It is time to get your financial house prepared for the end of 2022. This list of questions is abbreviated to include issues with the largest impact on your finances. As always, we recommend you consult with your financial planning team and your tax advisor before proceeding. Have you contacted your financial advisor to ask … Read more
Our Blog: The Bishop’s Piece
Retirement Planning Expenses
Andrew discusses important expenses to consider in your retirement plan. Have you evaluated these major expenses in your retirement plan?
Six Rules For Retirement
Make Well-Informed Decisions The subject of money stirs a variety of emotions. It is easy to get caught up with media coverage and their opinions. As an investor you will hear many others comment and opine about how to invest in the market. There is no shortage of people willing to share their latest hot … Read more
20 Questions To Ask Your Financial Advisor
Choosing a financial advisor can be a daunting process. You’re looking for a professional to delegate the day-to-day management of your portfolio of assets. You want to feel secure knowing that the people and the company with whom you choose to partner reflect your values and are willing to take the time to understand you … Read more
Six Birthdays To Know For Financial Planning
“Happy Birthday To You! Happy Birthday To You! Happy Birthday dear investor! Happy Birthday To You!” As the calendar pages continue to turn, it may be useful to have a list of birthdays that affect your financial life. 50 Fifty is an exciting birthday year. At 50 you are able to make “catch-up” contributions which … Read more
It’s Time To Review Your Estate Plan
Alan Lakein wrote, “Planning is bringing the future into the present so that you can do something about it now.” Estate planning is no different. It can be a difficult topic because no one wants to talk about end-of-life scenarios although it is an inevitable eventuality. Chances are you’ve completed your estate planning process but … Read more
