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Medical Advocacy Expert Interview with Claudia Cometa
Ahead of COVID-19 we continued with our expert interview series and sat down with Claudia Cometa, PharmD of Peace Advocacy Group. Claudia is a patient advocate and educator. She focuses on medical advocacy and educating others on how to advocate for themselves and those they care about while navigating our healthcare system. Claudia’s work is…
Read MoreWealth & Relationships: An Interview with Dr. Chuck Misja
As a firm it is our goal to be a partner with you through all of life’s seasons, not just in a wealth management role, but as a resource to help alleviate worries and provide clarity in the many areas of your life. Through our work we notice that the worries of our clients are…
Read MoreKey Estate Planning Documents You Need
Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning documents almost everyone should have regardless of age, health, or wealth. They are: a durable power of attorney, advance medical directives, a will, and a…
Read MoreFinding Balance As A Dual Career Couple
The Harvard Business Review recently featured an article “Finding Balance As A Dual-Career Couple”. There are certainly benefits and challenges for couples maintaining two careers. With nearly half of all marriages in the U.S. composed of dual-career couples, it makes sense that effective time and life management techniques are top of mind for many. To…
Read MoreInvesting in Yourself for a Change
Retirement. College. An emergency fund. A new home or home improvement project. Check, check, check, and check. If you’ve been saving faithfully each month for some or all of these things, you might feel that you’re on a never-ending financial treadmill. It takes discipline, perseverance, and sacrifice to maintain a robust savings effort month after…
Read MoreHave You Made Any Of These Financial Mistakes?
As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes? Your 50s and 60s Raiding your home equity or retirement funds. It goes without saying that doing so will prolong your debt and/or reduce your nest egg.…
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