Blog

Leaving Your Current Financial Advisor—It’s Okay to Say Goodbye

Jul 3, 2019 4:29:00 PM / by Jason Shaw posted in Financial Planning

0 Comments

If you’re considering leaving your current financial advisor, you’re not alone. A 2015 study by Spectrem Group found that most respondents with a net worth of over $100,00 have changed advisors in their lifetimes. There are several reasons you might be considering making a switch, but how do you know it’s the right decision? Finding the right advisor requires investing the time to research candidates, and transferring management of your portfolio to a new advisor can come with a tangle of red tape. Here are some sound reasons to change financial advisors. 

Read More

What Is the Best Age to Start Saving for Retirement?

May 29, 2019 3:03:00 PM / by Jason Shaw posted in Financial Planning, Retirement

0 Comments

If you're thinking about retirement and the money you'd like to save up ahead of time, there are a few tips on when--and how--to get started. 

Read More

5 Benefits of Having Tax and Financial Services Under the Same Roof

May 17, 2019 2:52:00 PM / by Jason Shaw posted in Financial Planning, Tax Services

0 Comments

Tax planning and preparation is an essential part of an overall financial plan. To make the most of your income and assets, it’s important to consider the tax implications of every financial move you make. Likewise, an understanding of the wide range of investment choices available is beneficial in the effort to keep your tax obligations to a minimum. 

Read More

Saving for Retirement on a Modest Income

Nov 24, 2014 2:40:29 PM / by Jason Shaw posted in Financial Planning, Retirement

0 Comments

Saving for retirement is particularly challenging for those living on a modest income.  You may feel as though there isn’t any money left after covering your basic expenses each month. Even if you do manage to put away a few dollars, investing in an IRA often involves an initial deposit of at least $1,000.  Low- to moderate-income earners do have some tools available to help them get started, however. If you have found it difficult to begin saving for retirement, these tools and incentives can help.

Read More