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Blog

Bill Harwood | Oct 9, 2023

The Financial Impact of Mental Health

Mental health is essential to everyone’s wellbeing. Mental health disorders, diagnosed or not, may be playing a role in your daily life. Often, financial
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Bill Harwood | Oct 9, 2023

Financial Planning Issues for New Parents

Fiinancial Planning
As you prepare for life with your new child, it's time to prepare a new financial plan for your family or make any necessary changes to your existing plan. You
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Bill Harwood | Sep 27, 2023

Wealth Watch - Bill's Monthly Market Commentary

Commentary
Bill's Monthly Market Commentary
Our government is debating how it spends our tax dollars; and there appears to be a major disagreement.  Will there be another government shutdown? We will know
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Bill Harwood | Sep 1, 2023

Preparing for the Worst: Disaster Planning

Financial Planning
Disaster Planning
Given the daily responsibilities of running a business, planning for an event that may or may not happen may not seem to be a priority. But by preparing for a
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Bill Harwood | Sep 1, 2023

Reading and Understanding Your Life Insurance Policy

Life Insurance Policy
Financial Planning
Education
Most people hate the thought of reading a life insurance policy (or any insurance policy, for that matter). However, if you can find the time and muster the
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Bill Harwood | Sep 1, 2023

Saving for Retirement and a Child's Education at the Same Time

Retirement
Financial Planning
Child Education
Savings
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your
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Bill Harwood | Aug 22, 2023

Breaking Out of Recession Burnout

Financial Planning
Recession
Nearly 1 in 3 Americans report that they aren't prepared for a recession — despite the near-constant drumbeat of recession talk from media and economic experts
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Bill Harwood | Jul 27, 2023

The Great Wealth Transfer and Generation X

For many members of Generation X, those born between 1965 and 1980, a comfortable retirement may feel like an increasingly distant dream. Despite being in their
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Bill Harwood | Jul 27, 2023

Teaching Your College-Age Child about Money

When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it's time
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Bill Harwood | Jul 27, 2023

A Guide to Student Loan Repayment Plans: 9 Options for Consideration

Education
In a 6 to 3 vote, the Supreme Court struck down the Biden administration’s student loan forgiveness plan denying a chance for at least 43 million eligible
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Bill Harwood | Jul 27, 2023

Take a Swing at Investing Like a Golfer

Investing
Golfing and investing may not seem to share much common ground at first glance. But the more you think about it, a successful golfer and a successful investor
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Bill Harwood | Jul 6, 2023

Better-Than-Expected First Half

Client Letter
As we finalize the log on the first six months of 2023, we believe there’s value in reflecting on recent months gone by. Doing so can help crystallize key
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