Blog

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The “Dirty Dozen” Identity Theft Using your personal...

Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates, the rest stood a...

9 Facts About Social Security Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise...

John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1...

Trust Basics Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their...

If you struggle to manage your finances, partnering with a financial advisor could be a great help. On anything from simple budgeting to complex estate planning, it can be tough figuring out who is the best fit for your needs. There...

Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals. Here are ten crucial reasons why financial planning will get you where you want to be with the help of an...

Planning for Retirement 101 Saving for retirement always sounds like a good idea in theory, but it isn’t always easy to practice. The majority of Americans between the ages of 40 and 60 have less than $100,000 saved for...

What is a Credit Score? A credit score is a number between 300-800 that depicts a consumer’s creditworthiness. The higher the score, the better a borrower looks to potential lenders. A credit score is based on credit history:...

Banking and Savings 101 Banking and savings are an important aspect of personal finance that isn’t frequently talked about. While it falls under the area of personal finance, many of us assume that in this day and age that nearly...

Saving for an Emergency As important as it is to set a budget and stick to it, it is equally important to prioritize where you are allocating your money within that budget. An important topic that seems to be left out of creating a...

A budget is a tool you need to help you stretch your paycheck as far as it’ll go. And all it takes is just a little bit of discipline, planning, and most importantly, prioritization. While creating a budget may seem overwhelming...

Below is a market update as of June 16th, 2020. Federal Reserve to Keep Rates Low Last week, the Federal Reserve met and unanimously voted to leave short-term rates unchanged but will “increase its holdings of Treasury securities...

Happy 529 plan day! What is a 529 Plan? A 529 plan is an investment account that offers tax-free earnings growth and tax-free withdrawals when the funds are used to pay for qualified education expenses. For college, university, and...

There are many unknowns during this unprecedented time, but one thing we know for sure is that there is light at the end of the tunnel. In fact, some states have already began reopening their economy. Are you wondering where each state...

It goes without saying that the market has changed exponentially in the last quarter. The recent market volatility has left investors feeling especially concerned about their current financial health and where the market stands as of...