Retire While You Work

Our initial goal was to raise $240,000 to support 20 survivors with a year of comprehensive aftercare services. But because of our community, we raised $302,675! That means an additional 5 survivors of human trafficking can receive care as they bravely pursue a brighter future. I am so proud of our team and being involved…

The investment committee recently met, so as always, we wanted to keep you up to speed with our discussions and thoughts as we continue to keep a close eye on the economy, the markets, and our strategies. What we like about the market and economy: Unemployment remains low Companies are still profitable despite inflation and…

Tax season can often feel like a whirlwind of stress and last-minute scrambling. But what if there was a way to breeze through filing next year’s taxes with confidence and ease? By taking proactive steps now, you can set yourself up for success and make the process smoother when tax time rolls around. Here’s a…

In the world of personal finance, the adage “cash is king” couldn’t be more true, especially when it comes to short-term liquidity needs. Cash, often referred to as the lifeblood of financial stability, holds a pivotal role in ensuring we can navigate the ebbs and flows of our financial landscape with confidence and ease. From…

I simply wanted to give some thoughts, advice, commentary on the current economy and stock market, and to check in: While the market isn’t at an all-time high, it surprisingly seems to keep creeping up despite interest rates rising again, political chaos, and inflation still high. ** Fun fact:  this marks 15 years of a…

Digital assets are increasingly becoming a significant part of our lives. We store our photos, videos, music, and other personal data online. We also use digital assets for financial transactions, such as online banking and cryptocurrency. As digital assets become more important, it is important to include them in your estate plan. This will ensure…

Retirement is often seen as the golden phase of life; it’s a time when we can finally relax and enjoy the fruits of our labor. However, despite having saved diligently throughout our working years, many individuals find it challenging to spend their hard-earned savings during retirement. This reluctance stems from various psychological barriers that prevent…

It is crazy to think that it is July and we are already halfway through this year. During this point of the year we always believe that it is important to reflect on the events of the last 6 months and on the progress of all of our clients long term plans. We also find…

Over the past few years, cryptocurrencies have become increasingly popular and have gained a significant amount of attention from investors and the media alike. However, recent events have shown that the hype around cryptocurrencies may be starting to fade. The fall of crypto can be attributed to several factors, including regulatory uncertainty, market volatility, and…