by Nick Smail | Oct 12, 2023 | 401(K), IRA, Retirement, Retirement Accounts
As financial advisors, we want to be able to help clients reach their important financial goals as best as possible. One of the key aspects of helping you reach your goals involves getting an overall snapshot of your financial portfolio. Many people tend to have money...
by Fehrman | May 17, 2023 | Estate Planning, Financial Goals, Financial Literacy, Financial Planning, Markets and Investing, Money and Children, Personal Planning, Retirement
Finances can be a tricky topic. Some people are more comfortable discussing money than others. But when it comes to your estate plan, it’s important your loved ones understand your wishes. A discussion to share your plans is the first step. We have some tips you can...
by Fehrman | Dec 20, 2022 | Financial Goals, Financial Planning, Personal Planning, Retirement
Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here’s a set of resolutions that can...
by Fehrman | Sep 9, 2022 | Financial Goals, Financial Planning, Investing Women, Markets and Investing, Personal Planning, Retirement
What is a 401(k)? A 401(k) is an employer sponsored retirement plan offered by many companies. Upon reaching eligibility, an employee can choose to contribute a portion of his or her compensation into the 401(k). Often times, an employer will offer a match for...
by Fehrman | May 9, 2022 | Retirement, Social Security
Throughout the month of May, we will be talking about Social Security, and debunking a few common myths about what its purpose is and how it works. The best place to start is by defining what Social Security actually is. Social Security is a federal program that...
by Fehrman | Mar 24, 2022 | Estate Planning, Financial Planning, Investing Women, Long Term Care, Personal Planning, Retirement
Since March is National Women’s History Month, we wanted to bring some attention to the unique considerations in financial planning for women. It is important to understand how these challenges many impact you, or the women in your life you care about. While every...
