Our Thoughts

Fortunes have been made and lost in cryptocurrency. Should you consider investing in it?

There’s been a lot of discouraging news about the stock market. Is it time to change your strategy?

Inflation’s finally back, and your best protection might be what you’re living in—especially if you have a mortgage. Preferably a pretty big one.

Paying the lowest income tax allowed isn’t just for April 15th. Read an advisor’s take on 5 tax planning strategies retirees should keep in mind to save all year.

Sometimes your Estate Plan may not be exactly how you imagined it. These 8 Estate Plan strategy myths you should avoid.

Saving money can be as easy as taking the time to plan your meals. Food expense is one area you can streamline your budget. 9 Ways to Save here.

As you acquire more wealth or get a raise your tax standings are constantly changing. Learn tax strategies for High Earners.

Working after you retire can be more beneficial than you think. Read more about the surprising benefits of work after retirement here.

The cold winter weather can be devastating to your insurance rates if you aren't prepared. Learn how to avoid an insurance claim this winter.

Social Security has become much more complicated now that people often switch careers. Learn how being a Public Employee affects your Social Security.

The alphabet soup of Medicare makes health insurance a nightmare. Practical Financial Planning guides you through the language of Medicare.

Family caregivers are essential. Here are some important statistics about caregivers and the impact they can have on families and finances.

How many life insurance policies are too many? Life can require additional life insurance policies but this will come with extra cost. Learn more here.

The difference between value and growth investing is sometimes subtle but important. Learn the difference between a value and growth stock here.

Teach your kids about strong financial habits and how saving can positively impact their future with our 4 financial tips for kids.

We get it, money-related stress is truly debilitating but its unavoidable. You can relieve your stress with our simple & easy techniques here.

Practical Financial Planning takes a look at your finances as a whole. Learn how Holistic Financial Planning will benefit your finances here.

Protecting your assets during a divorce is one of the first steps you should take. Learn how to pursue a collaborative divorce and achieve the best outcome here.