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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.

 

Tuesday, September 6, 2022

 Preparing for retirement may be an exciting and stressful time. While the idea of leaving the workforce and enjoying more leisure time may be appealing, the prospect of no longer receiving a regular paycheck might be intimidating...

 

Tuesday, September 6, 2022

You're about to receive a distribution from your 401(k) plan, and you're considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some pitfalls you'll want to avoid...

 

Tuesday, September 6, 2022

You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of your death. However, determining the appropriate amount of coverage for your...

 

Tuesday, August 2, 2022

Black Swans: Short-term Crisis, Long-term Opportunity Considering the high levels of uncertainty, what should investors do? Buy on Fear, Sell on Greed?Legendary investor Warren Buffet is a big proponent of this strategy. When...

 

Tuesday, August 2, 2022

In 2013, a Gallup poll found that only about one in every three U.S. households maintained a budget.1 A 2021 survey of 1,000 Americans found that 80% now say they have a budget.2Americans are budgeting more due to the pandemic....

 

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Wednesday, July 20, 2022

Goods versus ServicesBefore we think about the new world order that global inflation may enter, let’s start with the good news within the United States. The Federal Reserve’s (Fed) preferred measure of inflation, the core...

 

Tuesday, July 12, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

 

Wednesday, July 6, 2022

You may be retired and considering investing some of your retirement nest egg. Depending on your situation, it is crucial that investing in the stock market, bond market, or other investments does not jeopardize your retirement savings...

 

Wednesday, July 6, 2022

When market volatility takes investors on a wild ride, fear and panic are common responses to this stock market roller coaster. Acknowledging these emotions may be a good first step, but acting upon them could result in impulsive,...

 

Tuesday, June 21, 2022

A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close more than 20% below its January 3 record...

 

Tuesday, May 31, 2022

The Stock Market has been trying to teach these lessons forever….The real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons...

 

Tuesday, May 3, 2022

It’s tempting to give up on data security altogether, with all the billions of pieces of personal data – Social Security numbers, credit cards, home addresses, phone numbers, passwords, and much more – breached and...

 

Tuesday, May 3, 2022

When you're a small business owner, you need to pay extra careful attention to both your business and personal finances. Your financial planning strategies should simultaneously encourage the success of your business while also working...

 

Monday, April 4, 2022

Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are...

 

Monday, April 4, 2022

Emotions often drive investors to make poor decisions and underperform. Dynamic investing and overall fitness can often come down to discipline (and planning). Why aren’t you reaping the investment returns you read about in the...

 

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...

 

Tuesday, March 1, 2022

How Financial Asset Management May Help Investors Stay the Course Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing...

 

Wednesday, February 23, 2022

Wall Street has little recent history to go from, but two things are very likely. Starting in late 2021 and throughout all of 2022, Wall Street has debated what markets might do if Russia invades Ukraine.

 

Wednesday, February 2, 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...

 

Wednesday, February 2, 2022

Download the 2021/2022 Tax Season at a Glance Guide that has tax rates, contribution limits, mailing schedules, and other important data.

 

Wednesday, February 2, 2022

When it comes to retirement planning, much ado is made of how much to save. But often, the real difference lies in shrewd distribution planning. By withdrawing funds from certain account types in a certain order, you might...

 

Wednesday, January 12, 2022

 

Saturday, January 1, 2022

 

Saturday, January 1, 2022

 

Thursday, December 2, 2021

The holidays are a hectic time for traveling, and any homeowner might be understandably uneasy about leaving his or her home unattended during the busiest time of the year. Prepare your home the right way with these tips for when...

 

Thursday, December 2, 2021

Bracket Creep accounts for a real tax increase in about half of the 50 states. We’ve all heard the saying that inflation is a hidden tax. But depending on which state you live in, it should simply be called a tax – because...

 

Wednesday, December 1, 2021

With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to...

 

Monday, November 1, 2021

Many have heard Social Security retirement benefits referred to as part of the "three-legged stool" of retirement: Social Security, a pension or defined benefit plan, and personal savings.1 The idea is that with these three sources of...

 

Monday, November 1, 2021

The more money that you can save when you are working, the easier it should be for you to retire and enjoy your golden years. Unfortunately, Social Security may no longer provide a sufficient income to live on during retirement. To...

 

Monday, November 1, 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....

 

Wednesday, October 6, 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...

 

Monday, October 4, 2021

It’s never too early to think about how and where you want to live when you’re older. How far in advance do you plan vacations? A month at the very least, right? You’ve booked the flights and hotels and looked forward...

 

Monday, September 20, 2021

Taking money out of retirement without a plan is a recipe for trouble You‘ve saved for years. Now that you are retired, did you create an income plan from your savings? The financial industry and media constantly talk about the...

 

Monday, September 13, 2021

Small business owners are different from the average hourly employee in a lot of ways. One often-overlooked difference is how they plan for retirement. Although small business owners may offer a classic 401(k) for their workers along...

 

Friday, August 6, 2021

If you already contribute to a 401(k) or another retirement account through work, you may not have spent much time thinking about opening an individual retirement account (IRA). However, an IRA might provide you with a way to boost...

 

Wednesday, August 4, 2021

There are specific rules addressing distributions and rollovers of a Roth 401(k), which combines features of Roth IRAs and a traditional 401(k). We offer an overview of the key considerations. The Roth 401(k) has become an attractive...

 

Wednesday, July 14, 2021

In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. Over the previous 12 months, the increase was 2.6%, the highest year-over-year inflation rate since...

 

Wednesday, July 7, 2021

While making money off investments is often a major goal, the new generation of investors is also focusing on where they put their money in the hopes that their investments will do more for the greater good.[1] The move toward socially...

 

Wednesday, July 7, 2021

It is human nature to seek advice when things aren't going well or when an unforeseen event occurs. Often, people seek financial advice from a professional only when the stock market and their investments are experiencing turbulent...

 

Thursday, June 24, 2021

Americans are starting to experience the impact of increasing prices at the supermarket and the start of inflation. Also, clothing at retail stores is depleting as manufacturing has halted, creating demand for products ordinarily...

 

Thursday, June 3, 2021

Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when...

 
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