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Category: Wealth Management
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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.

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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.

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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.

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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.

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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.

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‘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!'

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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.

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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

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Six New Year's Resolutions to Improve your Financial Health

It's that time of year when we think about New Year's resolutions. Here's why it's important to focus your goals not just on your personal health but also on your financial health.

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