Fireside Financial Partners

01/09/2023

When it comes to estate planning, executing your will and other estate documents is only the first step. To help ensure that your estate plan stays in tune with your goals and needs, it’s important to review and update it on an ongoing basis. Working with your financial advisor and attorney, use this checklist as a starting point to keep your estate plan in good shape.

To help ensure that your estate planning stays in tune with your goals and needs, it’s important to review and update it on an ongoing basis.

01/06/2023

I understand the level of commitment and purpose it takes to prepare for retirement. I have great respect for those working to achieve that goal.

My work is about so much more than just money. To truly help people, I need to understand the wholeness of their situation, and the journey they have taken thus far. Once I have gotten to know the breadth of a person’s story, it’s then I can really help them ignite their financial confidence.

I feel incredibly lucky to come to work every day and help people live life safely in the knowledge that their future is provided for.

01/04/2023

That’s why you need a financial partner sitting fireside with you who is not only great at what they do, but is also great to work with. With more than two decades of experience, we have helped hundreds of people from all walks of life enjoy well-being in the retirement they worked so hard to earn.

01/02/2023

If you are currently approaching or enjoying retirement, then we invite you to utilize our complimentary ‘Come Sit Fireside’ process. We’ll use this process to learn about you and your unique financial story, and talk through important retirement concerns we all share.

Will you have enough money to last throughout your retirement? Is your portfolio suitably aligned with your current chapter of life? How does healthcare work as you approach or enter retirement? Are you making the most of any possible tax breaks? Will your loved ones be well taken care of?

Let’s find out…

Come sit fireside to help us decide if we’re a good fit for one another. BECOMING A CLIENT If you are currently approaching or enjoying retirement, then we invite you to utilize our complimentary ‘Come Sit Fireside’ process. We’ll use this process to learn about you and your unique financial...

12/01/2022

While short-term interest rates are likely to keep rising, longer-term rates don’t necessarily follow suit as the Fed tightens policy. As growth slows, the likelihood of a recession in that 10-year period rises, and rates can fall.

As such, while the Fed is raising rates—and that impacts the markets—once the market sees those rate hikes ending, the 10-year rate will start to drop. This point will likely mark the start of the stock market recovery.

We don’t know how long or deep this bear market will last, but we do know it will end. And, as with every other bear market, including the Great Financial Crisis and the 2020 pandemic, we know the U.S. economy and markets will adapt and recover.

11/30/2022

It’s a few months before you turn 65. You check the mail and find the box overflowing with materials from companies discussing Medicare enrollment, Medicare Advantage plans, and other pharmacy-related plans. The amount of information is overwhelming. How will you possibly sort through it all and figure out what you need to do?

To help ensure that you make the best Medicare choices, it’s a good idea to check the following items off your list before you turn 65.

To help ensure you make the best Medicare enrollment choices, it’s a good idea to check the following items off your list before you turn 65.

11/23/2022

You want a financial partner who is just as intentional with protecting your future as you’ve been about preparing for it. You’ve worked too hard to settle for anything less. At Fireside Financial we provide financial planning and investment management designed to light the spark in your retirement planning. We put you and your family at the heart of everything we do, igniting financial well-being.

11/21/2022

For the first time, all our office resources will be focused on our investment advice and financial planning clients. James and I have put everything we have into selecting the right partners in this and after two years of searching, we chose Commonwealth.

Working with Commonwealth will provide many new advantages to us, such as better technology including upgraded tax advice software, and client data systems designed to help track advice.

Commonwealth is a company that sells no insurance or investment products and exists to provide support to independent advisors. Working for a company that doesn’t sell any product will help us be more objective in our recommendations. We wanted to be truly independent so that the products and advice we offer are not influenced by sales quotas or corporate marketing.

We are excited and lucky to have them on our team.

The largest privately held RIA-independent broker/dealer ranking highest in advisor satisfaction. We are the RIA-B/D that puts you first.

11/18/2022

You only get to retire once. That’s why you need a financial partner sitting fireside with you who is not only great at what they do, but is also great to work with. With more than two decades of experience, we have helped hundreds of people from all walks of life enjoy well-being in the retirement they worked so hard to earn.

11/16/2022

We invite you to join us fireside for expert advice that is delivered with honesty and warmth.

We view our financial planning and investment management as a means of helping people build their wealth and create more freedom in their lives. We go above and beyond in our efforts to spark confidence in their financial lives, delivering our guidance with authenticity and purpose.

We build close personal relationships with the people we help that are long term and full of fun. We strive to make them feel like they are part of our family. We want people to enjoy who they are, and not worry about things like money or healthcare.

We believe life shouldn’t be about work, it should be about all the things work and money can free you to do. ABOUT US Fireside Financial Partners is an independent financial planning and investment management practice providing a comprehensive level of service designed to ignite your financial we...