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Category: Financial Planning

Time Value and Potential Income: Understanding Opportunity Cost
Time Value and Potential Income: Understanding Opportunity Cost
Sheena Hanson, 17 Jun 2022
With all the recent coverage and attention inflation has been getting lately, it’s no secret inflation is a growing concern for many. The cost of everything is up, and the supply chain is still facing […]
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Graduation Season is Upon Us
Graduation Season is Upon Us
Sheena Hanson, 8 Jun 2022
It’s graduation season. What an exciting time for high school and college students to be moving onto the next big phase! Exciting, but nerve wracking too. This is a time of incredible growth, development, gaining […]
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Loss of Spouse Checklist: 10 Things to Do After Your Spouse Dies
Loss of Spouse Checklist: 10 Things to Do After Your Spouse Dies
Sheena Hanson, 16 May 2022
Losing a spouse may be one of life’s most difficult and painful events. As many widows will tell you, there is no way to be truly prepared for it. The decisions you have to make […]
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Lucrative Investing Strategies in a Down Market
Lucrative Investing Strategies in a Down Market
Sheena Hanson, 2 May 2022
Stock market downturns are never welcomed, but they are inevitable. Even the most sophisticated investors can’t predict when they will occur or how long they will last. But, if there is any comfort to be […]
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Does a Living Trust Make Sense for You?
Does a Living Trust Make Sense for You?
Sheena Hanson, 12 Apr 2022
Regardless of its size, the goal of an estate plan is to facilitate the transfer of property and assets to your family with the least amount of cost and friction. As you work through the […]
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Understanding Market Volatility & Why It Isn’t Always Bad
Understanding Market Volatility & Why It Isn’t Always Bad
Sheena Hanson, 24 Feb 2022
Since the beginning of the pandemic, the stock market sure has given investors some reasons to feel concerned. It’s been a rollercoaster of ups and downs from the crash in March 2020 to the huge […]
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5 Ways You Can Get Ahead of Inflation
5 Ways You Can Get Ahead of Inflation
Sheena Hanson, 23 Nov 2021
Inflation. It’s a word that triggers either confused wrinkles on faces or deep financial concern depending on who you are. But it’s a very real thing happening right now. Just look at the huge markup […]
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3 Reasons Why Now is a Dangerous Time to Invest On Your Own
3 Reasons Why Now is a Dangerous Time to Invest On Your Own
Sheena Hanson, 13 Oct 2021
There’s a lot going on right now in the stock market, and a lot in the country and the world that influences it. From federal government policy and the pandemic to crypto currency and supply […]
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Understanding Market Cycles: The Bull and the Bear
Understanding Market Cycles: The Bull and the Bear
Sheena Hanson, 14 Jul 2021
What is the first image that comes to your mind when someone mentions the stock market? Is it the frenzied trading floor on Wall Street? Is it the scrolling of green and red numbers on […]
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How Does Social Security Fit into Your Retirement Plan?
How Does Social Security Fit into Your Retirement Plan?
Sheena Hanson, 12 Jul 2021
Throughout your working years and with just about every paycheck, you have paid taxes into Social Security, which go towards helping support other Americans who are eligible to receive Social Security benefits. When you retire […]
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