Blog

It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...

What would you do with a windfall? It’s a question I’ve read or heard a lot lately. Considering the Mega Millions jackpot has now grown to $1.02 billion, it’s safe to say most of us have thought about what it would be...

With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be...

The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Securing a Strong...

With summer quickly approaching, you could be asking yourself which expenses are worth the investment when planning ahead for your vacations. Especially when it comes to travel insurance, you want to make sure you're not overpaying for...

Living trusts are created with a clearly defined objective: to avoid probate. Misconceptions about living trusts have spread to the point where people think trusts can accomplish much more than they are designed to. But if you are...

There's so much to learn about investing. One of the best ways to understand the industry is to study some of the great investors and purveyors of financial knowledge. Here, we share 11 quotes by philosophers, businesspeople, and...

It seems like when summertime hits, time slows down. The hustle and bustle of the holiday season is over, the taxes are complete and the vacation days are scheduled. If you find yourself with a bit of extra time on your hands in the...

Of all the financial strategies that many people have in place, an inheritance strategy is usually not one. Discussing estate planning amongst family members can be uncomfortable even with the best relationships, let alone discussing...

Celebrating Impactful Asian Americans Throughout HistoryMay is Asian American and Pacific Islander Heritage Month. America owes much to Asian American and Pacific Islander citizens. This year, we would like to recognize the leaders,...

Whether your retirement is years away or right around the corner, your investment portfolio should be designed with your financial goals in mind. It needs to be forward-thinking enough to handle the whims of the market but flexible...

Smart investors know that trying to time the market is often a losing game. Instead, you plan ahead and invest in such a way as to minimize risk and maximize your returns. Whether you're a seasoned investor or just getting started,...

In honor of Military Appreciation Month, we recognize those in the military as well as their families. Military members and their families face one-of-a-kind challenges, such as deployment to conflict zones, overseas assignments and...

If you have a balance on a credit card or an adjustable rate mortgage, you might be noticing changes in your payments. Higher interest rates are starting to ripple through the personal finance landscape, and it doesn't look like that...

Reaching retirement can feel like crossing the finish line at the end of a 30-, 40- or even 50-year-long marathon. Therefore, many of us look forward to the endless vacation days and the rest and relaxation of retirement. Although a...

They're calling it the Great Resignation. This unprecedented phenomenon is observing numerous Americans leave their jobs—some for greener pastures, others for extended periods, and still others, especially older Americans, for...

When we think about assets, we usually consider investments, retirement accounts, or real estate. But what about sports teams? Can sports teams be considered assets?In fact, major league sports teams are huge assets for mega investors...

When it comes to preparing your taxes, the idea of tax credits and tax deductions can be music to any taxpayer's ears. That's because both are used to lower the amount of taxes someone owes to the government. While they're both worth...

As you plan for retirement, it's exciting to think of all the things you'll have time to do, including traveling more, spending time with family, and even picking up a new hobby. However, in planning for retirement, you have to also...

The tax season is officially here. If you haven't already, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may reduce...

January Is National Financial Wellness MonthJanuary is Financial Wellness Month, a time to remind people to plan and update their financial strategy.It's a great time to connect with your financial professional to discuss your...

Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let's look at how these rollovers can happen and the pros and cons of making them.To...

A recent survey found that 23% of people were very confident about having enough money to live comfortably through their retirement years, but 33% were not confident.1 That's a third of the population that is unsure whether or not...

Whatever your reason for giving this year, it's important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both...

Open enrollment (the annual period when you can enroll in major medical health insurance plans), begins November 1, 2021, and will remain open until January 15, 2022. You will need to enroll by December 15, 2021 for coverage that...

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.One of the proposals Congress is considering sets the top rate for taxing...

If you've found yourself struggling financially recently or worried about spending, one way to start saving right now is by cutting back on reoccurring expenses - like grocery costs.Food is, of course, a necessity. The problem is, it's...

If you are employed by certain types of non-private organizations, you may have access to a few different types of retirement plans. The 403(b) plans are typically offered to those who work for public educational institutions, such as...

Women in the United States generally retire around the age of 66.1 And for some women, there can be significant planning challenges involved in preparing for a single retirement - meaning one without a partner or spouse to share the...