Insights authored by: Lori Poole
Don’t Let These Hidden Costs Derail Your Retirement
When approaching retirement, the biggest concern tends to be, “Did I save enough?” And while that is certainly a valid question, many people make...
February 20, 2020 / Financial Planning
Let’s Talk about Your Reasons for Buying a Vacation Home
Whether it’s a rustic cabin, seaside cottage, or trendy urban loft, vacation homes offer an alluring prospect. But as with any major investment, there...
August 22, 2019 / Families
Getting Married? 7 Financial Steps to Take Before You Tie the Knot
Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More...
October 10, 2018 / Financial Planning