2018 Key Numbers

There are two major drags on the success of your financial plan: fees and taxes. Fees are necessary to get professional management and advice and usually average about 1.5%. You evaluate the value you get by paying fees at least annually. Taxes are a significantly...

6 Keys to Financially Preparing for a Newborn

Nothing compares to the joy of finding out that you’re going to be a parent.  For many, the financial uncertainty of bringing a child into this world can add a lot of stress.  See below for 6 tips to help you roll with the punches once the baby comes. Make Sure...