Financial Roots
Stay up to date with our latest insights and commentary
Are You Prepared to Age at Home?
As we age, our home’s setup becomes crucial to our comfort and independence. But aging at home is more than basic modifications – it’s about creating a supportive, thriving environment tailored to your unique needs.When you think about getting older do you imagine...
Turning the Sale of Your Business to a Successful Retirement
Are you expecting the sale of your business to fund the majority of your retirement? This video highlights key topics to keep in mind when planning the sale of your business. If you have spent much of your life building your business, and you are expecting the sale of...
Meet Skyler
Skyler’s Journey to Becoming a Third-Generation Financial AdvisorMichael Jordan once said, “Talent wins games, but teamwork and intelligence win championships.” This idea resonates with me, both on and off the court. As Rex’s son and the third generation in financial...
SECURE Act 2.0
Do you know what parts of the Secure Act 2.0 will impact you? Don’t worry, we do. Here are a few key changes you should be aware of: The Secure Act and the Secure Act 2.0 have brought a lot of changes to the retirement planning world in the last few years. We can’t...
Have the Talk Before It’s Too Late
Does your family know your wishes for your money after you’re gone? Putting it in a will is a great start but doesn’t go far enough. There is a way you can be clear about your wishes, help preserve family harmony, and increase the chances that your legacy will live on...
Who We Are
There’s no one-size-fits-all solution when it comes to your finances. You should have a financial advisor who gives you individualized attention based on your needs. Here’s a video on why that’s so important to us:At Aristata Financial, we serve a select group of...
Keeping Your Financial Accounts Cyber-Secure
Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to $1 trillion in 2020. That’s enough to make anyone concerned about the security of their financial accounts. But you don’t have to feel helpless against...
Why Do We Worry About Money?
It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often brings comfort, it doesn’t alleviate every fear, insecurity, or concern. These fears run deep, often stemming from childhood...
Trust Basics
Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each...
Balancing a Retirement Portfolio with Asset Allocation
The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it's even more important, since the mix of various types of investments accounts for most of the ups and downs of a portfolio's return....
Financial Planning – Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in. Financial planning is a...
Reaching Retirement: Now What?
You've worked hard your whole life anticipating the day you could finally retire. Congratulations — that day has arrived! But with it comes the realization that you'll need to carefully manage your assets to give them lasting potential. Review your portfolio regularly...