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Charitable Giving in 2021

Charitable giving is a wonderful way to support the causes you care about while also getting a tax break. As we move through this year, now is the time to make sure you’re documenting your 2020 deductions properly and planning for your 2021 charitable giving.

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Understanding Behavioral Finance

Are you a better-than-average driver? Chances are, you answered yes. That’s because nearly 3/4 of people think they are better than average drivers. Besides being mathematically impossible, this statistic is an example of overconfidence and is just one illustration of how certain biases can influence our thought patterns. In this video, we’ll take a look […]

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Authentic Advice Video: Protect Yourself From Identity Theft

Online banking and electronic payment options offer consumers unprecedented access to their financial accounts. Identity thieves can use your personal information to open fraudulent accounts and steal your money through unauthorized purchases and withdrawals. Luckily, there are steps you can take to protect yourself against identity theft and reduce the damage when it happens.

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Authentic Advice Video: Understanding Your Retirement

When you retire, you get to bid farewell to the working world – that’s good news! The bad news? You’ll no longer have a paycheck coming in from your employer. It goes without saying that retirement is a major transition, and that post-retirement will look different than the pre-retirement phase of your life. To address […]

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Authentic Advice Video: 4 Smart Money Moves for 2021

With the new year in full swing, it’s a great time to take stock of your personal finances. Here are 4 smart money moves to consider to brighten your financial life in the coming year.

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Authentic Advice Video: Money Questions

Money is an important topic to talk about with your partner. Here are 3 money questions that you and your partner should talk about together.  

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Authentic Advice Video: Retirement Readiness

Will Wike, CFP® answers a question that we get frequently: “How do I prepare for retirement?” In this Authentic Advice video, we explore retirement readiness.

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Authentic Advice Video: Client Observations

W. Eric Hehman, CFP® answers some of the most pressing questions our clients have had in recent months.

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Authentic Advice Video: Rebalancing Strategies

Two Rebalancing Strategies Over time, the ups and downs of financial markets can change the profile of your investment plan, leaving you with more risk than you would like, or less growth potential than you need.  Both of which can be detrimental to your long-term financial plan. When we return, I will share with you […]

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Authentic Advice Video: Disaster Plan

What’s your disaster plan? Many of us are feeling the financial and operational shocks of Covid-19.  A couple of years ago we went through ‘disaster’ planning, also known as ‘contingency’ planning, and we still do it every year. While we could not have predicted what would or could cause us to move the firm to […]

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