I grew up in a single parent household watching my mom struggle to put food on the table and keep a roof over the heads of…
A Woman’s Journey Towards Financial Security
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Life Planning
Timely Information on Investment Markets and Financial Planning.
A Personal Trainer for your Finances
Setting Your Goals & Meeting Them Webster defines the term Goal as “the end toward which effort is directed.” That definition packs a lot of possibilities into a few words. With that in mind, let’s deconstruct that definition, word by word, and apply those words...
5 Key Components of Your Estate Plan
Often times when discussing estate planning with clients, the initial response we get is “I’m not in the uber-wealthy category, why should I worry about an estate plan?” Well, the reality is that estate planning can be beneficial to anyone, regardless if you’re in...
When & How: Maximizing Social Security
The timing of Social Security benefits is one of the most frequent questions we get from pre-retirees. The time at which you choose to draw benefits can impact your financial plan throughout retirement. For some, it is a great safety net for fixed expenses while for...
Setting Long Term Goals
In this third video in our series of commonly asked questions we receive, William M. Coxe Jr., Private Client Advisor, discusses the importance of goals in the Financial Planning process. He touches on the wide spectrum of goals and objectives for different...
Reaching Your Summit
In this second in our series of commonly asked questions we receive, Brian L. Disher, CERTIFIED FINANCIAL PLANNER and Director of Wealth Management, discusses more details of the Financial Planning process. It all begins with a conversation to understand your goals...
Life After the Pandemic
What's the "new normal" After weeks of quarantine and "stay at home" orders, we are starting to see encouraging signs of progress in our fight against the COVID-19 pandemic. While we are not out of the woods yet, our collective focus seems to be shifting to what life...
