Estate Planning
Crystal Butler
Paving the Way for Smooth Estate Transitions

Simplify estate management for your heirs and learn what to expect if you receive an inheritance.

Paving the Way for Smooth Estate Transitions
Investment Planning
Russell Rivera
Is Dollar Cost Averaging Right for You?

Dollar cost averaging is a straightforward, methodical investment strategy that can help reduce investing anxiety and ease the complexities of trying to time the market.

Is Dollar Cost Averaging Right for You?
Russell Rivera
5 Questions to Ask Yourself 5 Years Before ...

Is retirement on the horizon for you in the next five to ten years? It’s a goal that you’ve spent a lifetime working towards and with the finish line in sight, it's the perfect moment to fine-tune your plans to ensure your transition is as smooth as possible.

5 Questions to Ask Yourself 5 Years Before Retirement
Financial Wellness
Russell Rivera
How Understanding Your Money Personality Can ...

The way we relate to money has deep-rooted patterns. Shedding light on your money personality can offer a fresh perspective on your financial roadmap.

How Understanding Your Money Personality Can Shape Your Financial Journey
Financial Wellness
Russell Rivera
Strategies for Making Sound Financial Decisions ...

Embracing a new job role? Learn the essentials of making strategic financial decisions during career transitions so your wallet keeps pace with your professional evolution.

Strategies for Making Sound Financial Decisions During Every Career Move

Retirement Plans for Really Small Businesses

Retirement Plans for Really Small Businesses

Do you have a business with 5 or fewer people working in it?  Or maybe it's just you?  Have you thought that a 401k was too much to deal with, but you'd like to save more than you can in an IRA?  Want to still save on some 2017 taxes?  This post introduces you to a possible solution.  

Educating Our Children, Educating Ourselves Part 2

Educating Our Children, Educating Ourselves Part 2

In our first blog, I wrote a story about the parent of a child wondering whether a Kindergarten curriculum is likely to have greater success getting their child into Harvard or Dartmouth.  While the question was fairly ridiculous, in some ways it showed a thought process.  The parent has a goal and wants to take the necessary steps to attain that goal.  So while the parent has done things incorrectly in understanding the measures needed to attain that goal, what have they done right?