financial advice
6 Tips to Prevent Fraud
6 Tips to Prevent Fraud Fraud is on the rise, but you can protect yourself! As a society, we have come very far in the last 50 years. As we look at the world today we have gas-less cars, smartphones, high powered laptops, artificial intelligence, smart homes, fingerprint and facial recognition and so much more. […]
Talking Finances with your Adult Children
Talking Finances with your Adult Children Many of my clients have asked for helpful tips they can share with their adult children on managing finances, estate planning, and particularly, what they need to know as beneficiaries. I know these conversations can be difficult to initiate, both for parents and children, and want to provide you […]
Market Volatility: 3 Steps to Keeping Calm
It is well known that the stock market goes up, and the stock market goes down, but investors are supposed to keep their wits about them and focus on their long-term goals and hold steady. But it can be hard to sit idly by and watch volatility in the markets—and in your portfolio—without thinking this […]
Helping Your Child Save: 11 Tips and Tricks You Need to Know
Helping Your Child Save 11 Tips and Tricks You Need to Know Learning about finances is important at a young age. Here at Great Basin, we offer a variety of resources to help get your child started, but a lot of their learning will come from you – their parents! Here are a few tips […]
Beyond Resolutions: Keeping your Financial Paperwork in Order
Beyond Resolutions Keeping your Financial Paperwork in Order New Year’s resolutions can be great motivators, but any time of year is good to get your financial paperwork in order. Managing your important documents—whether electronic or on old-fashioned paper—can make your financial life easier. If this is the year you said you’d finally get organized, or […]
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