September 14, 2018PlanningWork with a Fiduciary Adviser – It MattersIs your financial advisor required to act in your best interest? Find out what it means to be a fiduciary and if your financial advisor is one.
June 21, 2018PlanningApplying for Financial Aid? Some Tips & SuggestionsCollege is expensive. Asset ownership and how much income is earned matter. There are strategies you can use to potentially increase your award.
June 15, 2018PlanningSaving for College: Surveying Some OptionsAre you saving for a child's college education? What types of accounts can you use? What difference does it make? Are some options better than others?
May 16, 2018Personal FinanceFee Transparency: You May Be Paying More Than You Think!Fees matter. They can destroy investment returns. Paying higher fees does not necessarily translate into better returns. Know your options!
April 12, 2018Planning7 Questions Investors Should Ask Their AdvisorsTaxes play an important role in our finances. Here are 7 questions you can ask a financial professional related to your investments or financial plan.
March 20, 2018Personal FinanceHow Long Should You Keep Financial Documents?Are you overwhelmed by the amount of financial documents you receive. Would you like some guidance in how long to keep such documents?
February 24, 2018PlanningHealth Savings Accounts: An Often-Overlooked Tax BenefitDo you contribute to an HSA? Are you aware of the potential benefits it provides? HSAs can help you plan for healthcare expenses in retirement.
February 12, 2018Personal FinanceVOLATILITY: Finding YOUR “Why” During UncertaintyWhat motivates someone to work in a certain profession? Role models (both positive and negative) can play an important part.
February 6, 2018MarketsWhat’s up (or Down) with the Stock Market? Why Is It Tumbling?It's been a tough few days for investors. We do not know for sure why the market has tumbled or what may come next.
January 31, 2018PlanningPutting The Pieces Together: An Often-Overlooked Part of the Investing PuzzleA common real estate mantra is “location, location, location.” While many overlook it, location matters to investors, too. We help solve asset puzzles
January 20, 2018Personal FinanceManage Debt with No RegretDeciding how to allocate funds among debt paydown, saving for college, and building retirement savings - find out how to do it all.
January 10, 2018PlanningFinancial New Year’s Resolutions: How To Keep ThemNew Year’s Resolutions are made but rarely kept. We can help you create healthy financial habits that lead to better lifestyles.
December 27, 2017PlanningTax Planning Tips for Year-End and the New YearWhile, we typically pay even more attention to taxes as December 31st approaches, effective tax planning can be done on a year-round basis.
December 26, 2017PlanningYear-End Tax Planning and the New Tax BillAt we approach year end, it is our last chance to take actions to limit this year’s tax liability. Many deductions that will be gone on January 1st.
December 8, 2017MarketsAt Some Point, the Market Will Turn Lower – Will You Be Ready?In the words of John Mellencamp, “Someday, but I don’t know when” there will likely be a significant market downturn. Can you predict the market?
November 29, 2017Personal FinanceOverburdened with Credit Card Debt? A Personal StoryManaging Debt is Critical – Here’s How I Finally Managed Mine And how I began helping others with their personal finances
November 17, 2017Planning11 Tips On Filing For Financial Aid to Get Your Kids Through CollegeOver the next few months millions of parents or their children are expected to complete and file financial aid applications.
November 13, 2017InvestingLearn How to Avoid the Perils of Speculation And Be a Successful Investor Find out how you can eliminate the stress, costs, and risks that come with market timing and create a plan to achieve your goals.
October 31, 2017PlanningMake Choices That Leave You With Greater Wealth Curated information we believe can help you make smart decisions about your money.
October 20, 2017MarketsRecession Doesn’t Appear Imminent, but Investors Must Protect ThemselvesThe market seems indestructible. Investors should stay alert, even in a “Teflon” market.