Laws change. Goals change. Strategies change. That's why we work with our clients on an ongoing basis--as your life and the world around...

Do you need a plan in case of dementia or cognitive decline? How would you be cared for? How would your assets be protected from bad...

There isn't an exact formula to follow to calculate how much life insurance coverage you need. I like to ask clients these questions to...

There are two main types of life insurance: term and whole. Term Life Insurance Coverage Period: Term life insurance provides coverage...

1031 exchanges are great for pushing out some capital gains into your retirement years, but interest rates and property values are pretty...

Life Insurance: Do you need it?

Small business retirement plan comparison.

BLS inflation tool calculates spending power

I wrote a couple of months back about how much better CD and money market rates are now compared to previous years. (LINK) Currently you...

Every parent wants to ensure their children's success and happiness. Often we get parents who want to help their children save and build...

Savannah is much more likely than average to have a Hurricane Harvey rain event and is too flat with inadequate drainage to quickly drain...

Over the past decade a group of technology stocks known as FAANG (Facebook, Apple, Amazon, Netflix, and Google - now Alphabet) have...

Not so fast -- we can do some tax planning to get the IRA taxes paid at the lowest rate possible. https://clark.com/personal-finance-cred...

A couple of weeks ago I wrote a blog about how a primary residence gets taxed when sold. Continuing down that path, in today's post I...

When most of us think of retirement planning we think about our 401(k)s or IRAs. We don’t typically think about a Health Savings Account...

Today’s crisis is the debt ceiling. Will Congress and the President strike a deal to avoid a US government default? They’ve raised the...

I’ll admit it. I check my investment accounts too much. I know I'm not alone. There are a lot of people who like to stay well-informed on...

Home prices in the US are up 32% on average over the last 3 years (according to Redfin) so there are a lot of homeowners sitting on big...

Hopefully you’ve got a rainy day/emergency fund set aside for unforeseen expenses. Throughout the past decade with super-low interest...