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In your retirement strategy, you’ve likely put a good deal of thought into putting away enough money to enjoy your life, once you’ve put the daily grind in the rearview mirror. Like many, you’ve probably planned for...

Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions (RMDs) from traditional IRAs and 401(k)s. There...

Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try...

Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions (RMDs) from traditional IRAs and 401(k)s. There...

Stock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal-spending measure.The Dow Jones Industrial Average gained 1.81%, while the Standard...

Working Hard but Looking Forward to the Next Stage in Life? You’re at that age when you find yourself thinking more and more about retirement. It’s really not that far away. Your kids are planning their careers and...

What Determines Car Insurance Rates?Driver history is just one factor; there are many others. Your auto insurance premium is based on more than your driving history. The amount you pay for auto insurance is determined by a complicated...

Before You Claim Social SecurityA few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual...

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...

In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger...

As Americans adjust their spending habits in a rapidly changing economy, they are building cash reserves at an unprecedented rate.The Bureau of Economic Analysis reported on May 29th that the personal savings rate hit a historic 33%...

Before You Claim Social SecurityA few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual...

Your appointment is coming up! Hi there!We’re looking forward to seeing you for your appointment, which is coming up soon. Every meeting is a chance for us to learn more about your goals, and find ways to support you as you...

Americans who have been adversely affected by the COVID-19 pandemic may now be able to access retirement accounts to help cover daily expenses, penalty-free.Now, in addition to those who have lost their jobs during the COVID-19...

Americans who have been adversely affected by the COVID-19 pandemic may now be able to access retirement accounts to help cover daily expenses, penalty-free.Now, in addition to those who have lost their jobs during the COVID-19...

Pullbacks, Corrections, and Bear MarketsWhat's the difference? What do these terms mean for you? The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell...

A Stock Market Lesson to RememberConfidence can quickly erode, but it can also quickly emerge. Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household...