• 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»
  • 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.

  • 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»
  • Dreaming of a debt-free Christmas?

    Published Friday, December 5, 2014

    Ever wondered if you could spread holiday cheer without accumulating a pile of debt? It’s not easy, and it does require more than just believing in miracles, but it certainly can be done. Giving the perfect gift to everyone on your list without going into debt takes thoughtful planning, a bit of creativity, and a good amount of discipline. Here are more»
  • Understanding the Basics of Investing

    Published Thursday, November 6, 2014

    If you’re in the beginning stages of thinking about how to invest, what to invest, where to invest and when to invest, you’re probably a little overwhelmed. That’s perfectly normal. There are a lot of options when it comes to using your money to increase your wealth. First, before discussing those options, it’s important to more»
  • Leaving a Legacy of Financial Fitness

    Published Thursday, October 16, 2014

    If you’re a parent, you’ve probably dreamed about passing many things on to your children. Whether it’s your core value and belief system, your strong work ethic, or your passion for 19th century impressionist artwork, you want to leave them with at least a small part of you. Here’s something else you’ll want to pass down to more»
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