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Insights

Why You Should Consolidate Your Old 401(k)s With a Financial Advisor

If you’ve changed jobs, you may have old 401(k)s left behind—and managing them often gets overlooked.

Your Money, Their Target: How to Stay One Step Ahead of Scammers

It often starts with a simple click or a moment of distraction. A convincing email, a friendly-sounding voice on the phone, or a deal that seems too good to pass up. However, these official looking messages are actually scammers.

Are You Following the Financial Herd?

Herd mentality is the tendency to follow the actions of a larger group, even when those actions might not be in one’s best interest. When it comes to finances, herd mentality can have significant implications for your investments and retirement planning.

The Hidden Cost of DIY Investing

Doing your own investing has never been easier. The tools are accessible. The online resources are endless. But there’s one cost that often gets ignored: peace of mind. When markets are calm and rising, it’s easy to feel in control.

Set Your Child Up for Success: The Power of a Roth IRA

Parents are known for investing in their kids’ futures: encouraging good habits, instilling values and skills, and helping them go through life on a path better than their own. But one item often gets overlooked: your children’s retirement.

Instilling Financial Values in Your Family

Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer. More than $72 trillion of that will pass from older generations to their heirs, while nearly $12 trillion will be donated to charities.

Teaching Children About Money

Most parents can relate to the challenges of teaching their children about money—whether it’s explaining the difference between wants and needs, encouraging them to save, or helping them understand the value of a dollar.

Holding Too Much Cash Could Cost You More Than You Think

Over time, cash loses purchasing power—about 56% over the past 30 years due to inflation.

The Silent Thief: How to Stay Protected from Inflation

As a financial planner, I know that there are many risks threatening a retiree’s nest egg. But if you ask me what the most underestimated threat to a secure retirement is, my answer might surprise you.