David Finch

10/03/2022

It’s National Financial Planning Month! In honor of the occasion, set aside time to check on your top financial goal and see if you’re on track. Then let’s set up a meeting to discuss.

09/30/2022

Retiring in your 50s sounds nice in theory, but it may come with obstacles.

People who have tried it advise others to think about how they will fill their days and not empty their savings

09/27/2022

What lessons would you add to the list?

To be happy and independent, kids need to know a thing or two about money. Here are five suggestions for helpful money lessons that parents should share with their children as they grow up.

09/19/2022

Which of your financial goals are you most excited about?

09/12/2022

Planning can turn future dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help you achieve them.

09/12/2022

Understanding your risk tolerance level can help you feel more confident during market ups and downs. If you don't know your risk tolerance, or if you think it has changed, let's talk.

09/05/2022

By combining a mix of distinct asset types and investment vehicles, a diversified portfolio limits exposure to any single risk. Together, we can determine what level of diversification makes sense for you.

09/05/2022

Happy Labor Day! Today, we honor and recognize the American labor movement. How are you spending the day?

08/31/2022

From residential to commercial to real estate investment trusts, real estate investing has shifted in recent years. Together we can explore the topic of real estate trends.

08/31/2022

In retirement, the house where you raised your kids may no longer fit your needs or your budget. Consider these seven common living arrangements for seniors.

Take a look at all the most common living arrangements available to retirees.

08/26/2022

If you're in a two-income household, you may want to consider banking one income to increase your savings, pay down high-interest credit cards, or build back your emergency fund. Let’s discuss your options.

A guide to living on one income within a two-income household/relationship—and why this can be the key to financial security. Plus, tips from money experts on how to live on one income without making it feel like a punishment.