Latest Insights Archive
5 Kid-Friendly Financial Literacy Tips
Who is teaching your kids or grandkids about money? They likely aren’t learning about it in school; only 17 states in the U.S. currently require
The 5 Phases of Pre-Retirement
Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework and
3 Reasons Why Robots Won’t Replace Financial Advisors
Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors? Robo-advisors are less expensive
There’s More to Retirement than Just Numbers
Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65
Top 5 Biases that Impact Investment Decisions
As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with
How the Right Advice Can Boost Financial Confidence
What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about
Preparing Your Children for Adulthood through Financial Literacy
As a financial advisor, I learn a lot about clients’ short and long-term financial goals through manyconversations and building relationships with them. I also often
Scam Alert
Recently, Schwab notified us that they have received reports that scam callers have been impersonating Schwab by phone and requesting non-public client information, including Social
Grandparents, 3 Ways To Support Your Grandkid’s Education
Grandparents play a wonderful role in a family dynamic. When possible, they’re there to support their children and grandchildren and watch their family blossom in
Are You Saving Money During Benefits Enrollment?
People often view open enrollment season at their office as a time where they need to check a box that basically ensures that they continue
5 Financial Rules for Residency
When you’re a new physician going through residency, you may start to feel a little bit worried about your finances. Up until now, you’ve been
Deerfield Has a New Look
Today, we are announcing that Deerfield has a new look. We’re still the same Deerfield, just with a refined look and focus. We’re excited to share
Navigating Spending in Your Relationship
At Deerfield, we help our clients build comprehensive financial plans. That doesn’t just mean we help you plan for your investments, or create a savings
The Dangers of Retirement
Did you know that the odds of someone experiencing depression go up about 40% after you retire? It’s counterintuitive – many people believe that they’ll
5 Things to Do When Receiving an Inheritance
You’ve just received a sizable inheritance. Now what? Whether or not you were expecting to inherit a large sum of money, it can still be
