Saturday, December 2, 2023

If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans.

Sunday, November 19, 2023

The cost of long-term care can vary widely based on location (both city and state) and level of care needed. However, one thing is for certain: with 7 in every 10 people requiring long-term care at some point.

Tuesday, October 31, 2023

A trust is a legal vehicle that protects your assets that contains instructions for your assets when you die or become incapacitated.

Monday, October 23, 2023

Sectors hit include air travel, insurance, oil production and entertainment. The path to retirement can often seem daunting, with the end goal appearing distant and difficult to reach.

Monday, October 9, 2023

Whether you're still living at home, in school, or starting your career, your late teens and twenties present a prime opportunity to think about your financial future.

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Monday, September 25, 2023

529 plans can be a great way to save for college, but they're not the only way. When you're investing for a major goal like education, it makes sense to be familiar with all of your options.

Tuesday, August 29, 2023

Natural disasters like wildfires, floods, earthquakes, tornadoes, and long-term power outages don't discriminate—they may impact anyone at any time. However, you don't need to live your life under the constant stress.

Thursday, August 24, 2023

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it?

Tuesday, August 22, 2023

Why Not A Yearly Retirement List? Labor Day is right around the corner. The weather is starting to turn a little cooler, college football returns and the kids are back in school.

Tuesday, July 11, 2023

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme...

Tuesday, July 4, 2023

Financial freedom is a state of being in control of one's finances, covering expenses easily, and saving for future goals. Financial freedom enables you to choose how you spend or interact with your money.

Monday, June 12, 2023

Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any...

Monday, June 5, 2023

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little...

Saturday, May 20, 2023

Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? Here are a few ideas.

Saturday, May 6, 2023

When you plan for retirement, an exciting new phase of life, double-check your expectations. They may not match the reality. Here are five misconceptions about retirement.

Tuesday, April 18, 2023

As you near retirement, it's likely you'll have many questions about Social Security. Be aware of these three advantages that Social Security offers.

Thursday, April 6, 2023

An eventful first quarter wrapped up last week. In today’s blog, we make seven market observations from first quarter performance and share our thoughts on what these performance trends could mean for our outlook.Growth Dominated...

Monday, April 3, 2023

With April’s federal tax filing and payment deadline on the horizon, are you confident you have everything in order to make your tax filing go as smoothly as possible? Here are five last-minute details to double-check before Tax Day.

Tuesday, March 21, 2023

Retirement doesn't mean you have to retire from excitement. In fact, it is the perfect time to ‘refire’ your passion and make your retirement the newest chapter in your life.

Tuesday, March 21, 2023

When you start to consider if investing is appropriate for you, you may have questions. Investing can be a challenging subject to grasp.

Tuesday, February 28, 2023

Financial planning is unique for each person; no two plans look the same because everyone's life and goals are different. Regardless of your goals, financial planning can help you work towards achieving them.

Wednesday, January 18, 2023

When you start to consider if investing is an appropriate option for you, you may have questions. You might want to ask:How do I invest money, and where?How much money will I need?What are some common strategies for someone that has...

Wednesday, January 18, 2023

You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection of steps that help you to evaluate your financial condition and...