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As August comes to a close, it's a good time to think about your estate plan.Estate planning is about more than assets. ...
08/31/2026

As August comes to a close, it's a good time to think about your estate plan.

Estate planning is about more than assets. It also involves preparing for how important decisions and responsibilities may be handled in the future.

A few areas to consider:
💭 Updating your will
💭 Reviewing powers of attorney
💭 Considering plans for future generations
💭 Taking steps that may help reduce potential stress for loved ones

Every family’s situation is different, and estate planning can evolve as life changes.

Retirement strategy should begin before middle age. Starting young gives your savings more years to grow and compound. T...
08/28/2026

Retirement strategy should begin before middle age. Starting young gives your savings more years to grow and compound. The earlier you begin, the earlier you can build a habit of saving.

There are so many reasons to create a will this month, but here are three big ones to consider: 1. Direct Your Property:...
08/21/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

1. Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

2. Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

3. Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

Contact us to discuss how we can help.

New research from The Aspen Institute looks at what it calls “essential wealth”: a benchmark for financial resilience an...
08/19/2026

New research from The Aspen Institute looks at what it calls “essential wealth”: a benchmark for financial resilience and major life milestones.

The benchmark includes having six weeks of take-home pay in savings, along with enough net worth to support goals such as homeownership and retirement security.

According to the report, about 34.5 million U.S. households fall short of that threshold. The estimated net worth needed varies by age group: 18-29: $40,000 30-39: $120,000 40-49: $265,000 50-64: $530,000 65+: $775,000 for a couple with no mortgage

These figures are broad estimates and can vary based on income, location, household needs, and housing costs. The broader takeaway is that income alone does not always show whether a household feels financially secure. Savings, assets, debt, housing, and long-term goals all help shape the bigger picture.

Travel can feel very different once time is no longer tightly scheduled. For many, it becomes less about fitting a trip ...
08/11/2026

Travel can feel very different once time is no longer tightly scheduled.

For many, it becomes less about fitting a trip into the calendar and more about deciding how they want to spend their time. Whether that means staying longer, traveling more often, or bringing family along, those choices often reflect years of thoughtful decisions.

It may be worth revisiting how travel fits into your overall approach, especially as priorities continue to evolve.

Reach out to your financial professional to discuss how your strategy can support the adventures you've earned.

What's on your retirement travel bucket list?

📝 August is National Make-A-Will Month, a timely reminder that estate documentation deserves your attention. A whopping...
08/05/2026

📝 August is National Make-A-Will Month, a timely reminder that estate documentation deserves your attention.

A whopping 76% of Americans don't have a will.

This can lead to unintended consequences for those with asset distribution and care for children.

A comprehensive estate strategy can help preserve your legacy while helping manage the probate process.

Consider reviewing your documentation periodically, particularly after significant life events such as marriage, divorce, or the birth of children and grandchildren.

Women, on average, live longer than men, which means retirement may last longer, too.Every retirement journey is differe...
07/27/2026

Women, on average, live longer than men, which means retirement may last longer, too.

Every retirement journey is different. Planning ahead can help you prepare for whatever the future may bring.

Sometimes, life hands you big surprises that affect your finances. On such occasions, your long-term investment or retir...
07/21/2026

Sometimes, life hands you big surprises that affect your finances. On such occasions, your long-term investment or retirement strategy may need to be reassessed.

Some of life's greatest rewards come from staying the course through challenges and keeping a long-term perspective.
07/16/2026

Some of life's greatest rewards come from staying the course through challenges and keeping a long-term perspective.

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