Resources

Blog : Financial Planning

Tips for Choosing Employee Benefits, Part I

Employee Benefits Financial Advisor Financial Planning Health Benefits Life Insurance Retirement Planning September 18, 2017 Author: Woody Derricks

If you are changing jobs or simply approaching open enrollment season for your employee benefits, selecting the right options for you and your family can be stressful. Whether it involves utilizing a Health Savings Account (HSA) with your health plan or deciding how much to contribute to your 401(k), the selections you make every year […]

Continue reading ›

Should I Pay Off My Mortgage?

Financial Advisor Financial Advisor for Gay Couples Financial Planning Financial Planning for Gay Couples Mortgage Lending July 17, 2017 Author: Woody Derricks

If you search the internet, you can uncover as many articles telling you to pay off your mortgage as ones encouraging you to keep it forever. Why are so many financial advisors divided over this one issue? The truth is that it’s simply a matter of strategy, and what works for some people may not […]

Continue reading ›

Tips for Getting the Most out of Your Pension

Estate Planning Estate Planning for Gay Couples Investment Strategy Pension Retirement Planning April 25, 2017 Author: Woody Derricks

According to usa.gov, people live an average of twenty years after retirement. If you are planning to use a pension to fund a significant portion – if not all – of your retirement, are you confident that it is going to allow you to live the lifestyle you want? No one wants to outlive their […]

Continue reading ›

Where Your Tax Refund Should Go

Financial Planning Tax Planning Taxes March 30, 2017 Author: Woody Derricks

While it may be tempting to spend your tax refund on a weekend getaway, there could be better ways to utilize that extra cash. You could start an emergency fund, pay off a credit card, or even donate to your favorite charitable cause. Before you decide where the money will go, consider the following ideas […]

Continue reading ›

College Planning Tips

Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planning Financial Planning for Gay Couples Financial Planning for same-sex couples March 2, 2017 Author: Woody Derricks

It takes a lot of money to put a child through college. According to The College Board, the tuition for a public, in-state, four-year college averages $9,650 for the 2016-2017 school year. Out-of-state students average $24,930 this year, and students who are attending a private school are paying an average of $33,480. If you and […]

Continue reading ›

The Potential Impact of Millennials on Your Investment Strategy

Financial Planning Investment Strategy Retirement Planning February 15, 2017 Author: Woody Derricks

The transfer of wealth from Baby Boomers to Millennials has already begun. According to Boston College’s Center on Wealth and Philanthropy, it is estimated that $58.1 trillion will be exchanging hands between 2007 and 2061. With that transfer, attitudes toward investing and wealth management could change considerably. To help keep your own investment strategy in […]

Continue reading ›

What to Expect Financially from the Trump Administration

Financial Advisor Financial Planning December 30, 2016 Author: Woody Derricks

While you may or may not be happy with the presidential election outcome, one thing is certain: Donald Trump is going to serve as the 45th President of the United States. While it would be nice to have a crystal ball so that we could tell you exactly what this means for your wallet, unfortunately, […]

Continue reading ›

20 Tips for Wrapping Up Your 2016 Finances

Estate Planning Financial Advisor Financial Planning Retirement Planning Tax Planning December 15, 2016 Author: Woody Derricks

As the year comes to an end, there are many ways you need to wrap up your finances. From 401k contributions and health care enrollment to beneficiaries and 529s, your actions from now until December 31st can make a significant impact on your 2016 tax return – and your 2017 financial outlook. Here is our […]

Continue reading ›

Paying for Long Term Care

Financial Planning Long Term Care October 30, 2016 Author: Woody Derricks

Paying for Long-Term Care Content from July 2016 Newsletter What is Long-Term Care? Long-term care is the service provided by someone helping you manage your day to day routine.  Typically, this would occur if you could not perform several activities of daily living (commonly referred to as ADLs) on your own.  These ADLs could include eating, […]

Continue reading ›