Blog & Articles

Tax Season Is Here:

March 20, 2019

4 Tax Tips to Consider for 2019 The deadline for filing your 2018 tax return is right around the corner. Have you filed your return yet? If so, were you satisfied with the outcome? Or were you surprised by how much you paid in taxes…

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Bad Money Habits to Break

March 12, 2019

Behaviors worth changing. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior. #1: Lending…

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When Is Social Security Income Taxable?

March 6, 2019

Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable above a certain yearly income level…

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Is America Prepared to Retire?

February 26, 2019

A look at some ways to get ready. Are Americans saving enough? Only 19% of U.S. adults describe themselves as “very confident” when asked about…

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Is the Downturn Threatening Your Retirement?

February 12, 2019

Worried about the direction the financial markets have taken over the past few months? You’re not alone. After nine consecutive years of growth, the markets…

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Volatility on Valentine’s Day

February 7, 2019

Valentine’s Day is supposed to be a day for romance and re-connection. For many couples, however, this time of year could be marked by disagreements about money. Nearly half of all married couples argue about financial issues.1 With the new year just starting and tax…

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What Do January’s Market Returns Mean for the Rest of the Year?

January 30, 2019

It’s that time again. A new year is here, which means a volatile 2018 is in the rear-view mirror. The markets suffered a steep drop at the end of last year after climbing steadily through the first three quarters. A number of factors contributed to…

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What Can You Expect From the New Tax Law in 2019?

January 22, 2019

A new year is here, and with it comes a flood of year-end tax documents like W-2s, 1099s and others. Before you know it, the April 15 tax filing deadline will be upon us, and it will be time to submit your return. It’s always…

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