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Monday, September 14, 2020

It can be tempting to rely on political headlines or pending legislation to time your market entry or exit points. However, letting politics drive your investment decisions can be a costly mistake. Learn more about what helps market...

Tuesday, September 8, 2020

Should you really consider getting life insurance when you are close to 60? September is National Life Insurance Awareness month. And while most of us likely recognize that life insurance provides us peace of mind and security, there...

Friday, September 4, 2020

The fallout of the COVID-19 pandemic has made the need for a healthy savings account clearer than ever. Even before the pandemic, the U.S. Federal Reserve estimated that nearly 40 percent of Americans didn't have enough set aside to...

Monday, August 31, 2020

Starting with the last week in July and for the first three weeks of August, investors celebrated that the S&P 500 had advanced for four consecutive weeks, culminating with it passing its pre-COVID peak from February 19 on August 17....

Thursday, August 27, 2020

Four simple steps to align your spending with exactly what you value The COVID-19 pandemic has changed our lives in unprecedented ways. Many of us have been forced to stay at home more and adjust our spending habits. Some have even...

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Tuesday, August 18, 2020

Why you need to be careful not to start spending your payroll tax money: After negotiations for another stimulus bill stalled for two weeks, President Trump issued an executive order suspending the collection of Social Security payroll...

Monday, August 10, 2020

If you've been diligently saving for your retirement, you may often find yourself wondering when you can afford to set an official retirement date. The answer to this question can often depend on how much monthly or annual income your...

Tuesday, August 4, 2020

College savings tips – because the costs of college are not going down. As if the country needed another divisive topic, the debate about reopening schools this fall is splitting communities, educators and families. According to a...

Monday, July 27, 2020

It may be better to give than to receive, but it may be even better to give and see your generosity rewarded. Charitable giving can play a valuable role in your financial and tax strategies. A well-planned gift to charity could provide...

Wednesday, July 22, 2020

Today, many people find themselves inundated by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better than in...

Friday, July 10, 2020

It often seems as if summer lasts from Easter to Halloween. But we typically see the hottest of the hot days (the “dog days” of summer) in late July and August. And this raises some concern for keeping safe and cool....

Tuesday, July 7, 2020

Money matters are complex and even scary. How you choose to approach finances mentally is key to mastering them. Financial advisors call this “money mindfulness." And it’s a mentality that can be worked on while we’re spending more time...

Wednesday, July 1, 2020

After all of those years of saving, investing and planning it's finally time to retire. But what is it that those who successfully planned for the long term do to ensure their funds last for the duration of their retirement? We like to...

Tuesday, June 23, 2020

Tips for recognizing the telltale signs of an IRS scam and how to report it The Treasury Department and the Internal Revenue Service extended the federal income tax filing deadline from April 15, 2020, to July 15, 2020. That means that...

Monday, June 15, 2020

As hundreds of companies race to develop vaccines and drug therapies that could help end the COVID-19 pandemic, news reports on successful or failed trials affect individual stock prices and can trigger swings in the broader market...

Monday, June 8, 2020

Whether you manage a trust for someone else, are the beneficiary of a trust, or are thinking of creating a trust, you probably have some questions about the "best practices" of trust management. A well-managed trust can help preserve...

Monday, May 25, 2020

Should you worry about inflation, deflation, hyperinflation or stagflation? The coronavirus outbreak, which was first detected in China, has infected millions of people in hundreds of countries and has left global governments,...

Thursday, May 14, 2020

Tip: Nearly 70% of workers expect to work for pay in retirement, but only 26% of retirees actually have done so. Retirement can have many meanings. For some, it will be a time to travel and spend time with family members....

Friday, May 8, 2020

Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to enroll, what to enroll in and what coverage will be best for you can be daunting. To...

Monday, May 4, 2020

Any endeavor worth undertaking, especially one that may affect others, deserves our careful consideration before we begin. When contemplating charitable giving,...

Friday, February 28, 2020

The largest overhaul to retirement plans since 2006 is complicated The Setting Every Community Up for Retirement Enhancement Act of 2019 – the SECURE Act – passed the House of Representatives earlier this year and was...