Ideas & Insights

Charitable Giving

December 08, 2016, No Comments by Shannon E. Johnson


As we're counting down to 2017 and the year is coming to a close, you may begin to start thinking about charitable giving. Whether the holiday season is inspiring you to pause or you're thinking of year end planning, it's helpful to know some basic charitable giving information before the year-end tax deadlines. 

Holiday Spending Tips

November 30, 2016, No Comments by Kimberly L. Curtis


So, we've made it through Thanksgiving... now onto the rest of the holiday season! The holiday music is beginning and we start to see lights on our neighbors houses. While the fun begins to build, it can also be a financially stressful time. Americans plan to spend an average of $935 on holiday gifts this year, according to the National Retail Federation...  $140 gets spent on themselves as well while shopping, bringing the whopping total to $1,075. Ouch! If you're starting to feel the stress creep in, here are three helpful spending tips for the holiday season. 

Paycheck ABCs

September 16, 2016, No Comments by Shannon E. Johnson


Every other week you watch funds come into you account... It's payday, hooray! So, when was the last time you took a few minutes to check out the summary of information on your paycheck? Do you know what all of those letters mean? Once you know what all the abbreviations stand for, you can make sure your various elections are correct. Check it out: 

Car Ownership

September 09, 2016, No Comments by Niels A. Jepsen


Other than real estate, buying a car may be one of the more expensive purchases you make. Seeing how the car fits into your financial plan is an important step. Before jumping into a big-expense item, it's important to assess what you prioritize and your financing options. 

Labor Day Deals

September 02, 2016, No Comments by Kimberly L. Curtis


Ah, summer is almost over! Did that fly by or what? As school is back in session, kids are off to college, and the (dare I say it?) leaves begin to change, Labor Day weekend is our last opportunity to take in the summer time. Hopefully, you get to celebrate a long weekend with family, friends and a cook out. Another tradition around the Labor Day holiday is the DEALS. As financial advisors, it's no surprise we love a good deal. US News & World Report released information about how to get the best bang for your buck this weekend. Here are the main take-a-ways: 

Federal Student Loans

August 18, 2016, No Comments by Niels A. Jepsen

As thousands of students head off to college, some may be considering the financial impact of their student loans. Great news, the federal student loan interest rates have decreased from the 2015/2016 year. The breakdown is as follows: 

Approaching Retirement?

July 28, 2016, No Comments by Shannon E. Johnson


Are you within ten years of retirement? If so, congratulations! With that exciting thought in mind, it's time to begin considering the different variables around your retirement. While the excitement begins to simmer, it can also be an overwhelming thought. Have you put all of your ducks in a row? Are you where you want to be emotionally, financially, physically and spiritually? As you make these assessments, consider the following points as you're a decade or so away from the big leap: 

Ready to Retire?

June 21, 2016, No Comments by Shannon E. Johnson


"Retirement only means that it is time for a new adventure." -Anonymous

Identity Theft Recovery

March 03, 2016, No Comments by Shannon E. Johnson


National Consumer Protection Week is coming up (March 6-12th) and it's the perfect time to take stock of your finances, health, privacy and technology. To learn more about protecting yourself from identity theft, read our post on the topic here. If you're one of the unlucky victims of identity theft, we have steps listed below to recover from the problem. 

College Costs

November 12, 2015, No Comments by Niels A. Jepsen


The College Board releases a report, Trends in College Pricing, annually. The report highlights the current cost of college and education trends. The following are highlights for the 2015/2016 academic year: 

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