Tuesday, September 12, 2023
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...
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Tuesday, September 5, 2023
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...
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Tuesday, August 22, 2023
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...
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Monday, August 7, 2023
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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Tuesday, August 1, 2023
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...
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Tuesday, July 25, 2023
The 6 Biggest Mistakes DIY Investors Make and How to Avoid ThemBodyIntroductionOver 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,...
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Tuesday, July 11, 2023
How the SECURE 2.0 Act Changed 529 PlansBodyChanges 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...
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Thursday, July 6, 2023
Health Savings Accounts: Pros, Cons, and Retirement ConsiderationsBodyWhat 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...
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Thursday, June 22, 2023
Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones....
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Tuesday, June 20, 2023
Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.The Dow Jones Industrial Average rose 1.25%,...
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