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Blog

grayscale photo of Wall St. signage by Patrick Weissenberger courtesy of Unsplash.
Shane Terry | Sep 6, 2023

Navigating Market Setbacks

stock market

Dear Valued Investor,

Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On the first day of

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Person writing a list in a notebook
Shane Terry | Sep 5, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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Shane Terry | Aug 16, 2023

Why Financial Preparedness Is a Smart Investment

Investments

During turbulent financial times, having a financial emergency plan might provide you with a proverbial life preserver. Whether it is an emergency fund to help

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Shane Terry | Aug 16, 2023

Smart Savings: 5 Tax Breaks for College Students and Parents

With the cost of college expensive for many, receiving a tax break from the IRS for college-related expenses may be appealing. 529 Plans and Coverdell Education

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Two women meeting in an office space.
Shane Terry | Aug 11, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Woman with graduation cap looking at the sky
Shane Terry | Aug 11, 2023

Navigating the Post-Cancellation Era of Student Loans

finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Man sitting on bench in park
Shane Terry | Aug 11, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
finance
retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Two people at work high fiving at a desk
Shane Terry | Aug 7, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Shane Terry | Aug 7, 2023

Staying Invested In A Tricky Market Environment

Investing
stock market

Dear Valued Investor,

Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get

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Two elderly people sitting on a bench looking at the sea
Shane Terry | Aug 3, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Shane Terry | Jul 31, 2023

Conducting a Midyear Financial Checkup

financial planning

As we’ve passed the midpoint of the year, now is the perfect time to assess your financial well-being by conducting a review.

Just like a routine health

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A man sitting on a bench watching a plane take off
Shane Terry | Jul 31, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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