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Blog

Elderly woman doing yoga in a park
Robert Scott | Mar 9, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Robert Scott | Mar 7, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
Read More
Two yellow balloons with smiley faces on them
Robert Scott | Mar 2, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Robert Scott | Feb 28, 2023

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Read More
A teenager holding a yellow and blue longboard talking to her friend
Robert Scott | Feb 23, 2023

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Robert Scott | Feb 21, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More
Focused young woman shopping online on her laptop
Robert Scott | Feb 16, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Robert Scott | Feb 14, 2023

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A couple working in their kitchen together
Robert Scott | Feb 9, 2023

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Read More
A calculator and a pen on top of a graph
Robert Scott | Feb 7, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Robert Scott | Feb 2, 2023

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More
Hand holding a large bundle of balloons
Robert Scott | Jan 31, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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