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.
The Elusive Buy/Sell Strategy of Perfect Timing
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...
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Caring for Aging Parents
Many adults have aging parents who are in need of living and health care assistance. There are a number of resources today that can help them grow old gracefully, either in their existing home or in a facility, along with multiple...
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The Financial Benefits of Working from Home
Indefinitely Working from Home? Use This Opportunity to Save Money. The pandemic caused many people to work from home, and some companies do not plan to return to office-based work until this summer, if ever. While you may view this as...
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Identity Theft and Taxes
Identity theft is one of the fastest growing crimes in America affecting millions of unsuspecting individuals each year. A dishonest person who has your Social Security number can use it to obtain tax and other financial and personal...
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Higher Learning
During these uncertain times, 529 plans may make more sense than ever For many people, a 529 savings plan offers an opportunity to achieve an important life goal and improve overall financial health. As college and university...
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Begin Investing While Young
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...
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Forward Thinking
Five ways to keep moving forward in the age of social distancing Activities that people used to take for granted have changed in major ways — like a trip to the grocery store, attending a live concert or sporting event,...
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Does Your Portfolio Reflect Your Risk Tolerance?
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...
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Facing Possible Unemployment? Take These Steps to Prepare
If you’re facing unemployment or concerned about the possibility of upcoming layoffs, there are some small, proactive steps you can take now to help make this difficult time more manageable. Build Your Network. It’s...
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One for the Ages
One for the Ages Consider the trade-offs before deciding what age to begin taking Social Security benefits As you get close to retirement, one of your biggest questions will likely be when to begin taking Social Security benefits. If...
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401(k) Decisions - - You Can Take It With You
If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer's retirement plan? Although many people choose to take a cash distribution, there are other options that may benefit...
Read MoreBuying Your First Home
Finding the right first home starts with a price range and a short list of desirable neighborhoods. But you may need to consider many other factors before investing in what may be your biggest asset.
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Avoid These Financial Traps
Money. It's hard to get and easy to lose. It doesn't take long for the wealth you've accumulated to disappear if you don't manage your money well or have a plan to protect your assets from sudden calamity. Snares like the ones...
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