Financial advice and strategies that fit your lifestyle


Each month, we explore a different topic and the potential impact it may have on your overall financial plan. Topics range from recent changes to key legislation, investment and estate planning strategies, money matters for your home, and tips for keeping your financial information safe.
 

2024

January

Five Financial Strategies to Put to Work in 2024

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March

Five Smart (and Profitable) Tax Strategies to Use This Year – and Beyond

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April

How to Invest (and Borrow) If Interest Rates Stay High

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May

Six Tips to “Tune-Up” Your Finances This Spring

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August

Avoid These Five Common Estate-Planning Mistakes

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September

Mortgage and Real Estate Strategies to Put to Work as Interest Rates Fall

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November

The 2024 US Election: Key Considerations for Your Finances and Investments

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2023

June

Five Tips For Building a Lifelong Legacy for You and Your Family

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August

How to Pick the Right Kind of Life Insurance (and How Much to Buy)

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September

Investment, Borrowing And Mortgage Strategies In The Current Higher-Interest Climate

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October

Three Retirement Planning Strategies for Tackling High Inflation

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Scott Evans
Financial Advisor
Mutual Funds Investment Specialist

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