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.
4 Costly 529 Plan Mistakes To Avoid
With the average cost of tuition and fees at private colleges exceeding $43,750 in 2021-22—while out-of-state public college students are paying nearly $30,000 per year—saving for college might feel like a monumental task...
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Retirement Planning Options for Business Owners
In general Perhaps you are self-employed or own a small business. Or, you may be directly involved in running a corporation or a tax-exempt organization. In any of these cases, you generally have the option of establishing a retirement...
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Financial Planning for Working Moms
Historically, working mothers have had even higher ambitions in the workforce than working women in general.1 This ambition may drive them to excel in budgeting and financial matters that can help them manage their family's finances....
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3 Moments in Life Where You Should Consider Consulting a Financial Professional
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Tax Prep Checklist: Everything You Need to Be Ready for Tax Season
Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...
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Five Healthy Habits for Financial Wellness
Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you're feeling, the larger your financial hurdles may seem, and the more you...
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Get SMART with Your New Year’s Resolutions
Many of us set resolutions every New Year’s Day. But if your resolution is too broad or doesn’t have a deadline, it is much easier to abandon or forget it. As the saying goes, “A goal without a plan is just a wish...
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A Place for Everything: A Step-by-Step Guide to Getting Your Finances Organized
Have you ever found yourself scrambling for spare cash to send with your child for school lunch? Have you paid a late fee because you simply forgot when a bill was due? Have you woken up in a cold sweat trying to remember if you paid...
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Finding the Right Card for You
With so many credit cards available, it’s not surprising that careful thought is required to decide which one to select. Here are some factors to consider when choosing the card that suits you best. Many millennials have a...
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Financial Considerations during a Divorce
No matter whether your divorce is amicable or contentious, it can have a profound impact on your finances. There are myriad rules and regulations to consider; we outline some of the most significant and how they could impact your...
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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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