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

IRA Withdrawals That Escape the 10% Penalty

The list of these options has grown. An IRA, or Individual Retirement Account, is a tax-advantaged savings account that is subject to special rules regarding contributions and withdrawals. One of the central rules of IRAs

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life. Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in

Preparing to Sell Your Business

What is your exit strategy?   Your company is ripe for sale. Now what? These days, your children or employees may not necessarily want to take over your business, but you still want to sell

Taking Charge of Your Financial Life

Delegating responsibilities to others may lead to problems down the road. When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another