Financial Dynamics Blog


We help individuals and families work toward achieving their ideal retirements.

A senior couple smiling as they look over their retirement plan.

Moving the Financial Goalposts

October 14, 2021

Your favorite football team is playing in the Super Bowl. They’re down by two points at the 40-yard line with seconds left on the clock during the fourth quarter. The kicking team comes out to try for a field goal and attempt to win the game. Before the ball is snapped, an offensive lineman flinches,…

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Setting Yourself up for Success at Any Age

September 1, 2021

At Financial Dynamics, it’s essential that we help our clients create a plan that supports not only their financial and personal health, but a lifestyle that’s worthy of enjoyment. It’s easy to fall into a day-to-day routine during retirement, but that doesn’t have to put you in the doldrums. Consider these helpful tips from Gavin…

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Financial Mistakes Couples Can Avoid in Retirement

August 5, 2021

It’s important to figure out a game plan around your financial affairs if you’re married or have a life partner. While everyone’s situation is going to be a little bit different, there are a few things to consider when developing your financial plan. Read on for some of the most common financial mistakes that you…

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Inflation Worries

July 1, 2021

The significant amount of money that is being pumped into our economy from various stimulus packages is having an impact on the cost of goods. The price of food, gas and materials for home improvement projects have risen dramatically over the past few months, with double and even triple digit inflation. With the overall easy…

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Travel Tips as COVID Restrictions Relax

June 2, 2021

After being sequestered for more than a year, travelers are dusting off their suitcases and planning their next domestic or international adventure for the summer season. Consider these great tips from leisure consultant, Kim Ennis of Classic Travel & Tours, before you plan your next getaway! The Benefits of a Travel Agent Contrary to what…

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Don’t Overlook Life Insurance

April 30, 2021

As you work towards diversifying your financial portfolio, you may want to give some thought to life insurance as an option. As an asset class, life insurance can provide you with impressive long-term care solutions or serve as an income replacement vehicle for later in life if correctly structured. Consider the following benefits that life…

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Sustaining Your Physical Health

March 31, 2021

Making the decision to incorporate a more active lifestyle at age 50 and beyond can be challenging especially if you’re recovering from an injury or are navigating a health setback. If you don’t have your health, your wealth really doesn’t matter. Consider these fitness tips from Tyler Cox, professional CrossFit coach and owner of CrossFit…

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COVID’s Impact on Legal Documents

March 25, 2021

When was the last time you updated your legal documents? Many worry about setting up a will, trust, power of attorney, or medical directives due to the impact of COVID. Unfortunately, some of these folks found themselves in a tough situation without having properly executed estate planning documents.  This could have resulted in legal tie…

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Managing Your Mortgage Options

March 1, 2021

The year 2020 had the record for the highest volume in mortgages due primarily to record low interest rates. Refinancing is making up roughly 70% of all mortgage transactions and it is a very busy purchase market as well. Sometimes refinances are necessary and other times it’s just a matter of convenience with interest rates…

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Tax Planning vs. Tax Preparation

January 19, 2021

When it comes to minimizing taxes, it could be advantageous to work with a fiduciary advisor along with an accountant or CPA when creating a tax plan that’s right for you. A fiduciary advisor will review your tax and financial documents, evaluate your current financial situation, and design a plan that is tax wise with…

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