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5 Types of Insurance Your College Student May Need
If you have teenagers, you’re likely very in touch with the adage, “One day you’re changing diapers, and the next you’re sending them off to college.” One of the results of that compressed passage of time...
Read More6 Tips for Philanthropic Giving
Did you know… with thoughtful, advanced planning, you can extend your legacy of charitable giving beyond your lifetime, creating lasting benefits for the organizations you care about? And if you have a desire to give back to...
Read MoreWhat is a Backdoor Roth IRA Conversion?
Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with my financial
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9 Facts About Retirement
9 Facts About RetirementRetirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of...
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Lessons We Can Learn from the NFL Draft
NFL taught me a lot of life lessons but I did not expect to share them with you and relate them to finance. Sports can teach us the value of perseverance, hard work, and keeping focused on our goals. ...
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How to Manage Inheritance in 2022
Having a large inheritance may be both a hardship and a blessing. Even if you have a feeling that a family member will remember you in their will, there are many aspects of the inheritance process that you may not have considered. If...
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Helpful Retirement Strategies in 2022 for Women
How will you prepare for your retirement as a woman? Here are some strategies extracted by Pro Capital Wealth Management for research. NOTE: This material are for informational purposes only.
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Supply Chain Pain
The state of the global supply chain remains in focus for both Wall Street and lawmakers in Washington, DC. What could be causing the slowdown?Back in the 1980s, manufacturing companies adopted an approach called...
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Smart Things to Do with a Year-End Bonus
If you are anticipating an annual bonus this year, it’s wise to come up with a thoughtful plan for the extra cash before it comes so you can get the most benefit from it. If you need more time to consider your options, deposit...
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Why Estate Planning Is Important Today
Plan for tomorrow, today.That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in place for their survivors. It makes a certain amount of sense. Nobody likes talking about death. But this...
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Life Comes At You Fast: Be Prepared
One minute you’re tooling down the sidewalk as you scroll through your phone looking for that important text message from yesterday… the next minute, WHAM! You’re broadsided as you absentmindedly step off the curb...
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How To Choose an Executor for Your Will
Most of us recognize the importance of creating a thorough, well-reasoned estate plan. But, we may not give adequate thought to choosing the right executor to carry out the provisions of our wills. It’s a responsibility that...
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Cashflow for the Kiddos!
We always hope our clients feel confident discussing money with their families. The truth is, talking about money can be uncomfortable! Where do you begin? What’s the right age? The good news is, it’s never too early to...
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Economic Predictions: What Lies Ahead?
It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...
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2021 Off to a Fast Start
The first month of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule. The markets opened on January 4 and...
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