Planning for the Future

To help seniors and families understand and manage the financial and legal challenges that may lie ahead, you should consult with experts who specialize in working with those who are retired or facing retirement.

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Summer Fun and Financial Preparedness – They Can Go Together

Summertime is often a favorite time for families to get together at the beach house, the lake house, or other places of cherished family memories. If you are planning a backyard get-together or a more elaborate gathering, consider adding something significant as well as memorable to those precious moments together. [...]

2020-07-30T13:38:09-04:00June 11th, 2019|Financial Planning & Money Management|
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How a Financial Plan Can Help You Achieve Your Bucket List

We spend a lot of time daydreaming about and planning how to achieve our goals. Charting a new career, creating a bucket list, helping a loved one reach success, and other goals all have financial implications that deserve consideration. This is where a financial plan comes in. The goal of a plan [...]

2021-06-18T16:14:26-04:00June 11th, 2019|Financial Planning & Money Management|
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James Richardson Named One of Best-In-State Wealth Advisor

James M. Richardson was named to the list of “Best-in-State Wealth Advisors” published by Forbes magazine. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism, and success in the business. The rankings are based on data provided by over 11,000 of the nation’s most productive [...]

2021-06-18T15:27:06-04:00March 22nd, 2019|Financial Planning & Money Management, News & Information|
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5 Tips for Buying a House in Today’s Competitive Market

Today’s housing market is creating more and more hurdles for homebuyers. According to The National Association of Realtors, the number of homes for sale has steadily declined over the past three years. At the same time, interest rates hikes are increasing monthly mortgage payments. In this competitive environment, potential homebuyers [...]

2021-06-18T16:16:51-04:00March 18th, 2019|Financial Planning & Money Management|
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Clean Up. Fix Up.

Spring cleaning used to be a time when we really cleaned. Now it’s an expression for an exercise where many of us resolve to “get organized” or “get my affairs simplified” or some version of launching a new year with a better version of the old. As we age, this [...]

2020-04-13T18:55:33-04:00March 18th, 2019|Estate Planning|
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