Estate planning is more than just creating a will. As a Financial Planner I have the unique responsibility of preparing my clients for events that cannot be predicted, but it is my job to make sure they are anticipated.  One of the greatest tools in my toolbox is Estate Planning, a tool that allows me […]

Equity markets suffered their worst week since 2011 for the week ending August 21, with the Dow Jones Industrial Average down more than 1,000 points and the S&P 500 down 5.7%. Put into the context of the bull market of the past six years, a pullback can be seen as normal activity for a market that has […]

The percentage of adult children providing personal care and/or financial assistance to a parent has more than tripled over the past 15 years. According to the MetLife Mature Market Institute research, “Currently, a quarter of adult children, mainly Baby Boomers, provide these types of care to a parent.” How do we plan well so we […]

Congratulations Ali! Our very own Ali Criss has been voted Best In The South Sound: Financial Advisor for the second year in a row!  Thank you everyone who chose to share their appreciation for Ali, and Financial Insights service.  Ali’s dedication to doing the best she can for her clients, as well as working tirelessly […]