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Wednesday, March 27, 2024

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

Thursday, November 30, 2023

Achieving Success As the year comes to an end, it’s a good time to reflect upon the year behind us. The good things, the bad things, and the success we achieved along the way. Sometimes we rely upon favorable circumstances to...

Tuesday, November 14, 2023

When you think of holiday planning, you probably think of getting the house ready for the season. But there’s another house you need to get in order—your financial house. Here are a few tasks to consider before year-end to...

Tuesday, October 10, 2023

Have you ever heard the expression, "If you love sausages, never watch how they're made?" The same is true of stock prices. Warren Buffett once said, "I would tell Investors, don’t watch the market closely." In recent weeks, oil...

Friday, September 29, 2023

Magnifying the Present It is human nature to focus more on the present than the future, which is in line with our basic instinct of survival. We focus on the present because that is where “life happens” and we experience...

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Wednesday, September 27, 2023

Open enrollment is coming up soon, and it's important to know about all your insurance plan options before deciding which one is right for you. Two options you could have are a Health Savings Account plan (HSA) and a Preferred...

Friday, September 8, 2023

You’re invited to an exclusive conversation with Jeremy Siegel, professor, writer, Senior Economist with Wisdom Tree, and renowned expert on the economy and financial markets. Siegel’s research on the superior value of...

Tuesday, September 5, 2023

Timing the Market Why is it that many investors feel the urge to time the stock market? Since 1950, stocks have been in a bull market 83% of the time – despite all the crises and corrections.1 You would think investors would be...

Monday, August 28, 2023

6 Tips for Paying Off College Debt Get ahead of paying off your student loans. For many, student loans are a necessary debt—a means of paying for college and earning a degree that could potentially put life-changing career...

Monday, July 3, 2023

The Advantages of Low ExpectationsWe all want desirable outcomes – those outcomes that bring us happiness, peace, and prosperity. Because we desire such outcomes, we may go into situations having high expectations. But it may be...

Thursday, June 29, 2023

Americans are living longer than ever and that, of course, means they need more and more retirement savings. According to the CDC, we’re living to age 78.6 on average.1 That’s a lot of candles on the cake.Using...

Tuesday, June 13, 2023

Did you know that women reach their peak earnings at age 44—a full 11 years before men?1 There are a variety of reasons for this gap—including trends for specific career fields, the choice to start a family, and...

Tuesday, June 6, 2023

If you want to review whether your estate plan reflects your wishes, you can contact the office at any time.When preparing their estate plans, most people decide to leave their estate to one or a combination of three beneficiaries:...

Thursday, June 1, 2023

Recent Investment Advice from Warren BuffettInvesting may be simple in principle, but it isn’t easy in practice. Markets and economies are fraught with uncertainty, constantly changing news and markets, and how great some other...

Wednesday, May 24, 2023

Military members and their families face one-of-a-kind challenges, such as deployment to conflict zones, overseas assignments, and the constancy of change, all of which make dedicating time to personal finance a challenge.Luckily,...

Monday, May 15, 2023

Feel like your finances have more control over you than you have over them? Or like you're in a financial hole and just keep sinking? There are ways to take back control of your spending and regain control of your finances.Explore...

Friday, May 5, 2023

Planning your retirement income distribution requires a multi-step strategy and budget for all of your income and spending expectations in retirement. For the most accurate plan that best reflects your financial circumstances, start...

Wednesday, May 3, 2023

We all know there are various tactics for building long-term wealth. Paying off your mortgage early may be an option for some. However, focusing on investing money or paying off other debts first could be more beneficial than early...

Friday, April 28, 2023

The Eventual RecessionSince early last year economists, market experts, and even corporate CEOs were predicting a recession for this year. Most of them said it would happen early in the year.1 A recession was the consensus view among...

Tuesday, April 25, 2023

Identity theft is a systemic and ever-changing risk that continues to unleash significant new threats to personal security. No one is immune to these evolving tactics to acquire sensitive information, which can leave individuals...

Monday, April 24, 2023

As you travel on the journey of life, you’ll inevitably build up an estate that one day your loved ones will inherit. These details are all handled in your estate plan. An estate plan acts like a roadmap for your heirs by...

Monday, April 17, 2023

At one time, retirement accounts were straightforward. These days, there are many retirement account options, leading to confusion and questions. Let’s review some key differences between sponsored retirement accounts and...

