We can help make sure your goals are specific and achievable!

The Appeal of Becoming a Snowbird

The Appeal of Becoming a Snowbird

Tired of the gray skies and rain? Have you considered being a snowbird? Once a term associated with retired, older adults who really feel the sting of a brisk winter, these days the life of a snowbird can be just as appealing to younger people, especially those with flexible career options.

Financial Football – Who’s on Your Team?

Financial Football – Who’s on Your Team?

Wealth Advisor, Frank McLaughlin can’t help but notice the parallels between the Seahawks and the financial markets in 2022. So, as we are currently in the midst of a difficult season, how do we put together the right team to win you a super bowl trophy (or at least help you achieve your goals)?

Making Your Dream of Long-term Travel a Reality

Making Your Dream of Long-term Travel a Reality

Think that you can’t travel or go on your dream vacation before you retire? With some intentional planning there’s no need to wait for these rewarding experiences, whatever your dream might be.

The Scary Thing About Getting Married…

The Scary Thing About Getting Married…

In the spirit of Halloween, I want to share something I did earlier this year that scared the candy corn out of me, something that made my stomach flip like stepping off a cliff ledge…I got married. Jokes aside, after the streamers come down and the wedding party goes home, you and your partner are officially married. I distinctly remember thinking to myself, “Ok, now what?” It turns out I wasn’t alone in asking this question.