We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
What every parent and grandparent should know about protecting their legacy The arrival of a child or grandchild is one of life’s most meaningful milestones. Along with the joy, it introduces a new level of responsibility—especially when it comes to safeguarding your family’s financial future. Moments like these naturally bring…
Even as mortgage rates have come down from recent highs, they remain well above the levels many grew accustomed to over the past decade. At the same time, limited inventory continues to push both home prices and rents higher in many markets. This has shifted the timing and accessibility…
In this video, Wayne Bell-Warren, discusses why volatility isn’t the enemy when it comes to investing. Market ups and downs may feel uncomfortable, but they’re a normal part of the journey. Financial plans are built with these fluctuations in mind—aligning risk, goals, and asset protection. The real danger isn’t the…
Are Your Retirement Savings Really on Track? Planning for retirement is one of the most important financial steps you’ll take—but how do you know if you’re saving enough? With rising living costs, increasing healthcare expenses, and the uncertainty of Social Security benefits, it’s crucial to evaluate your…
Money worries affect everyone, regardless of financial status. Fear of the unknown, market volatility, and unexpected life events can create stress, while responsibilities to family, charities, and maintaining financial independence add to financial concerns. Even the wealthy fear running out of money or becoming a burden. A well-structured financial plan…
Many people delay estate planning, assuming it’s only for the wealthy. Others equate it with tax planning, which they believe can be done later. Some avoid it altogether because it’s a reminder of mortality. However, it’s never too early to Start to Plan. A well-structured estate…
Is It Time to Make a Financial Plan? Key Signs to Watch For You know you need to make a plan with your money – but when? The signs may well sit right in front of you, from your paycheck to your debt, to your willingness to ask for professional…
Reviewing Your Estate Plan: 12 Key Considerations Estate planning is a crucial part of financial security, but it’s not a one-and-done process. As life changes, so should your estate documents. Reviewing your estate plan every five years—or sooner if major life events occur—can help ensure everything remains…
According to data collected by The United States Census Bureau, not surprisingly, young adults and those making less money are hardest hit by the pandemic. The United States Census Bureau has been collecting data in as close to real-time as possible in order to provide empirical insights into how Americans…