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Ensuring you are informed and educated...
Whether it’s ideas from the industry or emerging trends, you can read about it here. So keep checking in. We’re glad to have you reading along.
AI's Role in Shaping Our Tomorrow: A Look Ahead
While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century,...
Read MoreTop 10 Questions High Net Worth Individuals Ask About Social Security
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...
Read MoreUnderstanding the September Effect: What It Is and Why It Happens
If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...
Read MoreDon't Get Hooked: A Guide to Recognizing and Avoiding Phishing
As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...
Read MoreMoney Tips for Parents Sending Children Off to College
You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...
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Attention Parents and Grandparents of College-Bound Students: FAFSA Gets an Overhaul
Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA).The Department of Education is calling it the “most...
Read MoreThe 6 Biggest Mistakes DIY Investors Make and How to Avoid Them
IntroductionOver the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every...
Read MoreHow the SECURE 2.0 Act Changed 529 Plans
Changes to 529 plans in the SECURE 2.0 ActThe SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of...
Read MoreHealth Savings Accounts: Pros, Cons, and Retirement Considerations
What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover only a portion of the cost. If you're well past the braces stage...
Read MoreEstate Planning Myths
Estate planning can be one of the most misunderstood aspects of financial planning; however, it’s vital to ensure your assets and family are protected. Unfortunately, common myths convince many they don’t need to create or...
Read MoreMay 2023: Retirement Readiness
Your Retirement Readiness newsletter features how working will affect social security benefits, making catch-up contributions, redefining retirement, and whether or not social security will stick around. Hope you enjoy, and as always,...
Read MoreSECURE Act 2.0: How Will Provisions Impact Your Retirement?
Most Americans have an ongoing fear of living beyond the money they’ve saved for their retirement years. And it’s not an irrational fear. There is, in fact, an actual lack of retirement preparedness among Americans, and...
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Income Tax Checklist to Stay on Track
Tax time is upon us, and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to assist with...
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Weekly Market Insights: Earnings and Data Tell Two Different Stories on Near Future.
Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data.The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 added 2.47%. The Nasdaq...
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Weekly Market Insights: Erratic Holiday Trading Leaves Stocks in Doldrums
In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...
Read MoreMake July 4th a Pet-riotically Safe Holiday!
Independence Day means fun, food, friends, and fireworks. For our pets, Independence Day can be downright terrifying – even dangerous! July 5th is the busiest day of the year for animal shelters, which fill up with animals who...
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It's time to catch up on retirement
The years between turning 50 and retirement can be some of the very best. Hopefully you’ve earned enough to start living comfortably, you’re accomplished in your job and life, and you know which risks are worth taking....
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Are Your Taxes Going to Change?
Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names. The Build Back Better Act. Or the $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working...
Read MoreGo Fourth in Red, White and Financial Review
From summer vacations to special holidays, oh how we love July. Leading off with a Fourth of July bang, it brings fun observances like National Ice Cream and Picnic month. Even better, it’s the ultimate month for BBQs and beach...
Read MoreAnnuity Awareness..... Do you have questions
June is annuity awareness month… do you have questions? Do you have questions about annuities but do not know who to ask? Do you own an annuity but question if it is a good fit for you? Now is as good a time as any to get your...
Read MoreAvoid Becoming the Bank of Mom and Dad
You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...
Read MoreApril 2021: Retirement Readiness
This month's Retirement Readiness newsletter features a quick video highlighting ways to make your retirement as exciting as your next vacation, a few lifestyle considerations in creating your retirement portfolio, some interesting...
Read MoreWe Can Text Now - Let’s Get You Started!
More than ever, communication is essential, and we rely on digital methods more and more. Due to the regulations in our industry designed to keep you and your information safe, we are mindful with how we communicate. We are excited to...
Read MoreWhy You Should Set Up Your Online Social Security Account
For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are good reasons to set up your online Social...
Read MoreDecember 2020: Your Money Matters
This month’s Your Money Matters newsletter features one of the newest ways to send money, what to look for in personal finance apps, some financial literacy basics, and a quick note that it may be time for a financial checkup....
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Election 2020: A Dose of Patience
The upcoming election is prompting some people to reconsider their investment strategy.In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential...
Read Morethe best of times...
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness..." What does today's volatility mean to you? Does it offer opportunity or bring too much risk?
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Celebrating Juneteenth
Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. The observance of this holiday, formally recognized by the state of Texas in 1980, has continued to spread to the rest of the...
Read MoreInvesting in Uncertain Times
Is now the right time to push off from the dock? If you are prepared and have the proper plans, uncertain times often bring some of the best opportunities. Investing during times of uncertainty may not be the right thing for...
Read MoreSecuring Zoom Meeting
If you are using Zoom for pleasure or business below is a really good resource. Securing Zoom Meetings
Read MoreStatement Shock
Financial statements for the first quarter of 2020 are on the way, and because of all the recent market fluctuations you may be feeling nervous about having lower balances in your accounts. But it’s more important now than ever...
Read MoreBudget Check Up: Tax Time Is the Right Time
Every year, about 140 million households file their federal tax returns.1 For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements;...
Read MoreFrugal is not a bad word...
Keeping Up With The Joneses https://www.addthis.com/bookmark.php?v=250&pubid=ra-4de97c2f14d0d95b
Read MoreYou owe it to yourself
Commit to educating yourself about your finances, the future you will thank you for it Rahel Solomon | @RahelCNBC Published 2 Hours Ago Updated 4 Mins Ago CNBC.com Invest in Yourself 2 Hours Ago | 00:56 The most important investment...
Read More9 Facts About Social Security
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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