Blog
Don't Get Hooked: A Guide to Recognizing and Avoiding Phishing
As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...
Read MoreMoney Tips for Parents Sending Children Off to College
You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...
Read MoreThe 6 Biggest Mistakes DIY Investors Make and How to Avoid Them
Introduction Over the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost...
Read MoreHealth Savings Accounts: Pros, Cons, and Retirement Considerations
What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover only a portion of the cost. If you're well past the braces...
Read MoreTop 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)
Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...
Read MoreShow All
Navigating the Costs of Senior Care: Tips for Preparing for Long-Term Care
Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...
Read MoreLiving Trusts: Understanding the Basics and Key Considerations
Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...
Read MoreTrying to Time a Recession?
Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...
Read MoreTips for Raising Financially Literate Children
Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only 28 percent of parents speak to their...
Read MoreQuestions to Ask Your Tax Accountant This Tax Season
We hope this finds you and your family well and that 2023 has had a great start for you. For many of us, the arrival of a new year has its traditions: making resolutions, taking down holiday décor, returning to routines, and...
Read MoreWhat Is the Sequence-of-Return Risk and How Can Retirees Mitigate Its Effects?
With the possibility of a recession looming, it's natural for those nearing or in retirement to have concerns over their long-term strategies. After decades of accumulating a portfolio, the last thing retirees want is for a market...
Read MoreGetting Ahead of Your Tax Preparations
We know the year has just begun, but it's not too soon to start thinking about April 15th. Here are a few steps you can take now that may help make tax time less stressful.View your Internal Revenue Service account information online...
Read MoreNew Retirement Contribution Limits for 2023
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...
Read MoreTruths About Life Insurance That Will Inspire You to Get Coverage
Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy...
Read More10 Mistakes That Can Derail Your Financial Strategy
10 Mistakes That Can Derail Your Financial Strategy
Read More