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How to Avoid Sinking Your Financial Ship

By Chelsi Balfour

By Scott Keegan, Associate Wealth Advisor I recently watched a short video called “Why Ships Don’t Sink as Often These Days.” As a male, the potential of seeing large boats slam into large waves had me hooked.

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Expect Authentic Customer Service from Your Financial Advisor

Posted on May 28, 2021

Life Insurance Strategies for Business Owners

Posted on May 26, 2021

Does Your Financial Advisor’s Age Matter?

Posted on May 11, 2021

How to Fit the Kids’ College into Your Financial Plan

Posted on April 29, 2021

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In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

Posted on January 28, 2020

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

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10 Common Estate Planning Mistakes (and How to Avoid Them)

Posted on December 6, 2019

4 Ways To Improve Your Estate Plan

Posted on November 11, 2019

Busting Three Half-Truths About Reverse Mortgages

Posted on July 8, 2019

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Posted on February 19, 2019

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Market Commentary

Market Commentary: One-year Inflation Rate Accelerates and Job Openings Hit All-Time High

U.S. consumer prices continued to go up faster than normal. The Consumer Price Index (CPI) jumped 0.6% last month and has now increased 5.0% over last year (Figure 1). Used car and truck prices rose 7.3% last month and are 29.7% higher over the last year. New car prices increased 1.6%, and …

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Market Commentary: Amid Hiring Challenges, Hourly Earnings Rise, Some Unemployment Benefits Cut

Market Commentary: Home Prices Surge Over Previous Year; Disposable Income Dips

Market Commentary: S&P Earnings Outperforming, Unemployment Claims Down

Market Commentary: A Muddled Economic Picture, Volatile Markets and Rising Inflation

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Newsletters

How to Use an Irrevocable Life Insurance Trust in Your Estate Plan

Posted on June 3, 2021

Savvy investors keep one eye on Wall Street and one eye on Washington. One of the main topics of Capitol Hill conversations is estate taxes, specifically annual and lifetime exemption amounts. Estate taxes often take aim specifically at the high net worth crowd, who have more to pass on.

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Blog

How to Avoid Sinking Your Financial Ship

Expect Authentic Customer Service from Your Financial Advisor

Life Insurance Strategies for Business Owners

Does Your Financial Advisor’s Age Matter?

How to Fit the Kids’ College into Your Financial Plan

In the News

In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

10 Common Estate Planning Mistakes (and How to Avoid Them)

4 Ways To Improve Your Estate Plan

Busting Three Half-Truths About Reverse Mortgages

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Market Commentary

Market Commentary

Market Commentary: One-year Inflation Rate Accelerates and Job Openings Hit All-Time High

Market Commentary: Amid Hiring Challenges, Hourly Earnings Rise, Some Unemployment Benefits Cut

Market Commentary: Home Prices Surge Over Previous Year; Disposable Income Dips

Market Commentary: S&P Earnings Outperforming, Unemployment Claims Down

Market Commentary: A Muddled Economic Picture, Volatile Markets and Rising Inflation

Newsletters

Newsletters

How to Use an Irrevocable Life Insurance Trust in Your Estate Plan

Managing Your Wealth with Life Insurance through Life Stages

How a 529 Plan Can Help You Save for College and Invest in the Future

Tax Tips for Business Owners in a COVID World

Help Improve Your Financial Plan This Year with These One-time Adjustments

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