Touchstone Wealth

Whether you're supporting a family member's education, looking to reduce estate taxes, or offering a down payment on a first home, financial gifts are impactful and memorable. Lean on us if you need help determining the right gesture, size, or method.

When your financial firm detects potentially fraudulent or unusual activity, the first step is to confirm the transaction, typically by reaching out to you. But what happens if you're unavailable? By designating a trusted contact on your account, you enable your financial firm to act on urgent concerns and prevent issues from escalating.

Not all ideas are good ideas, especially when it comes to investing. Stay in contact with your financial advisor, bounce ideas off them, and stick to time-tested strategies. Your future self will thank you.

You are your greatest asset. Investing in yourself—whether it’s through education, financial planning, or personal growth—pays the best dividends in the long run. Don’t wait for ‘someday.’ You’re worthy of the time, effort, and investment today.

With the right plan in place, you can financially support your favorite charity, helping to ensure lasting change for generations to come. Talk to me about how life insurance can help you achieve your philanthropic goals.

When working with multigenerational clients, we often suggest a Family Financial Summit—essentially a family meeting to share financial values, goals, and responsibilities. It's a valuable way to align expectations when it comes to things like inheritance, financial responsibilities, and the legacy your family wants to build. These are productive conversations that set a clear path for the future. As always, we're happy to help if you’re thinking of starting this type of conversation with your loved ones—it’s truly an investment in your family’s future.

In behavioral finance, there’s something called "herd mentality" – it's when we follow the crowd and mirror what others are doing. It's hard to avoid because it's an innate human tendency rooted in our desire for social acceptance and fear of missing out. But the herd mentality can lead to costly missteps. Here’s why: You might end up buying high and selling low. You might become more conservative or more aggressive than needed. You might make hasty decisions that detract from your from your long-term goals. None of these are positive. When it comes to your investments, take a step back. Remain focused on your personal goals, not just what the crowd is doing.

Maybe you're not planning a party, but juggling work, family, and the holidays isn't easy either. We're here to simplify your financial life, hoping that by managing your investments, you'll have one less thing to worry about.

Children outgrow clothes, toys, and other gifts. With whole life insurance, you can give your child or grandchild a gift that provides enduring value. Let’s work together to help your loved ones gain a financial head start.

On this Veterans Day, we honor the brave men and women who have selflessly served our country. Your courage, dedication, and sacrifice inspire us all. Thank you for protecting our freedom and for the countless ways you’ve impacted our lives.