Ask an Advisor: How do I talk to my aging parents about their finances? How to talk to aging parents about finances As baby boomers enter the period of life when they need some form of care, you may find yourself in a position where, for the first time in your life, you’re starting to […]

Ask an Advisor: How can we navigate financial challenges associated with unexpected events like health issues or economic downturns? You’ve worked hard all your life. Retirement is supposed to be the next chapter where you do more things on your own terms, not someone else’s. However, unforeseen events still arise that could derail your retirement. […]

Ask an Advisor: As parents of young children at 43, what steps should we take to secure their financial future and plan for our retirement? Securing your children’s financial future while planning for your retirement requires an exhaustive balancing act. I get it as a father myself. Here are my recommendations and what works for […]

Ask an Advisor: When an owner is considering a sales transaction, who should be included in the deal team, and what is the role of the wealth advisor/strategic lead advisor in this process? Selling a business is a monumental decision for any business owner, often representing the culmination of years, if not decades, of hard […]

Ask an Advisor: How can a single individual at 45 navigate the challenges of funding both short-term goals and long-term retirement savings simultaneously? At 45, you likely realize that you have similar financial needs that you had at other ages. That is: you still have a mortgage, car payments, and increasing lifestyle expenses.   You have […]

Ask an Advisor: What are the key financial considerations for a single individual at 35 aiming to build a strong foundation for future wealth? For a 35-year-old individual aiming to build a strong foundation for future wealth, there are several key financial considerations to keep in mind. By strategically managing your finances, you can pave […]

Ask an Advisor: I’m 40 and thinking about taking my 401(k) out to pay off some high interest credit card debt. Is this a good idea? First, it’s important to consider all your options when evaluating how to pay off your high-interest credit card debt. You will want to write out each option, the monthly […]

Ask an Advisor: I’m a single mom, 10 years from retirement. My adult daughter is 28, still living with me, and costing me a lot of money. She always seems to be short on money each month. How can I stop the financial bleeding? Dear Single Mom, As you approach retirement, it is time to […]