re passing along this information to…

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10 Ways to Curb Impulse Spending
October 23, 2017

    It goes without saying that those who earn more money, have more to save for retirement. But whether you’re actually saving that money is a whole different story, isn’t it? We often find that those who earn more don’t necessarily save more, because they’re spending extra cash on…

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8 Ways to Accidentally Sabotage Your Financial Strategy
October 16, 2017

There are numerous different ways to invest and grow your personal wealth. Conversely, there are just as many ways to sabotage your long-term financial strategy! Working with a skilled financial advisor can help you identify beneficial opportunities as well as avoid potential pitfalls. The following eight mistakes are some of…

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5 Financial Tips to Pass Along to Your Grown Kids
October 9, 2017

Once your kids graduate college and venture out into the world, they don’t exactly need you to hold their hands while crossing the street anymore. But that doesn’t mean they don’t need your guidance, especially concerning more “adult” topics like planning a family, taxes, career decisions, and financial planning. You’ve…

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4 Major Reasons to Protect Your Social Security Number
September 18, 2017

It often seems that we spend a good portion of our time just filling out endless forms, doesn’t it? It seems that everywhere we go, we’re asked for our names, birth dates, addresses, phone numbers… and Social Security numbers. Now, in most cases, requests for that information are based on…

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What Wells Fargo Customers Need to Know
September 6, 2017

If you have a relationship with Wells Fargo Bank, including: Auto Loans, Mortgages, Credit Cards, Checking Accounts, Savings Accounts or a Merchant Account, here’s what you need to know: Auto Loans: Check your loan statement(s), not just the current one, and look for late charges, particularly when you’ve been paying…

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Ask Yourself These Questions About Life Insurance
August 28, 2017

If you already have a life insurance policy, you might feel slightly annoyed when people ask you about it. You’ve already purchased a policy, and no one wants to dwell on boring financial contracts or their own mortality. That’s understandable. But unless you are familiar with the details of your…

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