Blogs
Make Your Files Findable When You Leave Them to Your Heirs
Living life and facing death can be liberating – and it doesn’t have to be hard. Depending on the source, about half of Americans know they should have a will but don’t. And a National Library of Medicine study found that in 2017 only a third of us had completed...
Dollars and Sense: Teaching Financial Literacy Early Pays Off
In no uncertain terms, youth who participate in early financial literacy programs make better financial decisions later in life. Based on 76 empirical studies across 33 countries, the Financial Industry Regulatory Authority (FINRA) and National Endowment for Financial...
Why Work with a Financial Advisor?
A professional advisor can craft a tailored, holistic financial plan that supports your needs, goals and intentions for the future. Choosing to work with a financial advisor can make a positive difference in your current and future life – and even for the next...
Financial Planning for Families with Disabilities
According to the CDC, 61 million people in the U.S., or about 1 in 4 adults, have a disability. Navigating the world of finances can be challenging for any family, but for those caring for individuals with disabilities, it can feel like an uphill battle. Families...
Deciphering Treasury Bonds
Why Treasury bonds could be beneficial in the current climate. Puzzled by the Treasury bond market? You’re not alone. While considerations around buying and selling stocks and mutual funds are relatively easy to understand – buy low, sell high, avoid high-fee funds –...
Assembling Your Wealth Planning Team
Whatever you envision for your wealth, it’s important to have professionals around you who share and support that vision. With all you’ve put into building your wealth, you deserve to get the most for its future. That starts with a team. Working with experienced...
Financial Planning Month – October 2024
Along with Breast Cancer Awareness month, October is Financial Planning month, a time to focus on the importance of personal finance management. Financial Planning month is observed nationwide during October. With the holiday season coming up (aka hefty gifting...
Offer Your Employees a Competitive Benefits Package
The “great resignation” has brought employee benefits to the fore in the last two years, a trend that shows little sign of slowing. A recent Accenture survey says retirement benefits are a must-have to retain and attract talent – 68% of workers with pension/retirement...
Tailor Your Taxes for Retirement
From withdrawals to conversions, taxes in retirement can be a balancing act. After a fruitful career and plenty of practice paying taxes, you may feel prepared for the tax man in retirement. But a review of your post-retirement taxable income may yield some surprising...
The Five Most Popular Methods for Funding Education
With the cost of higher education rising, it’s important to determine how you and your family will fund it. There are several options to consider, each with their own pros and cons. How much time you have to save, your access to liquidity and the types of accounts and...
When is Medicare Part A Enrollment Mandatory?
People approaching age 65 may need some help navigating the intricacies of Medicare. One set of complications surround mandatory enrollment in Medicare Part A. Let us guide you through some of the rules. You wouldn’t think a government benefit would be mandatory....
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