• Surviving Market Swings

    Published Wednesday, April 15, 2020

    It’s only natural to be concerned when the market drops. But expecting volatility and having a sound financial strategy in place may be the best defense when events roil the markets. In spite of our good intentions, some common behavioral tendencies can stand in the way of making sound investment decisions, especially when the markets are volatile. more»
  • Tax Refund? Here's How You Could Spend It

    Published Tuesday, April 14, 2020

    While the tax deadline may still be more than a month away, the idea of getting money back is something many look forward to even before our taxes are filed.

  • How to Stick to Your Financial Plan

    Published Tuesday, April 14, 2020

    If you’ve already created your financial plan, you know that it takes quite a bit of work to determine your objectives, a budget, and the overall roadmap to help you achieve your short and long-term goals. If you’ve put your plan into motion and are working it, then you also know how difficult it can be to stick to it day in and day out. But more»
  • What does your credit score really mean?

    Published Monday, April 13, 2020

    It seems there are as many commercials on television these days for credit scores as there are for auto sales, furniture store liquidations, and fast food temptations. There’s no denying that loud announcers promoting “unbelievable, never-to-be-seen-again deals” can be confusing, but many people find the whole notion of credit scores to be more»
  • Time to Review Social Security Filing Strategies

    Published Monday, November 23, 2015

    In early November, Congress and President Obama signed into law the “Bipartisan Budget Act of 2015” that will change the strategies some retirees will use when filing for Social Security benefits.

  • Piggy Banks: Fun Teaching Tool

    Published Sunday, November 1, 2015

    Piggy banks are not just a toy in which kids deposit their money. They are a valuable tool for teaching numerous life-long concepts about money management. Beginning at the age of 4, children can learn basic financial concepts to lay the foundation for making good financial decisions for their future. Piggy Banks can be used in the home to help teach more»
  • The ABCs of IRAs

    Published Saturday, August 1, 2015

    The ABCs of IRAs If you want to retire someday, and enjoy a comfortable lifestyle when you do, consider opening an individual retirement account (IRA) now. There are several types of IRAs but the two most common are traditional IRAs and Roth IRAs. Both offer excellent tax advantages, as well as the benefit of compounding interest on the money you more»
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