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Thursday, June 1, 2023

Golfing and investing may not seem to share much common ground at first glance. But the more you think about it, a successful golfer and a successful investor share a number of traits such as patience, perseverance, attention to detail...

Thursday, June 1, 2023

Bask in some vitamin D—and get a workout in, too! Here are some advantages of going outside for exercise.IT’S CHALLENGING: Let’s face it, you don’t work out expecting it to be easy, you want a...

Thursday, June 1, 2023

Multigenerational travel can be a wonderful experience for the entire family. Children who do not get to spend much time with grandparents can enjoy one-on-one time with them, and participating in activities as a group can create...

Thursday, June 1, 2023

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little...

Wednesday, May 3, 2023

Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of year. Investors saw signs of such renewed hope in recent weeks, especially on...

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Monday, May 1, 2023

Money Milestones: 4 Financial Goals for Older IndividualsIf you saved for retirement for a while, you might look forward to a break from financial responsibility for the remaining portion of your life. But striving for economic...

Monday, May 1, 2023

A Path to Setting and Reaching Your 2023 GoalsWhat if you focused on your system instead of just your goals?Setting goals for a new year can feel overwhelming. We all know that resolutions don’t last, but we also feel the energy...

Monday, May 1, 2023

Protecting Your Loved Ones with LifeHow much life insurance do you need?Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and...

Monday, May 1, 2023

Estate Planning and 529 PlansWhen you contribute to a 529 plan, you'll not only help your child, grandchild, or other loved one pay for school, but you'll also remove money from your taxable estate. This will help you minimize your tax...

Monday, May 1, 2023

Pursue Financial Fitness Like You Do Your Physical FitnessIndividuals who exercise regularly and focus on better health, developing their bodies, stamina, and mental clarity understand what it encompasses. There are steps that people...

Wednesday, April 5, 2023

The financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy—and not to mention concerns over the durability of the banking system. The...

Wednesday, March 29, 2023

Most people know that once they approach retirement age, their reward for years of work comes from Social Security payments they put money towards during their employment. Deciding when to file for your Social Security payments is...

Monday, March 27, 2023

Targeted scams have become even more popular with the amount of personal information readily available on the internet. Social Security recipients are, unfortunately, targeted by some of the most sophisticated scam artists out there....

Friday, March 24, 2023

There are out-of-pockets, limitations and gaps that Medicare doesn’t cover Medicare is a federal health insurance program for individuals aged 65 or older and certain younger people with disabilities.And despite being a widely...

Wednesday, March 22, 2023

With so much going on in the world today—from a global pandemic through economic hardship—it comes as no surprise that many people have recently found themselves under heavy financial stress. Whether it is due to the loss...

Friday, March 17, 2023

The events of the past few days have many people asking questions about the health of the financial services companies they entrust with their money and investments. And to the extent that you may have similar questions, we want to...

Wednesday, March 1, 2023

Financial markets have experienced quite a bit of change this year in just two short months. We started the year hopeful that stocks would benefit from a better economic and monetary policy environment by the spring, but recent...

Monday, February 27, 2023

Are you one of the many American consumers currently asking yourself, “How can I better control my use of credit?” Consumer debt in the United States totals in the billions. Much of this debt belongs to consumers who use...

Friday, February 24, 2023

Everyone needs to clean-up their financial clutter at least once a year!Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into...

Wednesday, February 22, 2023

If you're thinking about working in retirement, you must consider a few things before making your decision. As you get older, the question of when to collect Social Security retirement benefits and how your monthly payment may be...

Monday, February 20, 2023

As more and more consumers search for financial information on the Internet, they may inadvertently leave themselves open to being “tracked” by certain companies and individuals. Visitors to financial websites have created...

Wednesday, February 1, 2023

When we look back on 2022, it’s easy to identify the challenges—but if we look closer, we can also uncover some opportunities.

Friday, January 27, 2023

As we age it can become difficult to manage an entire household—especially one with a lot of yard space or multiple floors. In some cases, it makes sense to consider an active adult community, which is not necessarily the same as...

Wednesday, January 25, 2023

You may have envisioned retirement as a second childhood—a time to relax, enjoy yourself, and devote your time to your favorite hobbies. Unfortunately, worry-free retirement is not the reality for some. Challenges from stock...

Monday, January 23, 2023

Regardless of whether business is booming and you are constantly busy, or times are slack and you are struggling to grow your business, it may seem as if the stress involved with running a business is never-ending. However, by...

Friday, January 20, 2023

What health care benefits are available in retirement?Health care in retirement is available from many sources. Government programs (such as Medicaid and Medicare) offer numerous health care benefits. However, you may need to purchase...

Wednesday, January 4, 2023

We wish you a happy New Year and hope you were able to close out 2022 with friends and family.The beginning of a calendar year is often the time when the previous year’s reflections transition to a new year’s hopes. Given...

Thursday, December 29, 2022

It’s difficult to please every person on a vacation. Some people enjoy spending their time at the beach, while others take a trip to historic hot spots.No matter your interests, there is a place in the US that is guaranteed to...

Tuesday, December 27, 2022

When you hear the term identity theft, the first thought that comes to mind may involve a data breach or opening a credit card in someone else's name. But another common type of identity theft involves the use of someone's Social...

Thursday, December 22, 2022

When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer...

Tuesday, December 20, 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. Below, we've listed some key...

Wednesday, December 7, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets...

Wednesday, November 30, 2022

If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans...

