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Thursday, June 1, 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...

 

Thursday, June 1, 2023

Members of the LGBTQ+ community face a broad range of financial challenges that heterosexual people do not need to deal with—and often are not even aware of. The media often portrays the "typical" gay couple as a high-earning...

 

Thursday, June 1, 2023

High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned...

 

Thursday, June 1, 2023

For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've...

 

Wednesday, May 24, 2023

Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also the future of society. It is an act of generosity, forward-thinking, and love....

 

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Wednesday, May 24, 2023

After spending so much of your life saving for retirement, it may be challenging to transition from depositing funds to withdrawing them. You may wonder whether there is any way to maintain your lifestyle and preserve your wealth to...

 

Tuesday, May 23, 2023

Mental health is essential to everyone’s wellbeing. Mental health disorders, diagnosed or not, may be playing a role in your daily life. Often, financial problems or worries may impact your mental wellbeing, especially if...

 

Thursday, May 4, 2023

You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of your death. However, determining the appropriate amount of coverage for your...

 

Monday, April 17, 2023

Most people know that once they approach retirement age, their reward for years of work comes from Social Security payments they put money towards during their employment. Deciding when to file for your Social Security payments is...

 

Monday, April 17, 2023

When people think of “myths,” they often think of such stories as Pandora’s Box (the woman who took the lid off of a jar releasing all of the world’s ills upon the world, were taxes one of them?), or the Tale of...

 

Thursday, March 23, 2023

Everyone needs to clean-up their financial clutter at least once a year Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into...

 

Wednesday, March 8, 2023

In the U.S., men are investing and accumulating wealth at a greater pace than women, fueling the gender investing gap. Closing the investing gap is essential so that women accumulate enough retirement assets for their entire lives. On...

 

Friday, February 17, 2023

Financial wellness is a state of being when one is in control of their finances, can cover expenses, and save for future goals. Consider financial wellness as your relationship with money; it can be either healthy or unhealthy....

 

Friday, February 17, 2023

The pending legislation for the proposed retirement reform, better known as the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0, is expected to be passed into law by the end of 2022. In March of this year, the...

 

Friday, February 17, 2023

Listening to John Coltrane or other favorite jazz musicians is like watching the leaves swirling through the city streets on an autumn day. The cedar and oaky smoke smell from a fireplace can spark a feeling of nostalgia that takes you...

 

Friday, January 20, 2023

Tax preparation tools and products continue to evolve even more quickly than the federal tax code itself. Which tax prep tools are worth the hype, and which may be passed over? Below we discuss five high-tech tools to help make tax...

 

Friday, January 6, 2023

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

 

Monday, January 2, 2023

What is family wealth, and how do you preserve it? You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself and to take care of...

 

Monday, December 12, 2022

If you ask someone their favorite part of the holiday season, giving or receiving gifts will likely be their response nine times out of ten. Gift-giving is a huge part of the holidays—it’s why there are entire days...

 

Monday, December 12, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets...

 

Monday, December 12, 2022

THINGS TO CONSIDER GOING INTO “THE NEW YEAR" (YEAR-END PLANNING CHECKLIST) The end of the year is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved,...

 

Friday, November 4, 2022

Year-end is approaching and being prepared is the best way to make this tax season your easiest yet. Following are important information and tools to help you get ready. As always, meeting with us early and often will ensure your...

 

Friday, November 4, 2022

The S&P 500 does best when one party controls Congress and the WH too The 2022 Midterm Elections will feature hundreds of hotly contested races at the state and local level and will decide whether the Democrats maintain...

 

Wednesday, October 5, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:1....

 

Wednesday, October 5, 2022

It's a fact: People today are living longer. Although that's good news, the odds of requiring some sort of long-term care increase as you get older. And as the costs of home care, nursing homes, and assisted living escalate, you...

 

Wednesday, September 7, 2022

Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase. Your needs...

 

Wednesday, September 7, 2022

You're about to receive a distribution from your 401(k) plan, and you're considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some pitfalls you'll want to avoid...

 

Sunday, August 28, 2022

The Inflation Reduction Act includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate repurchases of stock.The Inflation Reduction Act, signed into law on August...

 

Tuesday, August 2, 2022

Question: I made after-tax contributions to my 401(k). When I retire, can I roll that money into a Roth IRA tax-free? Answer: Yes. After-tax funds can be segregated from other funds in the account and transferred directly to a Roth IRA.

 

Tuesday, August 2, 2022

With approximately 94% of American workers covered by Social Security and 65 million people currently receiving benefits, keeping Social Security healthy is a major concern.1 Social Security isn't in danger of going broke.

 

Wednesday, July 20, 2022

Broad-Based Job Gains Keep Recession AwayThe U.S. added 372,000 jobs in June, at just a slightly lower clip from May, while the unemployment rate remained unchanged at 3.6%. The participation rate dipped to 62.2% in June as individuals...

 

Tuesday, July 12, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

 

Wednesday, July 6, 2022

You may be retired and considering investing some of your retirement nest egg. Depending on your situation, it is crucial that investing in the stock market, bond market, or other investments does not jeopardize your retirement savings...

 

Wednesday, June 1, 2022

The Stock Market has been trying to teach these lessons forever….The real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons...

 

Wednesday, June 1, 2022

Emotions often drive investors to make poor decisions and underperform.Dynamic investing and overall fitness can often come down to discipline (and planning). Why aren’t you reaping the investment returns you read about in the...

 

Tuesday, May 17, 2022

Retirement is the time in your life when you want to sit back, relax, and enjoy the fruits of years of hard work. But unfortunately, when the market is volatile, it may bring additional anxiety and stress. The good news is, a volatile...

 

Thursday, May 5, 2022

Small business owners are different from the average hourly employee in a lot of ways. One often-overlooked difference is how they plan for retirement. Although small business owners may offer a classic 401(k) for their workers along...

 

Wednesday, April 6, 2022

Social Security Retirement benefits are one thing that people know of, but often what they know isn't always accurate. First, the Social Security Trust Fund was created in 1939 as part of Old Age and Survivors Insurance by the...

 

Wednesday, April 6, 2022

If you are part of the baby boomer generation (born between 1944 and 1964), you may already know how important it can be to save for your retirement. Little remains of the security our parents may have enjoyed through company pensions....

 

Tuesday, March 1, 2022

Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn't about picking individual securities. Instead, you focus on broad categories of investments, mixing them together in the...

 

Tuesday, March 1, 2022

A traditional IRA offers a great way to shield income from taxation while boosting your retirement accounts. Meanwhile, a Roth IRA can let you pay tomorrow's taxes today. But how can workers who are eligible to contribute to either...

 

Wednesday, February 2, 2022

When it comes to retirement planning, much ado is made of how much to save. But often, the real difference lies in shrewd distribution planning. By withdrawing funds from certain account types in a certain order, you might...

 

Wednesday, February 2, 2022

 

Saturday, January 1, 2022

Whether you've been wondering about boosting your investments' rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle, it may be time to seek advice from a financial...

 

Saturday, January 1, 2022

With inflation on the rise, the IRS increased the 2022 contribution limits for some retirement accounts. Although a 2021 Congressional report found that only about 8.5% of defined benefit plan participants and 4.7% of individual...

 

Saturday, January 1, 2022

 

Saturday, January 1, 2022