The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial goals. Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over,
Creating a Retirement Strategy
Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off
Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2019. What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you
Understanding Long-Term Care
The important question: Are you prepared? Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health
Overlooked Tax Deductions for Small-Business Owners
Helpful tips for tax time. Being a small-business owner isn’t easy. After all, balancing payroll, managing employees, drawing up marketing plans, and handling the bookkeeping can be stressful! Luckily, the Internal Revenue Service (I.R.S.) allows
Helping Your Parents Manage Financial Tasks
How can you make things easier on them later in life? Worldwide, the number of people aged 60 and older is growing. By 2050, this demographic will be more than twice as large as it
Value vs. Growth Investing
There are those who favor value and those who favor growth. You might be initially confused by these terms or even suspect they aren’t that different in terms of what each model offers you as
The Importance of TOD & JTWROS Designations
A convenient move that could ward off probate on your accounts. TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of survivorship –
Yes, Young Growing Families Can Save & Invest
It may seem like a tall order, but it can be accomplished. Put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on