Blog

What should you know about the Secure Act 2.0 that may impact you and your financial and retirement goals?

In the spirit of making predictions that will actually come true, we share the Top 5 for 2023 – delivered in order of certainty.

Over the past several years, the performance of international markets have trailed the markets here in the United States. Here are some thoughts for you to think about as you consider markets outside our borders.

Insurance is a great way to protect yourself and your loved ones from high or unexpected costs. There are several different types of policies that you can purchase; here’s a closer look at how you can benefit from having insurance.

The end of the year is the ideal time to stop and consider issues that may affect your financial future. Use our year-end guide to address tax, estate and insurance planning and other topics.

Many nearing retirement fail to consider their future tax burden. While you'll likely see a reduction in taxes owed, you need to plan ahead to minimize your tax bill from the IRS. Read more for strategies for retirement tax planning.

Taxes are inevitable. But why pay more than you have to? The trick to minimizing your federal income tax liability is to understand the rules and make the most of your tax planning opportunities. Here are some tips to follow.

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:...

A Philosophical QuestionEvery consumer likes a good bargain, particularly value investors, who seek out stocks trading for less than their intrinsic value. By choosing companies the market has undervalued, or investing in mutual funds...

Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them...

1.  What is long-term care?Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care:Skilled care: Generally...

Understanding your style of investing is an important step – especially today. Are you a Growth investor or a Value investor? Or do you prefer a mix of the two?Understanding your style of investing is an important step in deciding...

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility —...

With the wide variety of stocks in the market, figuring out which ones you want to invest in can be a challenging task. Many investors feel it's useful to have a system for finding stocks that might be worth buying, deciding what price...

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...

If you sometimes feel like your financial life has too many moving parts, you may be looking for ways to get back to the basics—without letting anything slip through the cracks. Fortunately, simplifying your finances does not...

A life insurance policy is part of financial planning. Life insurance is there to help ease the financial trauma that comes with the loss of a spouse, parent, or partner. As you encounter different events in your life, you may need to...

The Stock Market has been trying to teach these lessons forever….The real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons...

Whether you dream of a travel-filled retirement or would prefer to relax and enjoy spending more time at home, you are probably wondering what you might consider to make your golden years as stress-free as possible.For those who spent...

The Federal Reserve recently released data showing the average retirement savings by age in the U.S. for 2019 to 2020—and the results may surprise you.The savers with the highest average balance are those ages 55 to 64, with an...

If you find yourself wavering back and forth on whether it's worth involving a financial professional for tax, retirement, or investment advice, consider this:A financial professional may be able to help defend you against crime and...