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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Wednesday, August 10, 2022

Even after the television show Catfish revealed that those seeking romance on the internet are not always who they pretend to be, sweetheart scams persist as a type of fraud. Here are some of the prevalent warning signs of a sweetheart...

 

Monday, August 1, 2022

A bear market is a prolonged period of price declines in securities, an index such as the S&P 500, or the overall stock market of usually 20% or more from a recent high. Bear markets can also signal economic downturns such as a...

 

Monday, July 18, 2022

Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation."  While each generation comes with its own array of financial challenges, the sandwich generation often feels...

 

Wednesday, July 13, 2022

Markets are always forward looking, so it’s important to remain focused on what lies ahead. There will most certainly be challenges, but there are also some tailwinds from a strong job market, still resilient businesses, and the...

 

Friday, July 8, 2022

During Times of Market Stress, Your Behavior Matters MostInflation is at a 40 year high. The Nasdaq is down more than 30% as of mid-June. The S&P 500 is in a bear market. Bonds have offered no support this year as core bond funds - the...

 

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Thursday, June 23, 2022

Thinking of a future without ourselves in it, is not the most pleasant of thoughts…however, it is necessary to do so for the financial future of your family. Life insurance may provide you with the opportunity to bequeath money...

 

Tuesday, May 31, 2022

A life insurance policy is part of financial planning.Life insurance is there to help ease the financial trauma that comes with the loss of a spouse, parent, or partner. As you encounter different events in your life, you may need to...

 

Monday, May 16, 2022

What families need to consider According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for a school year was $9,970 for in-state students and $25,620 for...

 

Thursday, May 5, 2022

In general Perhaps you are self-employed or own a small business. Or, you may be directly involved in running a corporation or a tax-exempt organization. In any of these cases, you generally have the option of establishing a retirement...

 

Tuesday, April 19, 2022

As you near retirement, it's likely you'll have many questions about Social Security. How much will your retirement benefit be? When should you apply? Will earnings from a part-time job affect your benefit? Social Security has always...

 

Tuesday, April 5, 2022

When you invest in the stock market, you want to see growth, but unfortunately, in most cases, investments do not grow all the time. Inevitably, the market goes up and down, and to safeguard your potential for long-term growth, you...

 

Thursday, March 3, 2022

Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase, including how much you can contribute to a work-based...

 

Tuesday, March 1, 2022

RMD Tables are changing to keep up with The SECURE Act of 2019. Under The SECURE Act, if you turned age 70 1/2 in 2019, you would've been required to take your first RMD by April 1, 2020. If you turned age 70 1/2 in 2020 or later, you...

 

Thursday, February 24, 2022

Stocks have gotten off to a very rocky start in 2022, with the potential for Federal Reserve rate hikes coming and the geopolitical worries over Russia and Ukraine only adding to the uncertainty. We don’t want to minimize the...

 

Wednesday, February 9, 2022

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review.

 

Wednesday, February 2, 2022

Know the rules so you don’t get hit with an excess contribution penalty.  So you’re getting married in 2022? Congratulations. And when you add up all your income (yours and your spouse’s), you’ll earn more...

 

Thursday, January 6, 2022

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

 

Tuesday, January 4, 2022

“Keep it Simple, Stupid” is a great approach to organizing your finances. Some folks think financial planning is very difficult. While certain aspects are hard, such as constructing the right asset allocation to meet your...

 

Friday, December 10, 2021

For some, 2021 has flown by—and as we approach the last quarter of the year, it's a good time to begin planning for the next one. Year-end planning is especially important for retirees and those hoping to retire in 2021 or 2022....

 

Thursday, December 9, 2021

Our resurgent economy grew at over a 6% pace in the first half of the year and is on track for over 5% growth for the year when 2021 draws to a close. The current economic recovery, which started in May 2020, has benefited from...

 

Wednesday, November 3, 2021

It may be easy to forget we're nearing the end of the year. Even during the busy end of year rush, it's a good time to reevaluate your 2021 finances and turn an eye toward 2022. What can you do now to potentially improve and streamline...

 

Monday, November 1, 2021

A well-structured estate plan can be invaluable to you and your family. It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death. In addition, many people may believe that...

 

Saturday, October 9, 2021

There is a common misconception that estate planning is something only the affluent need to do before they die. However, estate planning is important for everyone, regardless of income level or net worth. Planning for the disposition...

 

Friday, October 1, 2021

Does your retirement seem years and years away? While it may appear this way, you owe it to yourself to look ahead and begin giving thought to a time in your life that may account for 20 or more "golden" years. Granted, time may be on...

 

Friday, September 10, 2021

A 529 plan is a state-sponsored tax-advantaged plan designed for saving for future education expenses authorized by Section 529 of the Internal Revenue Code. If used for education, the assets grow tax-free. According to the College...

 

Monday, September 6, 2021

We’ve all heard the outrageous stories of tumbledown houses selling for record-high prices, dozens of multiple offers within hours of a new listing hitting the MLS, and bonuses and incentives to sweeten the pot from...

 

Tuesday, July 17, 2018

Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status....