Blog & Articles

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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Why Do You Need a Will?

January 16, 2019

According to the global analytics firm Gallup, only about 44% of Americans have created a will. This finding may not surprise you. After all, no…

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Adopt a New Financial Mindset in 2019

January 3, 2019

Are you worried about saving for retirement? You’re not alone. According to a recent study from Gallup, retirement is America’s top financial worry. Nearly 60…

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3 Steps You Can Take to Boost Your Retirement Plan in 2019

December 25, 2018

Holiday season is here again. The new year is almost upon us, and 2018 will soon be in the rear-view mirror. You’re probably busy right now looking for the perfect gifts for your friends and loved ones. However, you also may want to take some…

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Minimizing Probate When Setting Up Your Estate

December 18, 2018

Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees, and court costs may eat up as much as 5% of a decedent’s assets. Probating a “routine” estate valued at $400,000 could…

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Investing Means Tolerating Some Risk

December 12, 2018

When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place. All true. If you want to accumulate significant…

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