Posts by Amanda McFarlane
The Ultimate Guide to Financial Literacy in Your 20s
In an age where digital transactions have become the norm and economic landscapes shift with increasing speed, understanding the intricacies of money is more vital than ever. But what exactly…
Read MoreGolden Years in the Golden State: Our Top Retirement Destinations in Central California
The allure of California is undeniable, from its iconic coastlines to its sun-soaked vineyards. But as retirement beckons, the question arises: Where in this vast and varied state should one…
Read More10 Dream Retirement Locations in California
California, known for its diverse geography and stunning landscapes, has become one of the top retirement destinations in the United States. From the sunny beaches and cultural diversity to the…
Read MoreEmbracing the California Lifestyle: How to Choose the Right Community for Retirement
When the golden years approach, and the hustle and bustle of workdays fade into the rearview mirror, the dream of many retirees is to settle down in a place that…
Read MoreThe Implications of Retirement on Your Financial Plan
As we navigate through our careers and personal lives, retirement often feels like a distant eventuality. The truth is, it’s never too early to start planning for this significant phase…
Read MoreUnderstanding Fixed Indexed Universal Life Insurance (FIUL): A Detailed Overview
Life insurance is a pivotal part of financial planning, offering a layer of financial security for your loved ones when you’re no longer there—and some insurance options even have benefits…
Read MoreKey Retirement Questions to Ask Your Advisor
Making your money last for 20+ years in retirement can seem like a tall task. As a wealth advisory firm, two questions we are often asked are: Am I ready…
Read MoreWhat the SECURE Act 2.0 Means for Your Retirement Savings
The SECURE Act 2.0, signed into law in December 2022, is a major piece of legislation that makes several changes to retirement savings laws designed to improve Americans’ retirement savings…
Read MoreDuties and Responsibilities of Trustees of a Living Trust: What You Need to Know
Last Updated: April 17, 2025 What Is a Living Trust? A living trust is an entity, a legal document, that houses your assets (investments, bank accounts, real estate, valuable personal…
Read MoreHow to Teach Kids About Money
We’ve all heard the old adage, “Money doesn’t grow on trees.” It was likely said to you often, possibly when you asked for a new pair of sneakers or when…
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