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Why Having a Fiduciary Financial Advisor Matters Thumbnail

Why Having a Fiduciary Financial Advisor Matters

As a client, how do you know that your financial advisor has your best interests in mind? Getting the best financial advice is challenging and firms and advisors attempt to differentiate themselves as fiduciaries. This article is about what a fiduciary financial advisor is, the difference between fiduciary and suitability standards and what you should focus on as a client while planning your financial future.

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Protecting Yourself During Gray Divorce Thumbnail

Protecting Yourself During Gray Divorce

Gray divorce is a term used for people ages 50 and older going through separation and divorce. However, divorce at any age can present financial issues and challenges but can be especially disadvantaged when their financial future becomes less secure. Though the challenges associated with divorce are never something anyone wants to plan for, read more to see what you should consider and how you can prepare yourself beforehand.

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Are you ready for potentially higher taxes or costs? Thumbnail

Are you ready for potentially higher taxes or costs?

President Biden recently unveiled the American Families and American Jobs Plan proposing that the government spend nearly $2 trillion on infrastructure and another $1.8 trillion on social programs which would be funded y tax hikes on the wealthy. Read more for a summary of some of the major tax proposals, their impact on you and the planning considerations you should review.

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Rising Home Prices and Your Financial Plan Thumbnail

Rising Home Prices and Your Financial Plan

If you're looking to buy a home, should you wait with the hope of a price drop or should you jump in because prices are going higher and pickings are slim? It's virtually a seller's market throughout the country and trends in the rise of residential real estate have several planning implications. Read more how you can be prepared and try to make the right decision for your financial future.

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Spring Clean Your Finances Thumbnail

Spring Clean Your Finances

The traditional ritual of spring cleaning can take on a new meaning this year. Just as your home doesn't declutter itself, your finances don't either. Your financial house doesn't have to be spotless, but planning and assistance go a long way in getting things in order. Here are six tips to discuss with your family and financial advisor as you break out your financial dustpan and start to get things cleaned up.

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