Many of our clients have expressed that they enjoyed receiving our quarterly newsletter.  Unfortunately, the provider that facilitated our newsletter has discontinued that service.  After much research, we have chosen AdvisorStream as our new provider.  This is the first installment of that newsletter.

We want to be respectful of your time (and your inbox).  However, we trust you will find these articles helpful and insightful.

We are very careful in our selection process and realize that not all content applies to each of our clients; however, we hope that you will remain on our email list and provide us feedback on what you like and dislike.  In addition to the quarterly newsletter, we may send you other Timely Topics from time to time.

Feel free to contact us if you want to discuss any of this information, or need to schedule a time to talk with your advisor.

DON’T LET LIFE TRAUMA DESTROY YOUR FINANCIAL FUTURE

Divorce, death of a spouse and unexpected job loss are only a few of the life events that can thrust people’s lives into chaos, requiring major emotional, social and financial adjustments. While the road ahead may seem daunting, financial challenges can be met by understanding both your short-term needs and the long-term factors that will govern your financial wellbeing.

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HOW TO BUILD A RICH LIFE, EVEN IF YOU AREN’T A FINANCIAL GENIUS

Most people don’t think of themselves as investors. But just about anyone with a fourth-grade education can get key money decisions right — like feeding a 401(k) or IRA regularly — and retire with a stash that’s large enough to last until you’re in your 90s. But you have to be deliberate.

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THESE BOOKS COULD BE GAME CHANGERS FOR YOUR MONEY

The crisp fall air may put you in mind of getting back to the budget after a summer slide. No better time to hit the books. For those who are hankering for a big picture view on your money, here are our picks for personal finance life changers

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SEEKING FINANCIAL SECURITY WHEN LIFE CHANGES STRIKE

When a major life change occurs, we often find ourselves more responsible for our own financial future. Sometimes we have planned and saved for it, as for retirement. Other times it may be thrust upon us. In either case, knowing some of the basics can help make you a more intelligent consumer.

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