Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, 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.

Monday, April 8, 2024

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens.

Wednesday, March 13, 2024

The real rate of return is an important personal finance concept to understand.

Friday, February 9, 2024

Tax preparation may be the only time of year many households gather all their financial information in one place. That makes it a perfect time to take a critical look at how much money is coming in and where it’s all going. In other words,

Friday, December 29, 2023

Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups, and no smoking or excessive alcohol. Yet, despite this knowledge, changing existing behaviors can be difficult.

Wednesday, November 29, 2023

The holidays are upon us which means the inevitable increased spending on gifts, travel and festive activities.

Show All

Tuesday, October 31, 2023

Year-End Charitable Gifting and You Are you making charitable donations at year's end? If so, you should know about some of the financial "fine print" involved, as the right moves could potentially bring more of a benefit to both you...

Friday, September 29, 2023

As you head into Halloween, we thought it would be fun to share with you some history about how the most common traditions we know today likely originated. Ever wonder where the traditions of Jack-o-Lanterns, trick-or-treating and...

Thursday, August 31, 2023

Work can be overwhelming, with the stress of a job overlapping into everyday life. It’s easy to feel pressured into making your job your everything. The good news is, creating a more conducive work-life balance can benefit your well-being.

Monday, July 31, 2023

The U.S. Department of Agriculture estimates the cost of raising a child to the age of 17 for a middle-income family will be about $285,000. That's approaching the median value of a new home in the U.S.

Thursday, July 6, 2023

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime “Travel is the only thing you buy that makes you richer.”¹ – Unknown If travel for you is less about escaping life and more about living it, then consider these vacation ideas:

Thursday, June 1, 2023

Summer’s here, and the time is right for fun in the sun (or shade). Like many of us, you’re probably looking forward to an extended getaway or family trip. But summer also means planning for hot weather, which...

Tuesday, April 4, 2023

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor.

Tuesday, February 28, 2023

The time is here again! Twice a year, we adjust our clocks and disrupt sleeping patterns, work schedules, and the balance of our day.

Friday, January 27, 2023

Welcome to February! Despite being the shortest month of the year, February often seems to last forever, with limited daylight and a lingering chill in the air.

Tuesday, January 3, 2023

Find That Lost Retirement AccountDo you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts...

Monday, December 5, 2022

Ten easy ways to winterize your home to lower your utility bills and protect your most significant investment. Hopefully, a few hours of work now can help you save all winter long.

Tuesday, November 1, 2022


Thursday, October 6, 2022

With this frightful day fast approaching, here are some fun facts and stats that are sure to please even the most realistically costumed trivia trolls.

Tuesday, September 6, 2022

What the NFL can teach us about the importance of tenacity, hard work, and staying focused on goals!

Thursday, August 4, 2022

Despite progress toward financial planning and saving, women often face challenges regarding their financial security.

Tuesday, July 19, 2022

understanding how inflation is reported and how it can affect investments.

Monday, June 13, 2022

The markets include a certain amount of volatility, and keeping those market swings in perspective is important.

Monday, May 2, 2022

Understanding what “volatility” means in the financial markets is crucial to withstanding times of market movements.

Monday, February 28, 2022

Friday, February 11, 2022

Are taxes one of your biggest budget items? Take steps to make sure you’re managing your overall tax bill.

Monday, January 3, 2022

Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups and no smoking or excessive alcohol. Changing existing behaviors can be difficult

Wednesday, November 24, 2021

TAX DEDUCTIONS YOU WON'T BELIEVE While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity. Here are some examples of deductions from the...

Thursday, October 28, 2021

Wouldn’t it be nice if the stock market didn’t have such violent swings in either direction? Especially the dramatic downward plunges - we’d ALL like to avoid those! But the reality is, the markets include a certain...

Thursday, September 30, 2021

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...

Wednesday, August 25, 2021

We hope this email finds you and your family safe and healthy. There are many questions regarding COVID-19 surrounding how to stay safe, when we can expect to get back to normal life and short- and long-term economic impact of the...

Wednesday, August 4, 2021

Educational attainment is a bedrock of the American Dream. We all want our kids to do better than us, and we’ll do anything to help them achieve that! There are dreams, and then there’s reality: college costs have exploded...

Monday, June 28, 2021

When meeting with clients to determine the most efficient ways to maximize retirement savings, it’s not unusual for me to come across debt in a portfolio which prompts the million dollar client question, “Is it better to...

Monday, May 24, 2021

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...

Wednesday, April 28, 2021

INFLATION & YOUR MONEY “If the current annual inflation rate is only 1.4 percent,1 why do my bills seem like they're 10 percent higher than last year?” Many of us ask ourselves that question, and it illustrates the...

Thursday, April 1, 2021

CARING FOR AGING PARENTS Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 60 is growing. The United Nations estimates that by 2050 the number of people aged 60 and older will have more...

Friday, March 19, 2021

HOW INCOME TAXES WORK The Internal Revenue Service estimates that taxpayers and businesses spend 8.1 billion hours a year complying with tax-filing requirements. To put this into perspective, if all this work were done by a single...

Thursday, February 4, 2021

EIGHT MISTAKES THAT CAN UPEND YOUR RETIREMENT Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes,...

Thursday, January 7, 2021

“DIRTY DOZEN” TAX SCAMS TO WATCH FOR Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ THE “DIRTY...

Friday, December 4, 2020

RETIREMENT REALITIES EXPECTATIONS VS. REALITY Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time. In fact, few retirees find their financial...

Friday, November 6, 2020

9 FACTS ABOUT RETIREMENT Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of...

Wednesday, October 7, 2020

PULLBACKS, CORRECTIONS, AND BEAR MARKETS The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower....

Friday, September 4, 2020

REBALANCING YOUR PORTFOLIO Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a...

Friday, August 7, 2020

YOUR EMERGENCY FUND: HOW MUCH IS ENOUGH? Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as...

Monday, July 13, 2020

RETIREMENT TRADITIONAL VS. ROTH IRA Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are...

Monday, June 15, 2020

MUTUAL FUNDS VS. ETFS The growth of exchange-traded funds (ETFs) has been explosive. In 1998, there were only 29; at the end of 2018, there were over 1,900 investing in a wide range of stocks, bonds, and other securities and...

Friday, May 8, 2020

HEALTHCARE COSTS IN RETIREMENT Tip: Medicare beneficiaries spent an average of $5,503 out of pocket on healthcare in 2013, the most recent year for which figures are available. That includes premiums and costs for things like dental...

Wednesday, April 1, 2020

THE SECURE ACT The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to...

Thursday, February 13, 2020

SIX MOST OVERLOOKED TAX DEDUCTIONS Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible....

Wednesday, November 27, 2019

FINANCIAL AID FOR STUDENTS 101 Preparing for college while still in high school can be difficult for even the most academically minded student. These days, you need to excel in the classroom, make sure you’re involved in...

Monday, October 14, 2019

EIGHT MISTAKES THAT CAN UPEND YOUR RETIREMENT Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes,...

Wednesday, August 21, 2019

BEST PERFORMING ASSET CLASSES -Which one to choose cash, bonds or stocks?

Sunday, July 14, 2019

A DECISION NOT MADE IS STILL A DECISION Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision...