Updates

Avoid this estate planning mistake that cost my family millions  July 3, 2019 by Jonathan Harrison, CFP®

I never met my Uncle Hank. To be honest, I don’t ever remember even hearing about him. But his death caused quite a stir in my family.  Occasionally people joke about having an unknown rich…

I was hacked and could have prevented it  June 13, 2019 by Jonathan Harrison, CFP®

Getting hacked I noticed something was up when I got my flight confirmation. Southwest Airlines had helpfully sent a standard email with details about my upcoming trip to Los Angeles. The only …

Preparing for college can be daunting – here’s a helpful timeline  June 3, 2019 by Matt Syverson, CFP®

One of the biggest concerns our clients have is how to prepare for their children’s college expenses. We can relate! The parents in our office are acutely aware of rising higher education costs and…

Four Ways to Keep Seniors’ Finances Safe  May 1, 2019 by Jonathan Harrison, CFP®

In our latest blog, we covered four of the most common scams targeting senior citizens. As fraud rates rise, we’ve been counseling our clients on how to protect themselves and their families from t…

Senior Scams: Four real stories from clients  April 23, 2019 by Jonathan Harrison, CFP®

We’ve been talking with our senior clients—and our clients with senior family members—about the rise in scams targeting the over-65 crowd. The surge in senior financial fraud is troubling. …