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. 

Tuesday, July 20, 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, June 2, 2021

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...

Monday, April 12, 2021

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...

Wednesday, March 3, 2021

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...

Wednesday, February 17, 2021

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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Monday, January 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...

Thursday, December 3, 2020

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,...

Tuesday, November 10, 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...

Thursday, October 8, 2020

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...

Thursday, September 3, 2020

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...

Tuesday, August 18, 2020

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...

Wednesday, July 8, 2020

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.

Wednesday, June 10, 2020

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...