We’re Here For You: COVID-19 Resources
Last Updated: August 10th, 2020 Our goal is to help you stay calm and confident despite current market conditions. We understand during periods of market volatility or disappointing performance, some investors might be thinking about abandoning their strategy. We want...
Identify Your Personal Retirement Goals
Ask yourself, "What will my golden years hold for me?" Is the answer a comfortable home near a golf course? Free time to spend with your grandchildren? Or even a cross-country journey or trip around the world? Whatever your answer may be, the goals you dream about...
Short-Term Goals vs. Retirement Savings
Too many focus on immediate needs versus saving for retirement American workers find it difficult to save for retirement because their distant financial needs tend to take a backseat to more immediate economic concerns, even if they have their day-to-day finances...
Get SMART: Tips for Effective Goal Setting
Regardless of which phase of the business life-cycle you’re in, you can get SMART about setting goals to motivate yourself, move forward to grow your business, and track your success. SMART goal setting for small business owners consists of steps defined by the...
September e-news: How We’re Living Invested Right Now
It's a crazy world... September is here and that means the pace of life might have picked back up (if you're working, have kids, or both)! In this month's e-news, a few of our team members explain how they're "living invested" right now, a long term care video,...
Enrolling in Medicare Advantage: What You Need to Know
Now that you have decided that Medicare Advantage is an option worth exploring, you may be wondering what the next steps are to signing up. While the steps for signing up are simple, there are a few key points to remember during the enrollment process. Below is a list...
Back To School In A New Way
Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other years, going back to school carries unique concerns...
Mid-Year Outlook by Josh Klinger, J.D., AAMS®
Despite the craziness, I believe we're well positioned for a bright future... Josh Klinger, JD, AAMS® is a Wealth Advisor at TVAMP. He believes that wealth isn’t a privilege; Individuals and families must make consistent, conscientious financial decisions and exercise...
August 2020 e-news
This month's e-news features a COVID-19 update, 1-minute video on college savings, a link to our summer newsletter, and an invite to our upcoming social security webinars! Read the August 2020 e-newsletter here.
Raise Money Smart Kids: 9 Step How to with GIFs
Spoiler Alert: Experience is the best teacher. We know, it's easier said than done... but if you want your kids to be comfortable with money and learn to spend it wisely, you'll need to take action. Here's the ultimate guide with some quirky GIFs to make reading it...
From the Team
Financial education straight from our advisors.
Resources
Financial resources to help you spend, save, and invest wisely.
Events
Each year we host a variety of appreciation and educational events.
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