Blog
Know Any Students? Here’s Some Essential Scholarship Information
Let’s explore some basic information about financial aid opportunities that will be important to consider with the increasing cost of higher education. Please feel free to share with anyone you know who may find the information useful...
Read More
4 Things to Love About Roth IRAs
Roth IRAs are a highly recommended retirement account for a reason. These accounts were designed to empower middle-class Americans to save for retirement with a great incentive: tax-free withdrawal...
Read More
Recognizing Suspicious Online Offers
As scammers continue to learn and evolve their tactics, so can you. Asking these questions can help you avoid becoming a victim...
Read More
Happy International Women's Day
This March 8, I hope you’ll join us in celebrating the wonderful achievements accomplished by women all over the globe and continue to uplift the women in your own lives and community...
Read More
Need Some Extra Time to File Your Taxes?
It’s that time of year again and the April 15th deadline is right around the corner. As a reminder, you can file for a tax extension by submitting Form 4868 to the IRS. Here’s what you need to know about using this extension...
Read MoreShow All
Staying Informed About ESPP Tax Rules
Have you worked for a company offering stock at a discount? Or do you know anyone who does? These can be solid assets to hold in your portfolio, but they’re not without some degree of complexity. We’ll give you the short and simple version.
Read More
Understanding Types of Retirement Accounts
Chances are your employer provides varying benefit plan incentives designed to help you save for retirement. All employer retirement plans fit into two main categories: qualified retirement plans and non-qualified retirement plans...
Read More
Getting to Know Your 401(k)
Although 401(k)s are typically included in financial planning conversations, it’s important to understand the ins and outs of how a 401(k) plan works...
Read More
How Inflation Impacts Retirement Income
Inflation doesn’t mean the end of a comfortable retirement for those who’ve planned, because we’ve been planning with inflation in mind. Here’s why:
Read More
5 Winter Activities that Won’t Break the Bank
Nice and cozy can turn to cabin fever in a hurry. We’ve been there and recommend these activities when it’s time to break up that winter monotony...
Read More
Tips for Setting Long-Term Financial Goals
It takes hard work, time, and dedication to pursue your ideal financial future. Setting goals can help you carefully consider what you want your financial future to look like and help you work towards that. Here are a few helpful tips...
Read More
Don’t Fall for These 5 Common Money Misconceptions
We have all heard bad financial advice at some point in our lives. These misconceptions seem small but end up doing more harm than good. Here are a few of the most common misconceptions we’ve heard repeated by clients...
Read MoreWill the Midterm Elections Move Markets?
The midterm elections have come and gone, and although the results don’t appear as one-sided as many predicted, it seems one party will narrowly take control of the House, while the Senate may hinge on a Georgia runoff.It's...
Read MoreNew Retirement Contribution Limits for 2023
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...
Read More
Help Protect Your Investments
If you have little experience with investing in stocks, bonds, or even real estate, it can be nerve-racking. You might feel like the slightest change in the stock market could have a negative impact on your investments and portfolio....
Read More
Five Financial Tips for New Parents
As a new parent, you have so much to think about in addition to having experiences you haven’t had before. It can be very overwhelming. You may have considered the cost of having a child and the increase in your regular expenses...
Read More
National Assisted Living Week
September 11-17 is National Assisted Living Week® (NALW)!This time provides us a rare chance to recognize the role of assisted living communities in caring for our community's seniors and individuals with disabilities.And if you...
Read More
The Importance of Diversification
This article is a good reminder of a phrase we have all heard. Read on to discover more about diversification in your investment portfolio.
Read More
Celebrating Juneteenth
Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. The observance of this holiday, formally recognized by the state of Texas in 1980, has continued to spread to the rest of the...
Read More
A LOOK AT DIVERSIFICATION
Ancient Chinese merchants are 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...
Read More