Lindy Stirton CFP, CRPS, Vice President

07/12/2016

Some of the earliest signs of cognitive decline may be money management issues. Keep these tips in mind to protect yourself and your loved ones.

Ditch the brain games and take a walk around the block.

04/14/2016

Vacation time is just around the corner! Here are some tips to get your kids involved in planning - and budgeting.

Why not make vacation planning a family event? Vacations can provide important money lessons for your children and teach important life skills as well.

04/11/2016

Read these tips for how to keep your identity - and your refund - safe this tax season.

These strategies will help you keep your refund safe.

04/07/2016

It could be the best financial decision you make — or one of the worst. Here’s how to tell.

What to consider if you’re thinking of paying off your mortgage early.

04/04/2016

Smart homes, high-tech health devices, and new social connection tools promise to change what it means to retire comfortably. How do you think technology advances will change your retirement years?

03/31/2016

Did you know that long-term care can often make up the biggest percentage of retiree health care expenses? Do you feel financially prepared? Let’s set up a time to talk.

03/17/2016

Here's what today's retirees are doing with longer life spans. How do you envision your retirement years?

Baby boomers are finding creative ways to work past age 65.

02/18/2016

If schools don't cover these basics, you may need to fill in the gaps. Here's what kids need to know about money.

Parents today are well aware of the importance of teaching their kids about money - especially since many won’t learn at school even such basics as how to pay bills.

01/19/2016

Despite another rough week for U.S. markets, there may be more opportunities for 2016 than you think.

Panic has set in, but there may still be reason to have confidence in stocks this year.