Skip to main content

Check out our 1Q2024 Market Review and Investment Outlook for 2024

A couple walking along a path with the sun shining.

Insights

Category: Wealth Management
Filter and Search

Photo of patient with walking problem and doctor

Is Long-term Care Insurance an Important Ingredient of a Successful Personal Financial Plan?

For many of our clients, the great unknown is whether they will have a long-term care event, and if they should consider long term care insurance to help offset the cost. Like forecasting investment returns, we don’t have a crystal ball and can’t predict the future. However, we can use statistics to ground our thought process and make a more well-informed decision. Whether you need insurance or not, you most certainly should take the time to explore the options available to you and what might be right for your situation.

Read More
Freedom sign with road background

Equip Yourself for a Good Life

Preparing for a lifelong financial journey requires an understanding of the possibilities, potential resources, and identification of contingency plans. The journey likely will require navigating a series of obstacles through varying conditions. You don’t have to sacrifice a Good Life today for a Good Life solely in retirement. How can we live a Good Life now and in the future? Read about the six critical actions required to equip yourself for a Good Life, financially.

Read More
Appalachian mountains 003

West Virginia's Natural Gas Boon: What Landowners Need to Know

West Virginia's renewed surge in energy production is good news for the state's landowners. But are they prepared to capitalize on the impending growth? Find out how to anticipate future cash flow from your royalty checks and how your well's depletion rate affects your financial situation.

Read More
Low angle view of a boy with toy aeroplane sitting on father27s shoulders at the park

Parents Have the Power

Parents have the power to build or destroy their children's financial futures. Proper legacy planning can make the difference to your child's future success.

Read More
Successful business woman with arms up celebrating

Getting Savvy about Saving, Budgeting During Divorce

If you're going through divorce, here's how to define yourself as a strong, independent single woman using a financial action plan of saving and budgeting.

Read More
Confident female designer working on a digital tablet in red creative office space

Women Business Owners: One Thing You Should Never Postpone

Whether you are a sole proprietor or in business with partners, it’s critical to have a succession plan. Learn more about setting up a successful plan.

Read More
I Stock 674062618

‘Yes, You Can Retire!’

Working as trusted fiduciaries, we are just as invested in our clients’ dreams, fears, and challenges as they are. It’s our job to understand their situation and guide them through the retirement savings plan process...so we can give them the news they want to hear, 'Yes, you can retire!'

Read More
I Stock 505639919 forblog

Female Investor Numbers Are on the Rise: Don’t Miss Out on Your Financial Opportunities

In the U.S., wealth is shifting to women. In fact, they are expected to control 2/3 of private wealth ($22 trillion) by 2020. Here's how you can get involved.

Read More
Small house and trees in a snow covered field in Gettysburg Pennsylvania

Illiquid Assets and Estate Plans: What You Need to Know

Many people have illiquid assets and when setting up their estate plan, they may not be aware of the impact the estate tax will have on their heirs. Learn more

Read More

Let's Connect and Thrive

Play