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Monday, July 26, 2021

Creating a budget in order to manage your cash flow is essential for maintaining your lifestyle expectations. We offer a few key tips for tracking income and expenses and even allocating money for savings. Reach out to your local...

 

Thursday, July 22, 2021

Are your children prepared to maintain and enhance the family wealth? You’ve tried to prepare your children intellectually and emotionally, but have you taught them financial responsibility? Financial literacy should start early....

 

Monday, July 19, 2021

HANDLE WITH CARE - Planning for the Cost of Long-Term Care Is an Important Part of Retirement Planning. Thinking about how you’ll pay for long-term care should be a part of everyone’s retirement planning process. A recent study...

 

Wednesday, June 30, 2021

Starting a family is one of life’s most rewarding experiences. However, it will also profoundly impact your financial picture, with a list of expenses that grows by the year. (One estimate pegs the total expenses for a...

 

Wednesday, June 23, 2021

Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.⁠11 While the number is up slightly from the...

 

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Wednesday, June 23, 2021

When it comes to financial stability, people tend to focus on paying off debt and saving for retirement. In reality, many other financial goals beckon to individuals during their lifetime. Because of this, it’s important to look...

 

Monday, June 21, 2021

For years, you’ve diligently invested in your retirement portfolio, accumulating wealth that you hope will sustain you throughout your Golden Years. To help see that your assets are sufficient to help you support your lifestyle...

 

Thursday, June 17, 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...

 

Friday, June 11, 2021

Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough funds to your retirement account. With folks routinely...

 

Monday, June 7, 2021

So, you’re looking to purchase your first home. Congratulations! It’s an exciting time, creating a safe and secure home for yourself (and perhaps family) while building equity in a long-term asset. While selecting the right...

 

Friday, June 4, 2021

Home ownership has several advantages over renting, including lower monthly payments, deductible mortgage interest, and the accumulation of equity. But there is a definite price to pay for these benefits, including the expenses we...

 

Thursday, June 3, 2021

Your twenties are the perfect time to save and invest. Do it now, and you will have a great ally—time—on your side. Think about doing the following things if you’re not doing them already. Create a budget. Do you know...

 

Wednesday, May 19, 2021

In an effort to save money, the Social Security Administration (SSA) stopped mailing annual statements nearly a decade ago. The yearly statements were helpful, as they helped workers estimate their Social Security benefits. Despite...

 

Monday, May 17, 2021

Did you know May 29 is 529 College Savings Day? As today is 529 College Savings Day we wanted to let you know we are always available to answer any questions you may have about the potential benefits of 529 plans. A few tidbits about...

 

Monday, May 17, 2021

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 provides the potential for your money to grow, reinvesting your...

 

Monday, May 17, 2021

Saving money when planning a trip—the dos, the don’ts. Imagine coming home refreshed from a wonderful vacation, made even more satisfying because you saved 20%-30% on its cost. That can happen. With a little planning, a...

 

Friday, May 7, 2021

There are specific rules addressing distributions and rollovers of a Roth 401(k), which combines features of Roth IRAs and a traditional 401(k). We offer an overview of the key considerations. The Roth 401(k) has become an attractive...

 

Friday, May 7, 2021

If you own an IRA, then you should be as familiar as possible with the rules that govern your account. Individual retirement accounts (IRAs) are one of the most common assets people rely on to save and invest for retirement. In fact,...

 

Friday, May 7, 2021

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...

 

Monday, April 26, 2021

ALIGNING WITH SUSTAINABLE INVESTING On April 22, the world will mark the 51st Earth Day. This year’s theme will be Restore Our Earth. It represents a chance to learn about the environmental challenges we face today, ways to...

 

Friday, April 9, 2021

For many people, the idea of budgeting can be challenging. Days are taken up with work, friends, family and the energy and activities required just to manage your life. There never seems to be enough time to focus on finances. However,...

 

Friday, April 9, 2021

How to Manage Your 401(k) When You Switch Jobs. In the past, boomers and generation Xers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives. The Great Recession...

 

Tuesday, April 6, 2021

When you think about Social Security, what comes to mind? Do you worry if it will still be around for you when you retire? Do you wonder how much you can expect to receive each month? Are you aware of when you can start taking your...

 

Tuesday, March 2, 2021

What can you do to pay down a high credit card balance? Follow these 5 steps to Consolidate Debt, Make a Budget and more! Read our guides today to take control of your finances.

 

Wednesday, February 10, 2021

Life Insurance Plays a Key Role in the Financial Planning Process Today, life insurance is a key part of a solid financial plan. This Guide explains the difference between: Temporary (term) insurance Permanent insurance If you have any...

 

Wednesday, February 10, 2021

Life changes quickly; that’s why it’s important to periodically evaluate your financial and life insurance needs. Is it time for an insurance review? Read our guide with a list of things to look for.

 

Tuesday, January 19, 2021

📑 To ease some of the burdens of the upcoming tax season, we’ve created this helpful guide, which will assist you in becoming familiar with important dates, deadlines, challenges, and opportunities that may arise. 📅 Of course,...

 

Tuesday, January 12, 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...

 

Tuesday, December 15, 2020

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...

 

Tuesday, December 15, 2020

This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern.Many mutual funds in December pay shareholders capital gains distributions that they have...

 

Wednesday, December 9, 2020

2021 Market Outlook As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Areas of the economy have been damaged and may never fully recover,...

 

Friday, November 13, 2020

The greatest gift of long-term care insurance is that it allows loved ones to supervise your care and not have to provide your care. While older people generally require the most long-term care services, a young or middle-aged person...

 

Wednesday, May 8, 2019

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...