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You may have financial questions—most revolving around the accumulation, preservation and transfer of wealth. How do I build more wealth? How do I protect what I have? How do I transfer it tax-efficiently to my heirs? How do I structure my charitable giving for maximum impact?

Tim Starkey, a Certified Financial Planner® and Chartered Financial Consultant® with over 15 years of experience discusses these topics and more. Tim loves communicating with people about their wealth and helping them work towards achieving what is most important to them. Here, he discusses common money questions you may (or should) be wondering about.

Explaining Inflation

April 7, 2022 Insights

Explaining Inflation

Long Term Care Expenses

March 2, 2022 Insights

Significant unplanned health care expenses, including long term care, can upend anyone's financial plan. We answer common questions and introduce a potential solution set to consider.

How Taxes Work

February 4, 2022 Insights

It is our experience that most people misunderstand taxes - and for good reason. But financial goals are achieved with after-tax, not pre-tax, money.

January Is National Financial Wellness Month

January 5, 2022 Insights

January is Financial Wellness Month, a time to check-in with your financial strategy.

Volatility - The Price of Admission

December 1, 2021 Investment Insights

Investors tend to see short term-volatility as the enemy. We discuss how volatility tends to lead many investors to move money out of the market and “sit on the sidelines” until things “calm down” and the risks associated with that strategy.

End-of-the-Year Money Moves in 2021

November 1, 2021 Insights

Here are some things you might consider before saying goodbye to 2021.