Uh Oh! I’m Suddenly Rich. Now What Do I Do?
Surprisingly, dealing with sudden wealth can become a nightmare. Learn the five steps you can take immediately to successfully manage the financial and emotional crises that can come with sudden wealth. People come into financial windfalls in a number of ways: Lottery Sale of Business Stock options Inheritance Read More
Solo Agers: How to Chart Your Course to Avoid 5 Common Perils
Let’s face the truth. If you’re reading this, you’re breathing. And if you’re breathing, you’re getting older. And for an increasing number of us, that may mean you’re a solo ager. Navigating life as a solo ager means you are aging independently without a built-in safety net of immediate family support. Read More
Financial Planning Steps to Take at the First Signs of Memory Loss
Facing the early signs of memory loss can be unsettling, but it’s also a critical time to act. Creating a strong financial and legal foundation as soon as you can ensures your wishes are honored and your loved ones are protected. Whether for yourself or a loved one, addressing these steps early can bring clarity, peace of mind, and security for the future. Read More
How to Find the Best Financial Advisor for Where You Are Now
You have probably seen the articles. Some are long. Some are short. The common thread is that the writer claims there is one perfect and absolute set of questions to ask (and corresponding answers) whenever you interview a potential financial advisor. I don’t think so. Read More
Don't Let Ignoring Financial Decisions Overwhelm Your Business Success
Back in second grade, it didn’t really matter much if you failed to make a decision. If one of your parents called out into the back yard to ask if you wanted a PB&J or grilled cheese sandwich for lunch and you were intent on climbing the tree and didn’t answer, you suffered no lasting harm from being served your second-choice lunch option that day. But... Read More
Cyber Security: Reduce Your Risk (Lakeside Chat 5-15-24)
In today's digital world, protecting your personal information online is more critical than ever. It's essential to be proactive in protecting your online presence and reducing risks of falling prey to scams or other risks. In our latest Lakeside Chat we explore practical tips and strategies to help you be safer in the digital world. Read More
Why Having Disability Insurance Actually Protects Your Most Valuable Assets
Wouldn’t you love to have a very accurate, high-definition crystal ball? One that gives you a clear view of what might come in the days, months, and years ahead? Of course there’s little use in wishing to see the future. All we can do is work with the facts and statistics of what we know today, to help prepare for tomorrow. Read More
Second Opinion? Six reasons you may want fresh financial advice
You leave your financial advisor’s office with a nagging doubt. They’re the one with the credentials, of course. But something’s not right. Should you get a second financial opinion? Yes, say those who have done so, and don’t think twice. A fresh perspective can make all the difference for your financial health and confidence. Here are a few good reasons to... Read More