Replay Available: Estate Planning Q&A
One of the biggest decisions you will make in your estate plan is determining whom is best to serve in important roles such as executor, trustee, etc. While it is often best to name a [...]
Spotlight on Health Savings Accounts
We often hear from folks that are looking to maximize their savings opportunities prior to retirement. Perhaps you are already taking full advantage of employer retirement plan contributions, contributing all you can to IRAs and [...]
REPLAY AVAILABLE: VH Winter 2022 Roundtable
Our experts at Visionary Horizons gather to discuss the major trends in the market, and they help sort through the noise and provide a visionary path through the volatility. Click here to watch now.
Have a Plan for Inflation
If you have filled up your gas tank or bought the family groceries it has been hard to ignore the rising prices. This has spilled over to many consumer and household goods as well due [...]
Year-End Tax Planning Playbook
The end of the year is often one of the busiest times for our advisors both professionally and personally. Additionally in 2021, we continue to monitor pending legislation that could have a major impact on [...]
REPLAY AVAILABLE: VH Summer 2021 Roundtable
Five of our expert advisors share common questions being asked of them and provide their answers and guidance accordingly. Click here to watch now.
All in a Day’s Work
Just the other day at a social gathering, I was met with a question one might ask a financial advisor. “Where is the market headed from here?” I gave my usual answer: “My educated guess [...]
Don’t Get Too Comfortable
Regardless of if you are a recent graduate, mid-career professional, approaching or in retirement I would offer the same advice for life: “Don’t get too comfortable.” My experience has shown that the most rewarding and [...]
Don’t Fall Victim to the Next Bernie Madoff
Bernie Madoff, who swindled thousands of investors to the tune of over $10 billion by way of his infamous Ponzi Scheme, passed away last week while serving a 150-year prison sentence. [1] While Madoff has [...]
