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Blog

Shane Terry | Oct 19, 2022

The 2023 Cost-of-Living Adjustment

retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Shane Terry | Oct 19, 2022

4 Tips for Minimizing Financial Anxiety

finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Shane Terry | Oct 11, 2022

October Client Letter | Could The Worst Be Behind Us?

stock market

Dear Valued Investor,

First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian. Our thoughts are with those impacted by

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Shane Terry | Oct 7, 2022

Medicare in 2023: Here's What You Need to Know

Health
retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Shane Terry | Oct 7, 2022

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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A black and white image of a couple laughing
Shane Terry | Oct 7, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Shane Terry | Sep 26, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Hand holding a page with several charts on it
Shane Terry | Sep 26, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Hand holding a large bundle of balloons
Shane Terry | Sep 12, 2022

What to Do With with a Sudden Windfall

finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Shane Terry | Sep 12, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Shane Terry | Sep 7, 2022

September 2022 | The Best and Worst of Times

Dear Valued Investor,

When it comes to stock market performance, August was “the best of times and the worst of times.” The strong market rally that peaked in

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A couple working in their kitchen together
Shane Terry | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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