Today’s the perfect time to make the next right step toward your long-term financial goals.

If you have someone in your life with college ambitions, let’s talk about saving strategies.

After a busy summer of writing and editing, today we started recording some short videos for our social media. Keep an eye out to learn more about a wide variety of financial topics. If there are any others you’d like us to cover in the future please let us know.

From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar. TIME.COM Why Parents Should Start Small When Teaching Their Kids About Saving

Wishing you a safe, fun and relaxing Labor Day!

We hope everyone has a safe and fun Labor Day weekend. For Sandeep that means taking the kids to the beach to beat the extreme heat.

Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.

Working toward your long-term financial goals starts with making the next right move.

Staying focused amidst uncertainty can help you reach your future financial goals.

When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement? KIPLINGER.COM 10 Things You'll Spend Less on in Retirement | Kiplinger

National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?

Wealth management is more than just managing money. It’s about helping people navigate the complexities of their financial and personal lives. With 2020 being so volatile, one aspect that is getting more attention with our clients is how they can effectively and efficiently transfer wealth to heirs. Their concerns include future taxes, healthcare costs and giving their children and grandchildren resources now instead of later. Here is an interesting article I read this morning on who owns equities amongst the different generations. Older Americans are selling the stock market to junior generations https://www.cnbc.com/2020/10/17/older-americans-are-selling-the-stock-market-slowly-but-ceaselessly-to-junior-generations.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard CNBC.COM Older Americans are selling the stock market, slowly but ceaselessly, to junior generations

Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations? FORBES.COM Best Ways For Grandparents To Teach Grandkids About Money

Working toward your long-term financial goals starts with making the next right move.

Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates. KIPLINGER.COM Boost Your Retirement Income in 3 Steps | Kiplinger

Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.

Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict. CNBC.COM What to tell your adult kids when planning your estate

Keep an eye on the future with financial advice, focused on you.

From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list? CNBC.COM Want a fun way to teach your kids about money? Try these games

From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list? MONEY.USNEWS.COM The Most Tax-Friendly States to Retire

While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them. HUFFPOST.COM 12 Money Mistakes You're Teaching Your Kids

Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation. MONEY.USNEWS.COM Start Planning for Your 2021 RMDs Now

In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life. MARKETWATCH.COM You should have a purpose in retirement, too

Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in. FORBES.COM Why Gen Xers Are Way More Worried About Money Than Boomers