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Tuesday, November 29, 2022

A list of things to consider as you think about year-end charitable donations With its family traditions and festive celebrations, the holiday season is the most wonderful time of the year. And according to, the...

Tuesday, November 15, 2022

Whether you're a veteran or just starting out in the military, planning and preparing your estate is of vital importance. Why is estate planning so critical?Because, at your death, you leave behind the people you love and all your...

Wednesday, November 2, 2022

October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month.

Wednesday, November 2, 2022

Black Friday and Cyber Monday are two of the greatest days to score deals for holiday shopping. Unfortunately, with amazing deals plentiful, some scammers use these days to take advantage of shoppers looking for the greatest bargains...

Wednesday, November 2, 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 this year-end planning guide, we examine four critical areas to consider that may affect your finances:...

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Tuesday, October 25, 2022

With the cost of long-term care (LTC) increasing year over year, considering how the costs of long-term LTC will impact your financial plan is essential. According to insurance company Genworth, the price of LTC services increased...

Tuesday, October 18, 2022

With a few simple actions, you can ensure your estate planning is effectiveWhether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you...

Tuesday, October 11, 2022

You don't need to wait until the end of the year to look for ways to minimize your tax liability. Tax planning should take place throughout the year to have you prepared well ahead of tax season. Here are six ways to minimize your tax...

Wednesday, October 5, 2022

We understand how difficult it is to stay invested during these bouts of market volatility. But markets have already priced in a lot of bad news, and I think we are closer to the end of this negative cycle than the beginning.

Tuesday, October 4, 2022

No matter where you are in life, you may have at least a few financial goals. Perhaps you want to buy a house, save for your child’s college education, or retire early. Regardless of what your goals are, financial planning can...

Tuesday, September 27, 2022

When investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again — diversification and asset allocation.Diversification helps limit exposure to loss in any one investment or...

Tuesday, September 20, 2022

When it comes to investing, having fewer investments might help streamline your portfolio to manage stress better. Here are some benefits of a simple portfolio and some ways to help you create one.The Benefits of SimplicityUnless you...

Tuesday, September 13, 2022

Matching your tolerance for risk with your investment objectivesEveryone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk (but like...

Wednesday, September 7, 2022

When it comes to stock market performance, August was “the best of times, and the worst of times.”

Tuesday, September 6, 2022

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a...

Tuesday, August 30, 2022

If you're new to investing, you may encounter some unfamiliar jargon. Understanding the following terms may help you become a more confident investor.PortfolioAn investment portfolio is a collection of investments owned by an...

Tuesday, August 23, 2022

When it comes to creating your own monthly budget, sometimes planning is easier than the practice. Keeping track of finances can be tricky, but, with a few guidelines and time, you can take charge of your bank account once and for all...

Thursday, August 18, 2022

Why do so many people never obtain the financial independence that they desire? Often it's because they just don't take that first step — getting started. Besides procrastination, other excuses people make are that investing is...

Tuesday, August 9, 2022

 In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial...

Wednesday, August 3, 2022

Last week was epic for market-watchers. A Fed rate hike, a much-anticipated GDP report, and the busiest week of earnings season got most of the headlines.

Tuesday, July 26, 2022

The need for regular saving and investing spans many life stages. Through the years, your goals will change and your strategies will shift, but don’t be alarmed. You’re just progressing through the normal stages of life,...

Tuesday, July 19, 2022

Working towards financial independence can often be a lifelong process. But for many, financial freedom may come far sooner—and include some fun along the way. What are the differences between financial independence and financial...

Thursday, July 14, 2022

Like many people, you may associate Social Security retirement benefits with a key part of their name: retirement. However, you may continue working while drawing Social Security retirement or survivor's benefits, and in many cases,...

Thursday, July 7, 2022

Both stock and bond markets have been challenging this year, but it’s important to focus on what this tends to mean looking forward.

Tuesday, July 5, 2022

For many who are decades away from leaving the workforce, retirement may seem like an abstract concept. But once you've entered your late fifties—like the youngest Baby Boomers, turning 57 in 2021—retirement may begin to...

Tuesday, June 28, 2022

Thursday, June 23, 2022

Wednesday, June 15, 2022

Wednesday, June 1, 2022

While we wait uncomfortably to see if the S&P 500 can hold its recent lows, it is somewhat reassuring to know that bear markets that are not accompanied by recessions tend to be milder.

Wednesday, June 1, 2022

College is expensive for many people. The average tuition and fees at a college or university for the 2019 to 2020 academic year at a four-year institution was $9,4001. This may include the cost of tuition, books, and housing. For some...

Friday, May 27, 2022

Sunday, May 22, 2022

Wednesday, May 4, 2022

As we move into spring and leave behind the last signs of a long winter, many worries from a chilly start to the year for markets, unfortunately, are still with us.

Wednesday, May 4, 2022

Monday, April 25, 2022

Sunday, April 24, 2022

Sunday, April 17, 2022

Sunday, April 10, 2022

Saturday, April 2, 2022

Tuesday, March 29, 2022

Tuesday, March 22, 2022

Tuesday, March 8, 2022

Tuesday, March 1, 2022

Tuesday, February 22, 2022

Tuesday, February 15, 2022

Tuesday, February 8, 2022

Tuesday, February 1, 2022

Tuesday, January 25, 2022

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 filing date.

Tuesday, January 18, 2022

Tuesday, January 11, 2022

Tuesday, January 4, 2022

Tuesday, December 28, 2021

A well-crafted business plan can be a blueprint for entrepreneurial confidence. This multifaceted tool is as important to established business owners looking to grow their companies as it is to budding entrepreneurs. A business plan...

Tuesday, December 21, 2021

With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to...

Tuesday, December 14, 2021

Responsible investing is widely understood as the integration of environmental, social and governance factors – hence the ESG acronym – into investment processes and decision-making. ESG factors cover a wide spectrum of...

Tuesday, December 7, 2021

You probably spend more time planning your holiday gathering than preparing for your golden years. As a result, you make basic mistakes in trying to fund your retirement. Here are a few of the top mistakes people make to screw up this...

Monday, November 29, 2021

A well-structured estate plan can be invaluable to you and your family It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death. In addition, many people may believe that...

Tuesday, November 23, 2021

American Express created Small Business Saturday in 2010 to provide small businesses with a holiday season boost on the heels of Black Friday. The day comes after one of the biggest shopping sales events and serves as a reminder to...

Tuesday, November 16, 2021

Members of the military have a lot of special financial challenges that most people don't encounter. However, they have access to many benefits, tax breaks and legal protections that can make a huge difference in their families'...

Thursday, October 28, 2021

Today, many people find themselves bombarded by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better now...