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Latest Posts

Person holding a camera lens in a field. The view of the field within the camera lens is upside down.

Is Confirmation Bias Affecting Your Investment Strategy?

Megan Burgess | Sep 7, 2022
Categories
Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Charitable Giving: Doing Your Due Diligence

Megan Burgess | Sep 2, 2022
Categories
Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
A couple working in their kitchen together

Family Business vs. Family Boundaries: Drawing the Line

Megan Burgess | Aug 31, 2022
Categories
Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Two people having a picnic by a lake

How do I Start Planning for Retirement?

Megan Burgess | Aug 26, 2022
Categories
Retirement
If you haven't started planning for retirement yet, it's not too late.
Parents holding their child's hands. The child is jumping

Sending Your Kids to College: What Should You Really Expect?

Megan Burgess | Aug 24, 2022
Categories
College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
Elderly woman doing yoga in a park

The New Normal Retirement

Megan Burgess | Aug 19, 2022
Categories
Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Two men sitting at a table and having a conversation

How Do I Know if a Financial Professional is the Right Fit?

Megan Burgess | Aug 17, 2022
Categories
Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Young woman pouring a drink for an older woman. They are sitting together at a table.

Talking to your Aging Parents about Finances

Megan Burgess | Aug 12, 2022
Categories
Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
A retiree couple in a meeting with a professional. They are all looking at a laptop screen

Preparing for Lifetime Income in Retirement

Megan Burgess | Aug 10, 2022
Categories
Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.

Working with an Investment Professional

Megan Burgess | Aug 5, 2022
Categories
Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Financial Planning for Young Professionals

Megan Burgess | Aug 3, 2022
Categories
Investments
Finance
It’s never too early to start planning for your financial future.
Man in a graduation cap and gown

Repaying Student Loan Debt - 4 Tips to Get Started

Megan Burgess | Jul 29, 2022
Categories
College
For many, student loans are unavoidable. So how can you tackle them?

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