Author Archive

Raytheon Technologies Employees: Should you change your 401(k) contribution or allocation?

It is not a secret that the stock market had a rough start to the year. Sometimes when we see our balances going down, we…

Rethinking Senior Living Options: For Your Loved Ones and Perhaps Your Own Future

As our families continue to age, we don’t often think that far into the future in terms of what living options could be considered. We…

What to do When You Receive an Inheritance

As we go through life, finances can become more complicated. We like to be good stewards of our hard-earned money as we strive to save…

Decision-Making in a Time of Uncertainty

May is National Mental Health Awareness Month and we celebrate the importance of mental health, especially as we partner with clients to make important financial…

Estate Planning in Light of COVID-19

One of our jobs as CERTIFIED FINANCIAL PLANNER™ professionals is to tie up loose ends for our clients. We like to help clients plan ahead,…

Sudden Job Loss—How to Prepare for a Layoff

Companies continue to struggle due to the pandemic, with many having to lay off employees. You may find yourself on the other side of a…

Have a Hopeful Holiday!

We always have something to be grateful for, even during what has been a noteworthy 2020, to say the least. While it was out of…

1031 Exchange Overview on 10/31

At this time of year, 10/31 means Halloween, but in the financial world, it reminds us of a common strategy in real estate called a…

Do You Own RTX, CARR, OTIS or Any Other Company Stock In Your 401(k)?

Today, many Americans rely on 401(k)s as their retirement savings plan. Unlike a traditional pension plan, these plans leave much of the decision-making to employees…

National Grief Awareness Day

Sunday August 30th was National Grief Awareness day.  Grief comes in all forms and happens when there is a separation or change from something familiar. …