Blog & Articles

Financial Reset: 3 Steps You Can Take to Minimize Risk in the 2nd Half of 2019

June 12, 2019

The year is flying by. It may be hard to believe, but we’re already halfway through 2019. Did you set financial goals at the beginning of the year? If so, how are those goals looking at the halfway point? The good news is you have…

Read this Article

Why DIY Investment Management Is Such a Risk

June 6, 2019

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments…

Read this Article

Where Will Your Retirement Money Come From?

May 23, 2019

For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources: Social Security. Social Security is the government-administered retirement income program. Workers become eligible after paying Social Security taxes for 10 years. Benefits are based…

Read this Article

Do Your Investments Match Your Risk Tolerance?

May 15, 2019

From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes.…

Read this Article

College Planning vs. Retirement Planning: How the Strategies Differ

May 9, 2019

Another school year is nearly over. If you have kids, you know how fast time flies. One day you’re dropping them off at daycare or…

Read this Article

Late on Retirement Planning?

May 2, 2019

Tips to Jump-start Your Savings It’s graduation season. Do you have a graduate who is finishing up on college? If so, this is a time to celebrate your child’s accomplishment and their entrance into adulthood. It also may be a time to celebrate your new…

Read this Article

Could Social Security Really Go Away?

April 23, 2019

Will Social Security run out of money in the 2030s? You may have heard warnings about this dire scenario coming true. These warnings, however, assume that no action will be taken to address Social Security’s financial challenges between now and then. It is true that…

Read this Article

Retirement Egg Hunt

April 17, 2019

How to Find Hidden Assets in Your Strategy Remember hunting for Easter eggs as a child? There were few thrills more exciting than racing around the yard or a park to find as many eggs as possible. Your eggs may have contained candy, money or…

Read this Article