Wednesday, November 23, 2022

The average family spends an extra $1,000 or more during the holiday season. From gifts and travel to dinners, shows, and decorations, each purchase adds up.1 How might you take full advantage of holiday cheer while avoiding the...

Monday, November 21, 2022

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with...

Monday, November 21, 2022

If you struggle to find a gift for the person who has everything—or want to do your holiday shopping without having to leave the house—consider giving stock as a gift. Doing so is easier than you think, and it may offer a...

Thursday, November 10, 2022

Cranberry, stuffing, and turkey are true Thanksgiving Day staples. But, what happens when you mix all three ingredients together in a bite-sized meatball? A flavor explosion that is good enough to be enjoyed year-round!Ingredients1...

Thursday, November 10, 2022

One bite of these treats filled with the flavors of vanilla cookies, apple, and cinnamon, and your friends and family will be in apple pie paradise!Ingredients1 package Golden OREOS®8 ounces cream cheese, softened⅓ cup...

Thursday, November 3, 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:...

Wednesday, November 2, 2022

As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for existing retirees and those hoping to retire in the next few years. There are tax and income...

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. The downside pressure on equities had...

Friday, October 28, 2022

During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings...

Wednesday, October 26, 2022

The S&P 500 does best when one party controls Congress and the WH too The 2022 Midterm Elections will feature hundreds of hotly contested races at the state and local level and will decide whether the Democrats maintain...

Wednesday, October 5, 2022

The classic definition of a correction is a decline of 10% or more in a stock index. A bear market is a downturn of 20% or more in several broad market indexes, typically over a period of several months or longer.It's generally a...

Wednesday, October 5, 2022

First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian. Our thoughts are with those impacted by this devastating storm.This has clearly been a challenging year for households. Stocks and bonds are...

Tuesday, October 4, 2022

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. Do you have a will and powers of attorney for...

Thursday, September 29, 2022

Talking about long term care (LTC) can be challenging, and it can be especially difficult to know where to start. How you choose to broach the conversation may depend on your loved one’s personality, age, health status, cognitive...

Tuesday, September 27, 2022

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...

Wednesday, September 7, 2022

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

Friday, September 2, 2022

September is self-improvement month and a great time to work on your financial health. When you think of self-improvement, you likely think of your health or career but may pay little attention to your finances. Getting your financial...

Wednesday, August 31, 2022

Fall is in full swing, and for most families, so is a return to the school year routine. But for some kids, adjusting back to this schedule can be stressful—and can take a little longer than you’d like to find balance.But...

Monday, August 29, 2022

Balancing work and family is a highly personal endeavor, and there is no magic formula. It takes planning and resolve, and you'll need to make choices along the way that align with what's important to you. At one time, the typical...

Friday, August 26, 2022

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right...

Thursday, August 25, 2022

All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. And asset allocation and diversification alone cannot guarantee a profit or eliminate...

Saturday, August 13, 2022

Millennials face financial challenges that are unique to their generation. One of the first steps in overcoming them is to understand some basic financial concepts.With age comes responsibility, so if you're a young adult in your 20s...

Thursday, August 11, 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 life...

Monday, August 8, 2022

Though you won't be able to ride along in your child's suitcase, there are ways you can help him or her make the adjustment to college. You can start by talking with your child about certain subjects before he or she leaves for college...

Monday, August 8, 2022

Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of...

Thursday, July 28, 2022

Social isolation makes people more susceptible to illness and death.1 While retirement is a time for relaxation and enjoyment from a lifetime of work, it may lead to a lack of purpose if you have depended on work for...

Thursday, July 21, 2022

The "sandwich generation" is the descriptive term for adults generally between the ages of 40 and 59 who are raising a minor child (or supporting a grown child) while also caring for a retirement-age or older parent. With financial...

Monday, July 11, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

Wednesday, July 6, 2022

As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. However, the Fourth of July Independence Day holiday does bring with it reason for celebration. Not only is it the 246th...

Sunday, July 3, 2022

America’s Founding Fathers created the foundation of a nation like no other. Each had goals and dreams, many with high expectations of what the United States of America could become. For today’s citizens, it may be possible...

Monday, June 27, 2022

Thinking of a future without ourselves in it, is not the most pleasant of thoughts…however, it is necessary to do so for the financial future of your family. Life insurance may provide you with the opportunity to bequeath money...

Thursday, June 23, 2022

A regular program of disciplined financial practices can help you in the long-run Many people realize that the best way to stay in shape is to develop an appropriate fitness regimen and then stick with it. If you start a fitness...

Tuesday, June 14, 2022

A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close more than 20% below its January 3 record...

Monday, June 13, 2022

It’s important to be task driven at work, but your mental and physical well-being should never suffer because of your daily tasks. Here are some questions worth asking yourself during a work day.How are you fueling your body?A...

Wednesday, June 8, 2022

For first-time homebuyers and homeowners who are considering refinancing their current mortgages, trying to decide between a fixed or an adjustable rate mortgage (ARM) can be a bit puzzling. The future is relatively unpredictable, and...

Wednesday, June 1, 2022

The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends). From that January 3 closing high through the recent low on...

Thursday, May 26, 2022

Thursday, May 19, 2022

Thursday, May 12, 2022

Thursday, May 12, 2022

Wednesday, May 4, 2022

Thursday, April 28, 2022

Monday, April 25, 2022

Thursday, April 21, 2022

Monday, April 11, 2022

Thursday, April 7, 2022

Monday, March 28, 2022

Wednesday, March 23, 2022

Wednesday, March 16, 2022