February 14, 2023
To make sure everyone is fully protected in case something happens to you, you need an estate plan. This year, show everyone you care by making sure your plan is fully updated. Check out our tips:
Articles
February 10, 2023
We're still in the early months of 2023, and the last thing on your mind is filing your taxes. But if you start assembling documents and information now, you’ll experience less stress and be in a f...
January 31, 2023
Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax fili...
January 27, 2023
If you're looking to retire in the new year or just beginning to explore the idea, you're probably wondering how to make it happen. Here are five of the biggest steps to developing a solid retireme...
January 20, 2023
Though the New Year may bring with it a new opportunity to set and achieve financial goals, the thought of making changes to your lifestyle may be overwhelming. Here are steps to take to potentiall...
January 13, 2023
January is Financial Wellness Month and a great time to take control of your money before it controls you. How can you start your financial wellness journey? Here are our tips:
January 6, 2023
Are you looking for ways to improve your fiscal health this year? Work on a resolution each month in whatever order works for you, and by the end of the year, you may feel a lot happier about your ...
December 30, 2022
The end of the year is the perfect time to take stock of your investments, evaluating what worked, what didn’t, and what you might do better next year. Here are four key opportunities to consider t...
December 27, 2022
If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, ask yourself these 10 questions to help review your investment plans:
December 16, 2022
If you struggle to find a gift for the person who has everything, consider giving stock as a gift. Doing so is easier than you think, and it may offer a few benefits for you as well. Learn more:
December 6, 2022
Learn how the readjustments in the economy and markets may impact you in the coming year.
November 29, 2022
#GivingTuesday is a day to extend the goodwill that the holiday season may bring to help others. Here is a list of things to think about as you consider your year-end charitable donations:
November 18, 2022
2022 deadlines are approaching for many tax strategies and for making contributions to tax-advantaged accounts such as IRAs and 401k retirement accounts. Take a look at our checklist to help you mi...
November 8, 2022
You might be thinking about retiring, but how do you know when you are really ready for it, mentally and financially? Answer these five questions to find out how, when and if you should retire:
November 4, 2022
As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In our year-end planning guide, we examine four critical areas to conside...
November 3, 2022
For many of us, a new year is an opportunity for fresh starts, but some things—like tax contributions and retirement deadlines—don't change much, if at all. Here are several things you'll want to a...
October 28, 2022
Those turning 65 this year have a 7 in 10 chance of needing long-term care at some point. It is important to start thinking about the effect that paying for LTC may have on you or your spouse and o...
October 26, 2022
For many individuals who hope to leave a legacy for their loved ones, estate planning may take on new importance. Here are two estate planning tips every high-net-worth individual should consider:
October 25, 2022
For those approaching the age of 65, Medicare can be confusing. Our guide addresses your questions about Medicare and how you might deal with coverage gaps:
October 21, 2022
Are you cybersecurity safe? With remote work increasing threats to business and personal information, you can help protect yourself with these five simple tasks:
October 14, 2022
Financial Planning Month serves as a great reminder to revisit your financial plan. Perhaps you want to buy a house, save for your child’s education, or retire early. Regardless of what your goals ...
September 27, 2022
One of the main concerns about retirement is health care. Though navigating Medicare is a little tricky, the following tips can make the process less daunting. Learn more:
February 10, 2022
Today, many people are concerned about saving for retirement or paying for a child's college education. If you belong to this group, now may be the time to organize your finances. Here are some st...
July 29, 2021
Whether you're enrolling in the Medicare program for the first time or have been a Medicare enrollee for years, it's important to stay on top of current offerings, costs, and enrollment dates so th...
July 22, 2021
In April, the White House released a fact sheet for the American Families Plan, which proposes about $1 trillion in investments and $800 billion in tax cuts. There would also be tax increases for...
June 17, 2021
Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic may be able to avoid financially material impacts. Learn more:
June 9, 2021
Graduation from college is an exciting time for many, but can signal the start of student loan repayment. Here are some of our tips to help you create your repayment process:
June 3, 2021
After one of the worst starts to a year for fixed income, returns may not get better from here. Long-term interest rates have traded sideways but we expect rates to potentially rise further, which ...
June 2, 2021
It's normal to feel a little uncertainty during periods of market turbulence, but I recommend making proactive decisions now when it comes to your retirement portfolio. Here are five things to con...
May 28, 2021
One way to help save for a grandchild's education is by contributing money to a 529 savings account. What should grandparents know about 529 college savings accounts? Learn more:
May 20, 2021
Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Here are a few simple tips that will help you to stay on track and committed to your...
May 18, 2021
The economic recovery continues, as the recipe of vaccines, the reopening, & record stimulus all have combined to produce what should be one of the best years for growth ever. Here's why inflation...
May 12, 2021
Think you know retirement? Take our 5 question quiz to see if you really know the retirement rules:
May 11, 2021
Inflation and taxes could rise. Are you ready for retirement? In any market, investors must always consider the five risks that can sideline their financial future:
May 6, 2021
Sell in May and go away is probably the most widely cited stock market cliché in history. This week we tackle this commonly cited seasonal pattern and why some seasonal weakness could make sense i...
May 2, 2021
Why buy life insurance? Life insurance can serve an important purpose within a financial plan. Learn if you should consider buying a plan:
April 27, 2021
As a physician, you've devoted a lot of time to educating yourself, building a career, and it can be easy to overlook your finances. Here's why you need a professional that understands your industry:
April 26, 2021
Many people may enter adulthood without having all the tools they need to make informed and effective financial decisions. Learn more about some simple things you can do to help increase your fina...
April 23, 2021
Were you fully invested from the stock market bottom or did you try to time the ups and downs of the market over the past year? If you tried to time the market, here's why the likelihood of you do...
April 23, 2021
As your retirement draws closer, you will probably start to have lots of questions regarding Social Security benefits. There are a few factors that everyone should keep in mind when you begin maki...
April 20, 2021
While optimism surrounding the reopening is certainly understandable, this week we take a look to see if sentiment is flashing a near-term contrarian warning sign for stocks. Learn more: