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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.

 

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...

 

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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...