Adam Anderson

As a Financial Planner, I often have to remind people that tools like investments, tax-planning, and insurance, can only go so far in securing your financial future. Instead, the by-far most important tool you have to meet your needs and prepare for your future is budgeting. But what exactly is budgeting? 

Simply put, it’s the process of creating a plan on when and where to spend your money. This spending plan allows you to determine in advance whether you will have enough money to do the things you need to do or would like to do.

No one wants to be a burden to their family. With proper planning, individuals and families can prepare themselves for life’s changes, including death and incapacity. With just a little bit of organization, you can express your care wishes, distribute your assets to the people and causes you care about, provide for minor children, and

Our government recently passed an update to rules regarding RMDs as part of the Secure 2.0 Act. This could be a big change for you. RMD stands for Required Minimum Distribution, which is the minimum amount that individuals must withdraw annually from their tax-deferred retirement accounts. These accounts include traditional IRA’s, 401(k)s, 403b’s, 457 plans

In light of the recent failure of Silicon Valley Bank, many people are questioning the strength of their financial institutions. I’m writing to give you information about what kind of assurances you have and some of my insights. Silicon Valley Bank is a regional bank that worked primarily with venture capitalists and various crypto adjacent