by Hannah Moore | Jul 26, 2019 | Financial Planning, Financial Transitions, Goals, Insurance
In the financial planning world, “legacy” often means leaving behind a financial inheritance when you’re gone. Whether that’s real estate, personal belongings, or a retirement account, what you’re passing on to the next generation defines your legacy. However, there...
by Hannah Moore | May 15, 2019 | Financial Planning, Financial Transitions
Talking about money, in any setting, can feel taboo at best. Whether you struggle with money or you have plenty, it can be hard to know who to talk to money about and when. You may have children or close family and friends you are supporting financially, or you could...
by Hannah Moore | Mar 15, 2018 | Financial Planning, Financial Transitions
Retirement is commonly viewed as the end-goal in life. Work hard, save money and someday you’ll be able to sail blissfully into retirement. While it sounds pretty straight-forward, the experience of actually retiring can be much more difficult than what you may...
by Hannah Moore | Dec 8, 2015 | Couples and Money, Financial Advisor, Financial Planning, Financial Transitions, Personal Finance, Retirement
Clients describe the meeting as shocking, even while admitting that they knew it was coming. It’s the financial planning meeting in which we look at their retirement projections to see if they are on track to meet their financial goals. Some couples have figured it...
by Hannah Moore | Sep 11, 2015 | Couples and Money, Financial Advisor, Financial Planning, Financial Transitions, Investments, Personal Finance, Retirement
They could have been contestants on The Newlywed Game, their answers revealing how little they were in agreement on matters of married life. She wanted to travel to Europe and experience the finer things in life. He wanted to know how they were going to pay for their...
by Hannah Moore | Jan 22, 2015 | Financial Advisor, Financial Planning, Financial Transitions
Every client I have is a different relationship. I work hard to understand my clients as individuals and to learn what is different about what each of them needs and how they like to work. The best clients understand that there are things they can do to contribute to...
