A common question we ask in our planning conversations is “Who depends upon you for financial support?” More commonly the answer is not just elderly parents, but adult children as well.

Now we have your attention! After going to numerous conferences this year and witnessing this Bull Market approach 9 years, we are starting to hear more about what we should do when the market pulls back.

Fall is here. The air is crisp, the leaves are raked (until next week) and the bulbs are planted…flowering bulbs of varying size and color….arranged so there is continuous color from early spring to the late fall.

This year Columbus Day will be celebrated this Monday, October 9th. The holiday commemorates Christopher Columbus’s arrival to the new world in October of 1492. Columbus Day was first celebrated in 1792 on the 300th anniversary of Columbus’s landing, and became a National Holiday in 1937.

Goals are one of the principal starting points of any financial plan. It may seem like the idea of goal setting is reserved for life’s biggest adventures, but in reality having a different spectrum of goals, whether it be short term or long term, is crucial for keeping your finances and savings on track.