Financial Planning
Learn how our planning process aligns your unique needs with your unique financial objectives. Let’s work together to create a roadmap to your future goals!
Your Security Online: Recognizing Suspicious Content
It’s important to stay safe online. Here’s a list of some of the common types of suspicious content and how to recognize it so you’re ready to navigate this tricky new reality.
Healthcare Planning
Are you prepared for future healthcare costs? Watch this video to find out why it’s important to plan now for the high cost of healthcare in retirement.
Be Cyber Smart
Phishing attacks use email or malicious websites to infect your machine with malware and viruses which collect personal and financial information.
Retirement Income Education
Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies.
Understanding the Estate Planning Process
A well-structured estate plan can be invaluable. Through it, you can control the distribution of your assets and possessions, as well as name guardians for your children or plan care for other dependents.
The Biggest Financial Pressures Facing Retirees (& How to Plan for Them)
Retirement benefits aren’t what they used to be, but there are actions you can take to get the most out of your existing benefits.
[Whitepaper] Is College Worth It?
Is college worth it? This whitepaper examines the costs and benefits of attending college today in hopes of helping families and young Americans make appropriate education-related choices for their futures.
Comparing 403b v Roth IRA
When deciding what types of retirement accounts you may need, it’s important to understand how your options compare. Take 403(b)s and Roth IRAs. Do you know how these two options compare and how you can contribute to each?
IRS Makes Contribution Limit Changes for 2022
The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020.
Building Wealth and Avoiding Taxes with Roth IRA
As you are building your wealth and saving for retirement, a Roth IRA could be a tax-advantaged solution for you to invest your money and boost your retirement savings.
Retirement Strategies for Millennials
Retirement looks different now than it did for prior generations, and many Millennials worry that Social Security will not be available for them when they retire.
A Long-Term Opportunity: Home-Based Care
Home-based care enables you or your loved one to remain at home, living independently but receiving needed support and assistance.
Should You Name Irrevocable Beneficiaries?
One of the most important decisions you’ll make is who will receive your assets and take over your estate. To help ensure your loved ones receive the assets you want them to have, you can name irrevocable beneficiaries.
A Woman’s Guide to Long-Term Care
Women face unique financial challenges as they age. Compared to men, women live longer, earn less, and spend fewer years in the workforce. If you’re a woman or support a woman in your life, consider looking into LTC options.
A Step-by-Step Plan for Helping Your Parents
The best plans for managing the finances of an older relative are made when that individual is still healthy. Addressing care options now for your aging parents will pay dividends for everyone! Learn more with this infographic:
Elder Abuse & Estate Planning
Financial Planner Jon Lilja discusses elder abuse, estate planning, and the importance of POLST in his newest educational video.
Dealing with Elder Care Issues
Plans created at age 65 often require a second look when seniors reach their late seventies, eighties, and nineties. If you have an aging parent or relative, look into these arrangements to address their concerns.
