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Aging at Home as Part of a Village

CFP Estate Planning Financial Advisor Financial Planner Financial Planning Financial Planning for Women Financial Services Long Term Care Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management February 26, 2020 Author: Deborah Doyle

The Baby Boomer population is aging, and with their retirement is on the horizon, many are giving more thought to where they will be living during retirement years, accessibility to medical care and social circles. With many seniors preferring to “age at home” rather than a typical nursing facility, there has been a development of […]

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What the SECURE Act Means for You

CFP Financial Advice Financial Planner Financial Planning Financial Services Investment Advisor Kids Financial Registered Investment Advisor Retirement Planning RIA Tax Planning Wealth Management December 30, 2019 Author: Deborah Doyle

As of January 1, 2020, many changes from The SECURE Act will become effective. Some of the more notable changes that could impact your financial future involve the following: Major Changes by New Law: Required Minimum Distributions (RMDs) Start at 72, not 70 ½ Traditional IRA Contributions After 70 1/2 Inherited Retirement Accounts Adoption/ Birth […]

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How to Conquer your Financial New Year’s Resolutions

Financial Advice Financial Advisor Financial Planner Financial Services Investment Planning Investments Registered Investment Advisor Tax Planning December 30, 2019 Author: Deborah Doyle

2020 has arrived and with that we enter a new decade with new goals and new priorities. Now like some of us, your New Year’s resolution may be the same each year. If this is the case, it turns out that this year you might actually accomplish it. While research studies show that half of […]

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Ways to Cut Wedding Expenses

budgeting tips Estate Planning Financial Advisor Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for Women RIA October 1, 2019 Author: Deborah Doyle

Most people consider the start of summer to be the starting of #weddingszn; however, according to a study conducted by Zola, the most popular month to get married the past two years is October.  There are several costs when it comes to planning a wedding. The five most expensive parts though make up 90% of […]

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How to use Artificial Intelligence During your Job Search

CFP Financial Advice Financial Advisor Financial Planner Financial Planning Investment Advisor Registered Investment Advisor July 2, 2019 Author: Deborah Doyle

Recruiting has drastically changed over the last few years. Employers today are increasingly using artificial intelligence (AI) to sort through resumes for each job opening. AI allows companies to instantly search through the resumes to find the applicants that best match what they are seeking. While this is great for companies, a lot of qualified […]

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Things to Look for When Buying a Retirement Home

Certified Financial Planner Financial Advisor Financial Planner Investment Advice Investment Planning Registered Investment Advisor Retirement Advice Retirement Planning June 4, 2019 Author: Deborah Doyle

Retirees enjoy the freedom to move wherever they desire without a job or young family tying them down to their current location. Retirees often move during retirement, with a decent portion moving out of state. However, there are many things to consider before you book those movers and sell your house. Before selecting your dream […]

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Women and Wealth Management

Certified Financial Planner CFP Financial Advisor Financial Advisor for LGBT Couples Financial Planner Financial Planning for Women Financial Services RIA Wealth Management January 31, 2019 Author: Deborah Doyle

In the past, women were expected to get married, raise children, keep the house clean and rely entirely on men for financial support. Today, the world is an entirely different place. Women have made strides in closing the wage gap, shattering record numbers as college graduates and building long-term standing careers.  Women have embraced their […]

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Partnership Wealth Management- Wealth Management for Women

Financial Planner Financial Planning for Women Wealth Management Wealth Management Firms May 21, 2018 Author: Woody Derricks

Whether married or single, it is crucial for women to take charge of their finances. In the past, the wealth management industry has primarily catered to men. It was assumed that the man would manage household finances. This outdated practice is changing. Women are now playing a major part in financial planning for their families. […]

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Protecting Documents and Personal Information

Financial Advice Financial Planner April 9, 2018 Author: Woody Derricks

It is essential for both businesses and households to protect sensitive personal information (PI). Most companies keep PI in their files. Names, social security numbers, credit card, and other account data used to identify customers or employees is a prime target for thieves. At home, receipts, credit card offers and statements, and bills can all […]

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