A 2019 Market Review

Wow, what a ride! Since 2009, the markets have experienced tremendous growth. Many have been surprised that the markets have performed so strongly over the past 10 years. It seems like every other week we

Systematic Withdrawal Strategies

Should you arrange automatic distributions from your retirement or investment accounts?   Some retirees wish they could simplify money management. Estimating investment income, annual retirement plan distributions, and quarterly taxes can be a chore. This

Getting a Head Start on College Savings

The hows and whys of college savings. The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. And if you’ve already traded

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

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