Latest Blogs

Having a financial professional guide you through the wealth building process is important, but how do you know if your advisor has your best interest in mind?

It’s fun to be frightened on Halloween, but some investment “wisdom” about the holiday is truly scary. Stewart has the hair-raising details in this week’s blog.

Higher education is important, but so is not drowning in debt for most of your career.

Saving for retirement when you’re an employee can be fairly simple: Contribute 10–15% to the company’s retirement plan. When you are the employer, it gets more complicated.

Many of us dream about when we’ll be ready to retire. But how can you tell when you’re not ready?

At Asset Preservation, some of our wealthiest clients have significant investments in real estate. But is it right for you?

One of the most common questions I hear from clients is, “How can I make sure my money will last my whole retirement?”

AIs like ChatGPT have taken the world by storm, and we’re even starting to see them used in the world of finance.

In a 24/7 news cycle, we’re constantly exposed to information about events in the United States and around the world. Many investors try to use news reports as part of their investment decision-making process.

It’s important to plan for your healthcare needs in retirement, but it’s equally important to do so from a position of strategy rather than anxiety. Stewart explains how fear-based long-term care planning can cost you in this week’s blog.

The @SEC lawsuit against Coinbase and Binance is causing a stir in the cryptocurrency world. As an investor, it’s important to know how securities regulations work and how they are implemented.

If you’ve heard that apps like Venmo and PayPal have recently updated their terms and conditions to tax payments of over $600, you’re not alone. Our advisors have received many questions about these changes and what they mean for the future.

It’s easy to dream about retiring to a seaside villa in the Caribbean or an idyllic European village, but actually doing so requires careful planning.

Once you’ve won the race, don’t crash on the victory lap! Make your retirement count, and that includes retiring when you want to.

For investors, it’s important to distinguish between the economy as a whole and the stock market.

How different should your investing strategy be now that we’re in a bull market?

It’s important to know the three phases of retirement income and when you should be in each one.

Staying on top of your finances is important to having a successful financial future. June is here and it’s time for a mid-year financial check-in. Read the blog to unlock tips and tricks to try this month.

The benefits, drawbacks and opportunities

America is in a retirement crisis, with the average person having far less saved than they’ll need. Secure Act 2.0 can help people do a better job saving for retirement. But as with most things, there are pros and cons. Stewart breaks it down in this week’s blog.

I know it’s hard to think about saving for retirement when you’re just starting out, but it’s essential.

Four questions to consider before you invest in rental properties

Thought leadership for Seniors' Financial Regrets

For some, money-making potential isn’t the only consideration.

Not everyone can access a top-tier financial planner, but that doesn’t mean they have to fly completely blind.

A divorce can have a significant impact on your financial future, especially if you don’t have a strategy in place.

Thought leadership for the Debt Ceiling Standoff & Personal Finance

Picking investments as an individual is difficult unless you specialize in investing.

Market volatility has some people shying away from investing in stocks in favor of squirreling money away in banks. But savings accounts alone won’t net you much return.

A Key Component of a Successful Retirement

There’s been a lot of buzz this year about the Secure Act 2.0, but there have also been a lot of questions. We have answers.

America is drowning in debt, and even six-figure earners are living paycheck to paycheck. Good or bad, financial habits start young: It’s imperative to teach our children financial literacy.

If you read this blog regularly, you’re already familiar with diversifying your portfolio. That’s important in the banking world too.

How to Make Retirement Money Last

If you had a choice between continuing to work at your job for years to come or starting your retirement right now, it’s not unreasonable to suspect you’d be on a fishing boat tomorrow! If early retirement is something you’re thinking about, there are important things to consider.

Reverse mortgages are often misunderstood, with people either thinking they’re a great financial decision or a poor one. The truth, as with most financial matters, is that whether a reverse mortgage is a good idea depends on your individual situation.

It’s fine to put off tasks like washing the car or sorting through your closet, but procrastinating on your taxes could cost you money.

February means love is in the air! A key to a happy, successful relationship is to be in alignment about life’s important decisions.

People commonly make retirement mistakes that keep their financial planners up at night. In the final installment of our Retirement series, we dive into what those mistakes are and how to avoid them.

What if the worst happens and you need to exit retirement completely in order to make ends meet?

Many retirees opt for partial retirement once their career comes to a close, shifting from full-time work to a part-time job. But before you do, there are some factors you should consider.

Part Two of our retirement series discussed planning for your retirement lifestyle. That becomes more difficult if your savings momentum is interrupted by a recession or job loss.

The kind of lifestyle you lead in retirement not only impacts your enjoyment of that permanent vacation, but also the probability of financial success.