Thursday, April 13, 2023

Now that you’ve decided a 401(k) plan works for your company, where do you go from here? You can either take time to DIY your plan, or you can let a financial professional do it for you. With experience in serving to small to...

Wednesday, April 12, 2023

Many parents today suffer from sticker shock when they learn what it costs to send their children to college. While the cost of college can be a hard pill to swallow, it’s never too early to get familiar with a 529 college...

Tuesday, April 11, 2023

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

Monday, April 10, 2023

Difficult situations—like losing a partner, getting laid off, or having to close a business—are impossible to completely prepare for. Having a sound financial strategy can help you weather the storm and safeguard your...

Sunday, April 9, 2023

Congratulations! These are your golden years. You’ve worked hard to raise a family, build your career, and save your money—now it’s time to relax and reap the rewards of a lifetime of sensible financial strategy.How...

Friday, April 7, 2023

6 Questions to Ask When Planning for RetirementFinancial security in retirement doesn’t happen by accident. Planning for a financially independent retirement involves more than just putting money away into a savings account and...

Tuesday, April 4, 2023

There’s good news for the growing number of Americans approaching retirement age who are ready to scale back, but aren’t ready to completely stop working: Work-from-home jobs give you more options than ever before, whether...

Saturday, April 1, 2023

With retirement closing in, your 60s are all about making sure you have the right plan in place.Here are some great ideas to implement in your 60s.Make an estate plan. If you don't already have a will, put creating one at the top...

Friday, March 31, 2023

Acting Like an InvestorMany investors today unknowingly act like speculators. How do I know this? Because they are more concerned and influenced by short-term stochastic changes in stock prices than in the underlying fundamentals of a...

Wednesday, March 29, 2023

Reduce Your Credit Card DebtCredit card debt doesn't have to keep you from fulfilling your financial goals.Not all debt is bad. Mortgage and auto loans are often necessary, but credit card debt can be sneaky – it usually starts...

Monday, March 27, 2023

When Less Can Give You More We are generally in the pursuit of more. More income, more recognition, more opportunities, more happiness etc.… Because “more” often results in desirable outcomes, it is natural to...

Friday, March 24, 2023

Why Should You Invest in a 401k?There are so many other things to think about besides saving for retirement. You, like so many people, may want to avoid worrying about it until you have the rest of your financials in order...

Wednesday, March 22, 2023

No matter how much we wish, no one can predict the market. No one will know when to go to cash and when to go all in. Like a broken clock, sometimes forecasts can be correct, but they lack persistence. Our forecast is persistent and...

Saturday, March 18, 2023

SVB Bank - What Happened?There has been much concern and confusion about what caused the Silicon Valley Bank to be taken over by Federal Regulators.Attached is an explanation, with a timeline, of the events leading to the takeover.The...

Friday, March 10, 2023

Did you know that it wasn’t so long ago that women faced challenges in obtaining credit? In the 1960s and 1970s, legislation provided women with equal access to credit opportunities, paving the way for their independence and...

Wednesday, March 1, 2023

Creating an estate plan is an essential component of your financial life, but one that can lead to uncomfortable conversations. For one, it forces us to discuss that none of us will live forever. And, it may reveal details about your...

Tuesday, February 28, 2023

By nature, emergencies are unpredictable. That’s why it’s so important for your emergency savings to be readily accessible when you need fast access to cash. Yet, many people “lock up” cash and short-term...

Wednesday, February 8, 2023

Divorce could affect more than you expect.No matter how you look at it, divorce is a difficult and turbulent time. Ending a marriage can strain relationships, emotions, friendships and finances. It also involves some tough decisions...

Wednesday, February 1, 2023

Perhaps you’ve heard the maxim, “Preparation is the key to success.” But when it comes to life insurance, knowing when to prepare is almost more important than the preparation, itself.Sure, it can be difficult to...

Thursday, January 12, 2023

Ever considered writing your own will? While you can draft a will on your own, there are plenty of reasons why you may not want to go that route. Most people do it to save money, but they may overlook or forget to take care of some...

Wednesday, January 4, 2023

I trust everyone had a wonderful holiday season. Whether you reached your personal goals last year or faced challenges, a new year brings new opportunities and a fresh start.Let’s jump right into this month’s topic. The...

Sunday, January 1, 2023

Sunday, January 1, 2023