Latest News

Getting a Head Start on College Savings May 3, 2021

Read More

Rebalancing Your Portfolio April 12, 2021

Read More

Pay Yourself First March 4, 2021

Read More

Preparing For Tax Season February 4, 2021

Read More

How Retirement Spending Changes with Time January 7, 2021

Read More

Year-End Charitable Giving and You December 2, 2020

Read More

The Secret to Moving the Needle on Your Credit November 17, 2020

Read More

Lesser Known Provisions of the Secure Act November 3, 2020

Read More

Caring for Aging Parents October 20, 2020

Read More

Your Emergency Fund: How Much Is Enough? September 10, 2020

Read More

How Retirement Spending Changes with Time

Old couple sitting at a table outside of a restaurant enjoying coffee

New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households “live it up” and spend more than they anticipate as retirement starts to unfold. In 10 or 20 years, though, they may not spend […]

Lesser Known Provisions of the Secure Act

Man and woman sitting at table outside of coffee shop with coffee cups in hand

The SECURE Act was passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to 72-years-old.1,2 While those provisions grabbed the headlines, several other smaller parts […]

Senior Meal Sites: Donate to the elderly this holiday season

seniors dancing

Senior Meal Sites in Washoe County Donate meals to the elderly this holiday season. The Holidays always make me wonder who has less; who is alone; who is in need? Often, we think about children during this time of year and whether the magic of giving is reaching them. We don’t typically think about our […]

Six things to help you remain on track toward your financial goals

Have you determined what you want your money to achieve for you and your family over the course of your lifetime? That begins with determining what financial well-being means to you, establishing specific goals and maintaining a clear picture of where you are at any given time along the path toward your goals. Below are […]

Legacy Planning

Happy three generation family sharing a mealtime together

A common misconception about legacy planning is that only the very wealthy leave legacies. But nothing could be further from the truth. That’s because your legacy is about far more than the money or assets you leave to loved ones or the organizations you support. It’s also about the family history, values and traditions you […]