Our Thoughts

With 2025 fast approaching, now is a great time to assess where you stand financially. Whether you’re looking to make updates to an existing plan or start fresh, this time provides a natural break to get your bearings and plan for the future. As we prepare for the new year, there’s a question that everyone should be asking themselves: Am I financially prepared for what comes next?

Remember, there are numerous ways to finance a college education, including scholarships, grants and student loans. However, there are no loans available for retirement. Striking a balance between saving for college and saving for retirement is essential. Consider working with a financial advisor to create a comprehensive plan that addresses both goals.

Within the complexities of comprehensive financial planning, the pillars of wisdom, compassion, bravery, and the quest for home shine brightest when illuminated by the timeless lessons of "The Wizard of Oz." This cinematic masterpiece is celebrating its 85th anniversary in 2024 and offers more than just a tale of adventure; it presents a metaphorical compass for steering through the financial storms of life that we all may face.

In a world where financial stability seems increasingly elusive, Generation X stands at a unique crossroads. Sandwiched between the baby boomers and millennials, our generation faces distinct financial challenges and opportunities. This guide is more than just a checklist; it's a roadmap to help you navigate through the complexities of personal finance, ensuring a more secure and prosperous future.

When approaching middle age, people often evaluate the exterior indicators of success—promotions, homes, and other status symbols, against a rapidly expanding digital era that is characterized by the emergence of social media and a shifting socioeconomic landscape. Some people come to the realization that, despite their accomplishments, they are still searching for something more meaningful in life.

There are opportunities and challenges associated with the current estate tax exemption's nearing expiry. High net worth individuals can safeguard their wealth from upcoming tax changes and guarantee that it will benefit their family and communities for generations by taking action now.