Jim Denton, CPA, Wealth Management Advisor

02/14/2022

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

02/11/2022

Is your household's inflation rate higher than the national average?

Estimate how much income may be needed at retirement to maintain your standard of living.

02/09/2022

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

02/07/2022

The average lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

02/04/2022

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

02/04/2022

Rising yields, elevated inflation, and a hawkish-sounding Fed took turns rattling the stock market in January, with technology-heavy Nasdaq particularly hard hit.

02/02/2022

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

01/31/2022

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

01/28/2022

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

01/26/2022

Do you know what your needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

01/24/2022

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

01/21/2022

How do you find care for your special-needs child?

The care of special-needs children continues into their adult years, and may survive the passing of their parents.