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Useful Articles

Eric Vinje | Nov 17, 2023

7 Estate Planning Topics to Discuss with the Family over Thanksgiving Dinner

Estate Planning
One of the more difficult conversations for family members to have is talking about estate planning. There are several reasons for this, including the reality
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Man reading newspaper next to laptop and phone
Eric Vinje | Nov 15, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Eric Vinje | Nov 10, 2023

Investing in Your Family: Creating a Family Business Succession Plan

Succession Plan
Small Business
Investing
No matter how successful your family business is today, at some point in the future, its ownership may need to change hands. Without a business succession plan
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Eric Vinje | Nov 3, 2023

4 Simple Ways to Give Back

Charitable Donations
Giving
As you take a moment to reflect upon all of the things that bring you comfort and joy this holiday season, consider giving back to those in need. Whether you
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Eric Vinje | Oct 27, 2023

Halloween: The History of One of the Most Mysterious Holidays

Halloween is full of fun, scares, and a little bit of mystery. But what few people may realize is that the holiday that is now represented by candy, costumes
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Couple walking in a field with the ocean in the background
Eric Vinje | Oct 26, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Young professional women in a meeting
Eric Vinje | Oct 23, 2023

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Eric Vinje | Oct 20, 2023

A New NBA Season and a Great Time to Review Your Financial Strategy

Finance
Basketball fans are eager for October when the NBA season kicks off. It is a new beginning, a fresh chance for teams to showcase their unique talent and
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Happy elderly couple holding yellow flowers
Eric Vinje | Oct 19, 2023

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Senior couple in a meeting with a financial professional
Eric Vinje | Oct 16, 2023

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Eric Vinje | Oct 13, 2023

Why You Should Factor Long-Term Care Into Your Estate Plan

Estate Planning
A solid estate plan should not only provide for your assets after you pass, but also plan for your long-term care while you're alive. With the median cost of a
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Set of keys beside miniature house
Eric Vinje | Oct 12, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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