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Dear Friend/Client, As 2025 winds down, I ‘d like to pause to reflect upon all the good that has taken place in my life and in my business. I would be remiss if I didn’t recognize the confidence, trust, and friendship you have placed in me and my team here at WealthGuardAdvisors. Thank you! Like […]

Lately, we have been seeing a rise in fraudulent phishing emails, both to us and to our clients. As a reminder, please review these quick tips to help protect yourself from bad actors. What to watch out for: How to stay protected: If you believe you’ve clicked on a suspicious link or shared personal information,

If you’re holding a significant amount of cash in the bank, even exceeding FDIC insurance limits, you’re not alone. Many conservative investors have chosen to sit on the sidelines lately, unsure of where the markets are heading and hesitant to take on unnecessary risk.

All good parents want to help their children succeed. In my role as a Certified Financial Planner™, that usually involves helping parents establish college savings plans or helping grandparents plan out larger gifts as part of their estate plan. A few month ago however, I met with a parent who asked about giving their child an allowance, and I didn’t have a great answer at the time. As opinions on the topic can vary widely from, “your allowance is me allowing you to live here” to “my daughter has an allowance of $1,000 a week, is that too small?”, I decided to list out everything a parent should consider when answering the question, “Should I Give My Kid an Allowance?”

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.

Discover the unique financial challenges women face and the three main things they seek from a financial advisor: understanding, trust, and personalized planning. Dive into the importance of having an advisor who not only has expertise but also values empathy and clear communication, ensuring women navigate their financial journeys with confidence and clarity.

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