facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

Latest From Our Blog



%POST_TITLE% Thumbnail

5 Reasons Why You Don't Need to Be a Rockefeller to Have an Estate Plan

We typically hear the word “estate” and automatically associate it with the super wealthy. The truth is that most working families will likely benefit from having an estate plan in place. There are non-monetary things that can be taken care of via wills, trusts, and powers of attorney. Here are five reasons why you should consider establishing an estate plan even if you’re not super wealthy.

Blog Updates
%POST_TITLE% Thumbnail

Saving vs. Investing: Here Are the Key Differences for Managing Your Money

Saving and investing are both important, but they’re not the same thing. While both can help you achieve a more comfortable financial future, consumers need to know the differences and when it’s best to save and when it’s best to invest. The biggest difference between saving and investing is the risk versus the reward. Saving typically allows you to earn a lower return but with virtually no risk. In contrast, investing allows you to earn a higher return, but you take on the risk of loss in order to do so. By James Royal via Bankrate.com.

Blog Updates
%POST_TITLE% Thumbnail

Find Your Place in the Profession

Luis F. Rosa, CFP®, EA, spoke at NexGen Gathering about his career path within financial planning, diversity in the financial planning profession, and how the next generation of planners can find their own place in this profession – even if it doesn’t exist yet. As a firm owner, Luis spends a notable amount of time involving himself in the profession. He firmly believes that, in order to positively impact his clients – and the profession as a whole, it’s important to be involved as a mentor. He’s involved as a mentor through NexGen, attends conferences frequently, and also focuses on one-on-one, informal mentorship of new planners. Luis is passionate about focusing on building up the next generation and he loves to participate in focused mentorship of potential new minority planners. He also encourages other planners and work to continue building the profession. In this episode, Luis shares importance of mentorship, how to define your place within the profession as a new planner, and how you can find a home within financial planning. You won’t want to miss this!

In The News Blog Updates
%POST_TITLE% Thumbnail

InvestmentNews 40 Under 40 Class of 2019

Honored to be part of the 2019 class of 40 Under 40 from InvestmentNews and sharing the cover with Julia Wiss and Anders Jones. The 40 Under 40 Award is an annual award owned by InvestmentNews, a media company. Individuals may nominate themselves and no fee can be paid to be considered for or receive the 40 Under 40 Award. Minimum qualifying criteria include receiving a nomination for the award, being under the age of 40, and working primarily in the financial advisory industry, Eligibility for the award is determined by accomplishments to date, contribution to the industry, leadership, and promise. For the detailed requirements of the InvestmentNews 40 Under 40 Award, please visit: https://www.investmentnews.com/section/awards-and-recognition/40-under-40

In The News Blog Updates
%POST_TITLE% Thumbnail

6 Simple Ways to Help Increase Your Net Worth

"Net worth" is the simplest indicator of your overall financial well-being. Simply defined, it's the difference between your assets (such as investment accounts, retirement funds and properties) minus all liabilities (including mortgages, credit card debt and other loans). Your net worth is very important in helping you determine how much debt you have and how it can affect your future wealth. It also helps you to highlight critical areas in your financial life that you should focus on early enough. If you have already calculated your net worth and found that it’s lower than you expected, or that you need to increase it starting now; here are a few simple ways to help.

Blog Updates