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Friday, January 27, 2023

When you’re busy juggling career, family, social life, and multiple other obligations, you may end up feeling as if you don’t have enough time to do it all. Often, the solution lies in improving how you manage your time. To...

Friday, January 13, 2023

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 10, 2023

Teaching children about financial wellness should start at an early age. Learning how making money, saving, and spending is related and the first step in teaching your child how to understand the value of money. Children learn from...

Thursday, December 15, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets...

Wednesday, December 7, 2022

The end of the year is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over twelve days,...

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Friday, November 11, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:...

Tuesday, November 1, 2022

Members of the military have a lot of special financial challenges that most people don't encounter. However, they have access to many benefits, tax breaks and legal protections that can make a huge difference in their families'...

Friday, October 7, 2022

The cost of long-term care can vary widely based on location (both city and state) and level of care needed. However, one thing is for certain: with 7 in every 10 people requiring long-term care at some point, preparing for this...

Monday, October 3, 2022

On August 24, 2022, just a few days before federal student loan repayment was set to resume, President Biden announced a plan for additional student loan debt relief.Federal student loan repayment was originally halted in March 2020 at...

Monday, September 12, 2022

For those approaching the age of 65, Medicare can be confusing, and you might also be wondering how it compares to your current health care coverage. This guide addresses your questions about Medicare and how you might deal with...

Saturday, September 3, 2022

A 401(k) retirement savings plan is one of the most desirable fringe benefits a small business can offer. For a business owner, it can help strengthen a company’s position when competing for top talent. It can also be structured...

Thursday, August 18, 2022

You will need to think about the disposition of your assets at your death and any tax implications.Statistically speaking, women live longer than men. So if you are married, you'll also probably have the last word about the final...

Monday, August 15, 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...

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...

Monday, July 4, 2022

The need for regular saving and investing spans many life stages. Through the years, your goals will change and your strategies will shift, but don’t be alarmed. You’re just progressing through the normal stages of life,...

Thursday, June 23, 2022

The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased.A complete statement of coverage, including exclusions, exceptions, and limitations, is found only in the...

Friday, June 10, 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. Do you have a will and powers of attorney for...

Thursday, May 12, 2022

When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k). A retirement plan participant typically has four options (and may engage in a combination of these options), each choice...

Friday, May 6, 2022

Although small business owners wear many hats, too often, the one labeled “Retirement Planner” is not among them. Hats may add panache but, basically, they’re for protection. Today, preserving your financial future,...

Monday, April 18, 2022

Ask your five-year old where money comes from, and the answer you'll probably get is "From a machine!" Even though children don't always understand where money really comes from, they realize at a young age that they can use it to buy...

Tuesday, April 5, 2022

April brings more than possible rain showers. It also marks Financial Literacy Month in the U.S. Whether you’re interested in a quick refresher or seeking to learn something new, it may be worth the effort to brush up on some...

Thursday, March 17, 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...

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...

Wednesday, February 9, 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 than...

Wednesday, February 2, 2022

In the last quarter of 2021, inflation increased at its highest rate since 1990.1 From gas prices to grocery costs to utility bills; many consumers are experiencing a serious case of sticker shock. Here are some steps you may take to...

Friday, January 7, 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

With inflation on the rise, the IRS increased the 2022 contribution limits for some retirement accounts. Although a 2021 Congressional report found that only about 8.5% of defined benefit plan participants and 4.7% of individual...

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, December 1, 2021

The past two years presented many small-business owners with unprecedented challenges. This year’s tax planning preparations include necessary measures for small-business owners to satisfy existing, new and modified tax laws that...

Friday, November 5, 2021

Veterans' retirement benefits are among some of the most generous out there, in large part due to the risks and sacrifices that come from military service. But navigating this array of benefits may seem complicated. What should...

Monday, November 1, 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...

Tuesday, October 12, 2021

When interest rates decline, many homeowners refinance their home mortgages. But it’s not a one-size-fits-all proposition. We examine the pros and cons of refinancing. There is perhaps nothing more appealing for a homeowner than...

Wednesday, October 6, 2021

According to recent research from the University of Washington, it might be possible for humans to experience a lifespan of 125 to 130 years by the end of the 21st century.1 While this is great news for those who hope to see five or...

Friday, September 10, 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...

Friday, August 27, 2021

Quantitative easing and short-term rates near zero could be ending soon. Federal Reserve Chair Jerome Powell seems to have capitulated on plans to taper the Fed’s stimulus program as of mid-July, causing the bond market to rally...