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Blog

Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Aaron Stevens | Dec 17, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Businesswoman looking at her phone
Aaron Stevens | Dec 15, 2022

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
Read More
An exit sign in a modern office building
Aaron Stevens | Dec 12, 2022

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Aaron Stevens | Dec 10, 2022

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
Read More
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Aaron Stevens | Dec 8, 2022

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Aaron Stevens | Dec 5, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Aaron Stevens | Dec 3, 2022

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Two older businesspeople looking at a tablet screen
Aaron Stevens | Dec 1, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Hand holding a bill with a red "Past Due" stamp on it
Aaron Stevens | Nov 30, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Hands holding a small wrapped present
Aaron Stevens | Nov 29, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Two people having a picnic by a lake
Aaron Stevens | Nov 28, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Elderly woman doing yoga in a park
Aaron Stevens | Nov 25, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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