Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, August 3, 2022

How to Maximize Your Earning Potential - Career goals give purpose and direction to your professional development. They also can help you build the wealth you will need to improve your lifestyle and provide for a comfortable retirement.

Wednesday, July 20, 2022

It’s Never Too Late to Start Saving for Retirement. Even if your retirement savings feel a bit light, there’s no reason for gloom and doom. You can take steps right now to help put your savings back on track.

Wednesday, July 13, 2022

Looking for Some New Family Fun Options? Are you having a hard time coming up with new ways to spend a free day together that everyone can get excited about? Here are some ideas for family adventures you can have in a single day...

Wednesday, July 6, 2022

It’s essential to revisit your will, and indeed your entire estate plan, every three to five years and after significant life events. Failure to do so could easily lead to undesirable outcomes.

Thursday, June 30, 2022

Get Your Goals Back on Track with some Mid-Year Resolutions - The middle of the year is a perfect opportunity to set goals (or to revisit the goals you set at the beginning of the year). Get out of the rut of routine and give yourself a...

Show All

Wednesday, June 22, 2022

Managing your money is central to meeting your financial goals. The problem is many folks have hectic lives that leave them short on time. A few simple tips can streamline your money management process.

Wednesday, June 8, 2022

Financial planning addresses a person’s current circumstances and long-term wealth objectives, along with ways to work toward those objectives. Learn what a financial plan contains and why it can be important.

Wednesday, May 25, 2022

Get a Handle on Your Finances Before You Leave College. As graduation approaches, it’s time to start thinking about your finances for the day after they hand you a diploma.

Friday, May 13, 2022

2022 has been a challenging year for investors so far. The S&P 500 Index just had one of its worst Aprils in decades, and May is off to a rocky start. Bond investors have not fared much better as rising interest rates have pushed down.....

Wednesday, May 11, 2022

Here are some positive tips to help parents teach their children about responsibly using money to help achieve their goals. Only 17 states require high school students take a personal finance class.

Wednesday, April 20, 2022

Determining How Much Life Insurance You Need. You should consider having sufficient life insurance to realistically support your family’s lifestyle without spending too much on insurance premiums. Should the worst happen, the...

Wednesday, March 30, 2022

A Financial Professional Can Help Determine Your Risk Tolerance Risk tolerance is a measure of the amount of market risk you are willing to assume. That is, it expresses how sensitive you are to the markets’ ups and downs....

Tuesday, March 1, 2022

Purchasing your first home is a tremendous financial commitment. There are a number of factors to consider before signing off on that long-term mortgage. So, you’re looking to purchase your first home. Congratulations! It’s...

Tuesday, February 22, 2022

Retirement Leaves You with a Finite Amount of Money. Be Smart and Make a Plan. It requires preparation and discipline to live within your means during retirement. You would be wise to plan out your retirement expenses and income so...

Wednesday, February 9, 2022

Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough funds to your retirement account.With folks routinely...

Tuesday, January 18, 2022

Even in the best of times, life is constantly changing. New jobs, marriage, kids, your first home – all require a fresh look at your financial plans. During uncertain periods, an annual review with a financial planner becomes...

Tuesday, January 4, 2022

Small Steps You Can Take to Save for Retirement Saving for retirement can seem impossible when you are saddled with so many daily expenses: student loans, mortgage/rent, car payments, childcare, and more. But there is nothing wrong...

Tuesday, December 28, 2021

Preparing for retirement just got a little more financial wiggle room. For workplace retirement accounts (i.e. 401(k), 403(b), amongst others), the contribution limit rises $1,000 to $20,500.

Wednesday, December 8, 2021

A fresh approach to spending can help put some sizzle in your retirement savings. Despite all the budgeting and cash flow tracking apps available, many people still struggle to manage their spending habits on a daily basis. What if...

Wednesday, November 17, 2021

Teaching your children to be financially responsible is one of life’s critical lessons. As your children mature, you will have many opportunities to teach them about good financial management, from kindergarten to adulthood....

Wednesday, October 27, 2021

Unless you have accumulated substantial wealth where money is not a concern, you face a critical task when you reach retirement to make sure that your assets will support you through your lifetime. When you retire and no longer earn an...

Wednesday, October 6, 2021

Buying low or selling high is a prudent strategy for most investors, an effort to maximize returns. But buying lowest or selling highest is an elusive strategy, one that is difficult to execute and that may lead to lower returns and...

Wednesday, September 29, 2021

The Roth 401(k) has become an attractive investment account, with investors attracted to their qualified tax-free withdrawals and contributions which receive after-tax treatment. But like other 401(k) plans, the Roth 401(k) carries...

Tuesday, September 21, 2021

Discussing the importance of owning life insurance can be a sensitive topic — after all, few people like to talk about death. However, if others depend on your support, or if you have substantial assets that you wish to transfer...

Wednesday, September 1, 2021

It’s time for your life insurance checkup.September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1If you don’t have any life insurance, you’re not alone. Life...

Wednesday, August 11, 2021

You’re never too young to begin building an investment portfolio. There’s a simple word that has profound implications for savings and investing: compounding. Like a snowball that grows as it rolls down a hill, compounding...

Saturday, July 10, 2021

There’s a subjective uncertainty associated with financial wellness. Are you financially fit? And if so, how fit are you? While there is no clearly defined threshold for answering affirmatively, much less grading your level of...

Tuesday, June 15, 2021

Identity theft is a growing concern that impacts millions of Americans every year. According to a recent study1, more than 14 million Americans fell victim to online theft in 2018, with 23% of of those incurring unreimbursed personal...

Tuesday, May 11, 2021

Life changes quickly; that’s why it’s important to periodically evaluate your financial and life insurance needs. When was the last time you looked at your life insurance policies? How long ago were they purchased? Have...

Tuesday, April 6, 2021

In the past, boomers and generation Xers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives. The Great Recession changed this for many. Now, people have become...

Tuesday, March 9, 2021

At this time last year, it was still unknown that a deadly global pandemic was on the rise, eventually stalling economic growth and sending crude oil prices into negative territory. But recently, oil prices have surged, with crude...

Tuesday, March 2, 2021

The acronym “SPAC” is showing up more often these days because there is some big money behind the revitalized investment approach.SPAC stands for Special Purpose Acquisition Company, and they are sometimes referred to as...

Tuesday, February 23, 2021

Individual retirement accounts (IRAs) are one of the most common assets people rely on to save and invest for retirement. In fact, more than a third of households in America own an IRA. If you’re thinking of opening an IRA for...

Friday, January 22, 2021

Credit card debt can be an all-consuming matter that should be addressed sooner, rather than later in life. This article outlines steps to get started. As of 2020, the average credit card balance has reached over $6,200. It is not...

Tuesday, December 22, 2020

Just as to-do lists can be a key part of planning, do-not-do lists can be helpful reminders to avoid mistakes that others have made. 1. Impulse investing. Avoid investing based on a whim or a tip. Don’t invest a certain way just...

Wednesday, December 9, 2020

Only about 23% of American workers say they are "very confident" they will have enough money to live comfortably throughout retirement.1 To help reduce such uncertainty in your life, consider these five common investment pitfalls --...

Tuesday, November 24, 2020

As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you...

Wednesday, November 4, 2020

When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type -- and the potential return associated with your retirement portfolio -- can help you...

Wednesday, October 14, 2020

According to the Identity Theft Resource Center, the annual number of records exposed rose 126% in 2018, even while the annual number of data breaches fell by 23%. The business sector experienced 46% of the data breaches in 2018,...