Hidden Risks, Let's Talk About It

There are things that happen in life that we all know about, but rather avoid experiencing personally. Like the host at a restaurant saying it will be a 2 hour wait or your contractor muttering “uh oh” as they work on that renovation in your basement. Generally, those two little words, “uh oh,” are a sign of something lurking behind the scenes that's about to become a big problem.

Some things you might consider before saying goodbye to 2021

What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. If notable changes occurred in your personal or professional life, then you may want to review your finances before this year ends and 2022 begins. Proving that you have all the right moves in 2021 might put you in a better position to tango with 2022.

Are you taking stock of your life and thinking about moving on?

(You're not alone.)

Inflation Is Inevitable - What Can we Expect in the Future?

With Fall officially arriving, we are reminded once again that we are closer to the end of the year than we are to the beginning. Along with that comes the holiday season, family time, and last-minute shopping. And while we may not be able to assist with the cooking, cleaning, and shopping that’s just around the corner, we want to help in the best way we know how—making sure your end of year financial checklist is complete!

It's natural to feel uncomfortable at times like these. But, you have resources available to help you navigate!

The stock market has been a little crazy! Are storm clouds on the horizon?

POAs and other advanced directives are becoming more important.

The point of the POA. A power of attorney (POA) is a legal document that delegates an individual’s legal authority to another person. If someone is incapacitated, the POA would allow a trusted party to make decisions on his or her behalf.

There are several types of powers of attorney:

How often do you think about retirement?

Most of us think about it a lot — at least four times a week.¹

You've spent years planning for retirement. But now you're wondering if your retirement dollars will last through the ups and downs of the stock market.