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Blog

Elderly woman doing yoga in a park
Deirdre Torres | May 23, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Deirdre Torres | Mar 11, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Hands holding a small wrapped present
Deirdre Torres | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Deirdre Torres | Mar 1, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Deirdre Torres | Sep 24, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Deirdre Torres | May 21, 2021

Video: How to Pay Off Your Debt

Finance

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or

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Deirdre Torres | Apr 9, 2021

Paws and Effect - The annual cost of pet ownership and how to reduce costs

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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Deirdre Torres | Mar 26, 2021

Video: Why Financial Literacy Is Important

Finance

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or

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Happy elderly couple holding yellow flowers
Deirdre Torres | Mar 11, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Deirdre Torres | Nov 2, 2020

Video: Why Financial Professionals are Still Important

Finance
Why Financial Professionals are Still Important
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Man wearing a mask
Deirdre Torres | Nov 2, 2020

What History Can Tell Us About the Post-COVID-19 Investing Market

There’s no two ways about it – the COVID-19 pandemic has been a historic moment around the world. From the financial markets to our daily lives, many of the
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Two People talking
Deirdre Torres | Jul 31, 2020

8 Important Details about Early Retirement Plan Rollovers

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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