Dare to be Different – Unconventional Resolutions for an Unforgettable New Year
As we bid farewell to the old and welcome the new, it’s the perfect time to break free from the ordinaryand embrace the extraordinary. This New Year, add a touch of adventure, fun and fulfillment to your lifewith resolutions as unique as you are. Try adopting one, two or all of the following ideas: 1.…
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The Cost of NOT Talking About Money
How often do you talk about money with your partner? Your kids? Your friends or coworkers? For most people, the answer is almost never. Research has shown that 63% of adults don’t discuss money with family, 75% don’t discuss it with friends and 46% don’t even talk about it with their partner.1 In fact, most…
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Preservation Specialists Charity Gala 2023
What an incredible night it was at the annual Preservation Specialists Charity Gala on November 10th, 2023! Laughter echoed through the venue as clients, friends, and newcomers mingled, sharing stories and building new friendships. It was heartening to witness our community coming together with such warmth and openness. On this special Veterans Day, we were…
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From the Founder – Thankful, Grateful & Blessed
As I was sitting down to write this, there was still an entire month left in 2023. It was Thanksgiving weekend, and the air was filled with thoughts of gratitude that led me to reflect on the events and people who have shaped this past year. While my blogs typically delve into serious financial topics…
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Charitable Giving Strategies Almost Everyone Can Use
You don’t have to be super wealthy to become philanthropic. And when you give, it doesn’t just benefit the recipient — you and your heirs can also benefit through possible tax and estate reductions. “No one has ever become poor by giving.” -Anne Frank Charitable giving is a tradition as old as time. Civilizations throughout…
Read More → From the Founder – Should your Investment Plan be Agnostic?
I don’t know about you, but when I hear the word agnostic, I think of religion, but this term can be used in other settings. – As you may know, I love to read about retirement, and one of my favorite authors is Wade Pfau, Ph.D. In some of his books, Dr. Pfau argues that…
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Covering the Cost of Care
Longer lifespans mean more Americans will need some sort of long-term care assistance in their later years. Your financial professional can help you find and implement options to cover the cost and help make sure you receive the care you need when you need it most. Americans are living longer — and that means more…
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Could a Natural Disaster Put a Dent in Your Financial Plan?
Natural disasters can strike anytime, anyplace. Fortunately, your portfolio doesn’t have to suffer major damage when they do. It is possible to help protect your investments from declines after a natural disaster and potentially uncover growth opportunities when the storm clears. From wildfires on Maui to powerful hurricanes along the East Coast, recent news cycles…
Read More → From the Founder – Rising Interest Rates and Real Estate Investments
This month, I would like to focus on two things that are on a lot of people’s minds: increasing interest rates and your investments. If you’re tired of hearing about interest rates, believe me, I get it! The reason I believe rates are being talked about so much is that the U.S. Federal Reserve has…
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