The Three Phases of Financial Life

by Chris Maurer on

We are often able to mitigate the “delayed” part of gratification - almost everything ships within a couple of days, we can have food delivered to the front door - we are no strangers to immediacy. This can make reaching savings goals feel exceptionally difficult. Some people feel a sense of...

IRA Contribution Rules

by Chris Maurer on
Each year, as April 15th approaches, we are proactive in reviewing the tax planning strategies of our clients to ensure that an optimal IRA contribution is made prior to the deadline. There is often confusion in regard to the various rules and limitations that govern IRAs.

Should I pay off my mortgage early

by Chris Maurer on

Paying Off Your Mortgage Early: Considerations You Need to Make 

“Should I pay off my mortgage early?” is a question we are often asked. It depends. What are your motivators? Will paying off your mortgage truly get you closer to your goals? Seeking mortgage payment advice can be motivated by the...

The Road to Retirement: Are you Ready?

by Chris Maurer on

We’re all going to hit retirement age one day. For some, that time is nearer than you think. The years pass by so quickly, and before you know it you’ll be entering into your golden age. Before your retirement starts, you need to ask yourself - are you ready? Preparing for retirement now can help...

When it comes to financial planning some people act on impulse not giving much thought into their investments. It is only when an investment goes south that people start to pay attention and search for money management tips. Your financial strategy plan should be proactive versus reactive. Using a C...

Is Life Insurance a Good Investment?

by Chris Maurer on
Is life insurance a good investment? Discover our answer in today’s blog. Our certified financial experts want to ensure you’re taken care of for your future!