Blog

Managing your finances comes with a lot of questions — and that’s a good thing. We’ve gathered some of the most common questions clients ask us, along with clear answers, to help you feel more confident about your financial decisions and what it’s like to work with an advisor.

Happy couple sitting in a park with their dog

Jeff Scheithe | Dec 13, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance

Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.

Jeff Scheithe | Dec 6, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments

No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?

Senior couple in a meeting with a financial professional

Jeff Scheithe | Nov 29, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement

Investments

What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?

Jeff Scheithe | Nov 22, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement

Savings

Real Estate

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.

Jeff Scheithe | Nov 15, 2021

Social Security Facts for 2022

Retirement

Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.

A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.

Jeff Scheithe | Nov 8, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement

Savings

While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.

A pair of reading glasses sitting on an open textbook. The book has content on taxes.

Jeff Scheithe | Nov 1, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement

Tax Planning

Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?

Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine

Jeff Scheithe | Oct 25, 2021

The Pros and Cons of Investing in a 529 Plan for College

College

Savings

One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.

An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.

Jeff Scheithe | Oct 18, 2021

Financing Long-Term Care: Your Options Explained

Health

It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.

An exit sign in a modern office building

Jeff Scheithe | Oct 11, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement

While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.

Man sitting at a long table in front of a window. He is looking at his phone.

Jeff Scheithe | Oct 4, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments

Savings

Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.