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Tuesday, November 23, 2021

Wise Decisions with Retirement in Mind Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of...

 

Sunday, October 24, 2021

The Need for Power of Attorney POAs and other advanced directives are becoming more important. The point of the POA. A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another person...

 

Tuesday, September 21, 2021

Annual Financial To-Do List Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving,...

 

Monday, August 23, 2021

The Wall of Worry You've got plenty of choices these days. Have you ever heard the Wall Street expression, "markets climb a wall of worry?" It's the idea that financial markets are constantly on edge. Traders fret about how long a...

 

Sunday, July 25, 2021

Measuring the Value of a Financial Professional Findings suggest that these relationships can make a difference for investors. What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of...

 

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Tuesday, June 1, 2021

What in the World Are NFTs? A Look at Non-Fungible Tokens. Non-fungible tokens, or NFTs, have been the recipient of the latest buzz. NFTs are digital files attached to blockchain codes. If you know anything about digital currencies,...

 

Monday, April 26, 2021

Inflation Boogeyman What to keep in mind as inflation fears rise. Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year. According to research by Deutsche Bank,...

 

Wednesday, March 24, 2021

Budgeting towards needs and goals. One of the objectives of creating a household budget is that, as time moves on and the various household members advance in their careers, they are likely to make more money. Knowing where that money...

 

Wednesday, January 30, 2019

With just some basic preparation, you and your financial planner could have your retirement fund trained to overcome obstacles with the grace of a champion pedigree. Is it possible to train your retirement plan? We think so. Maybe...

 

Tuesday, July 31, 2018

Limiting exposure of your personal information is the best way to protect yourself from fraud. The Federal Trade Commission estimates that as many as nine million Americans have their identities stolen each year. Many consumers...

 

Tuesday, June 5, 2018

The middle of each calendar year marks an excellent time to review the health of your current financial plan. Life events, taxes and market conditions can all dramatically affect your financial security. A review of your personal...

 

Wednesday, May 16, 2018

Every day throughout America, parents, adult children and spouses selflessly care for loved ones afflicted with illnesses, disabilities, traumatic injuries or the effects of aging. According to a study by the National Alliance for...

 

Tuesday, April 17, 2018

What is the difference between a 30% loss on $1,000,000 and a 30% loss on $100,000? Most folks would say $270,000. Working with many hundreds of clients over the past 20 years I would say the answer to that would be sleeping well vs....

 

Wednesday, March 28, 2018

Strategies for Volatile Markets It’s important to stay calm when the markets aren’t. Market volatility, especially dramatic sell-offs, are unsettling to most of us. Here are a few reassuring facts to help you keep a...

 

Monday, August 21, 2017

Withdrawing savings from an IRA is one option to pay for college tuition. But is it a good idea? Are you faced with the dilemma of having to save for your own retirement while at the same time trying to put money aside to fund your...

 

Monday, July 10, 2017

Retirement can mean the beginning of a new life. Here are a few common dangers to avoid. Retirement planning is a tricky process, one that requires careful planning and patience. But even if you have a retirement plan with a clear set...

 

Wednesday, June 14, 2017

With a little planning, your Individual Retirement Account (IRA) can help you take care of the ones you love - even after you're gone. Attachments Stretch IRA

 

Wednesday, May 24, 2017

When I was 20 years old and paying my way through college, I found delivering pizza was a great way to make a decent living. I always asked for the day shift on Friday and Saturday because it would be mostly deliveries to businesses...

 

Friday, May 5, 2017

While many counselors advise widowed individuals to wait a year before making major decisions like selling a house, a divorce often requires quick choices in the midst of turbulence. One of the more difficult decisions you may face is...

 

Thursday, May 4, 2017

Since most people going through a divorce are not experienced with the process and are battling difficult emotions at the time, financial mistakes are common. Here are some of the pitfalls frequently encountered. Not having enough cash...

 

Wednesday, May 3, 2017

Are you concerned about retirement income? If so, take heart, you are not alone. According to a Transamerica Center for Retirement Studies survey, the number one fear (43%) is Outliving Savings and Investments. A large part of my...

 

Tuesday, May 2, 2017

One of the most polarizing topics we discuss with clients is "When should I start collecting Social Security". It is also one of the most difficult questions for us to answer as an Advisor because the factors that weigh in the decision...

 

Monday, May 1, 2017

Socially Responsible Investing, also known as SRI, has been around for decades, but is only recently gaining in popularity. I myself became very interested in this area after my wife wanted to know what we were investing in for our...

 

Sunday, April 30, 2017

Over the past 10 years I have been on 500+ flights and traveled across the country more than I’d like to remember. While most people check flight status, weather and their gear before traveling, here are a few other pearls of...