Blog Posts

High inflation has been on everyone’s mind, and you may be wondering what you can do to take action.

By Marc Shaffer

I’ve heard many young couples say their life is too simple for financial planning. They think planning is something they’ll get around to when they’re older and thinking about retirement. Have you ever felt this way? This mentality could be keeping you from building a strong financial foundation for your future.

Are you confused as to what documents to keep in your files? Records relating to tax and legal matters, healthcare issues, assets and liabilities, as well as other important transactions should be kept in case they are needed in the future.

By Marc C. Shaffer

As a financial advisor, I always have principles of financial investing in the front of my mind, but I love to take those principles and apply them to other areas of life. That might include investing in health, people, experiences, career development or something else, but the principles can translate very well. You set goals, make plans, get started and adjust along the way.

In what ways are you investing in your life? In what ways are you avoiding making investments in your life?

If you and your family would like to call your favorite travel destination "home," you may be considering purchasing a vacation property. This can be an exciting milestone, but there are a few things to consider first.