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We have recently had several of our friends and clients ask us about the craze that is bitcoin, and whether or not we feel it is a good investment opportunity.  If you have met with us before and understand our investment philosophy, you likely already know our answer.  That said, anytime an investment performs the way bitcoin and other crypto currencies have performed over the recent

Losing a spouse is probably the most dreaded moment in life.  Grieving is hard enough, and it is even more difficult if you are overwhelmed by of all the “business” that must be managed in the aftermath.  It’s best to be prepared when it happens, so if you are fortunate enough to have your spouse with you still, Tags:

• Author- Sandra Cleveland

When it comes to estate planning, many people procrastinate - even if they're married - until they have kids.  There seems to be a common misconception that estate documents are only for the wealthy and those who have children, but nothing could be further from the truth. 

Since open enrollment season is upon us, now is a good time for a few quick reminders about the financial items we all need to review to be prepared for next year.  This is also a great opportunity to be aware of some changes coming to social security in 2018.

Items on your year-end financial review

When we meet for the first time with prospects or new clients, it is common that they have some questions they want to ask about understanding their life insurance, while they aren’t very curious at all about disability insurance.  Many people have the option to obtain this type of coverage from their employer, but don't take advantage of it and don’t seem to be as concerne

The home buying and selling process can be one of the most exciting things an individual or family can take part in.

All marriages end at some point, but the most blessed ones end with the death of a spouse.  If you ask any widow or widower, most will tell you they knew it would happen someday, but they never planned for it to happen when it did.  When the time comes, it can be very difficult, in that moment, to think of all you need to do if you don’t already have a plan in place.  Being

The home buying and selling process can be one of the most exciting things an individual or family can take part in.

I have always been concerned by the fact that people in the financial services industry can call themselves anything they want, regardless of whether it accurately describes what they do or not.  There are no government regulations that define what a wealth manager is and what makes one different from a stock broker, insurance salesman, financial advisor, etc.… or what functions you

The home buying and selling process can be one of the most exciting things for an individual or family.