Technology is great. Think of all the advances in healthcare, communication and transportation just in the past decade. Like anything else, though, you must take the bad along with the good. Advancements in technology open the door to...Read More
Hello, and welcome to our blog! We will be posting articles and thoughts relevant to the financial industry, retirement, investments, and financial planning, as well as other related topics. We are also willing to answer questions and respond to any concerns you may have. If you'd like to contact us with a question you want addressed, please email us, and we can either answer directly or in this forum.
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That’s a very philosophical question, but important nonetheless, especially when it comes to your relationship with money. Healthy relationships with money can often be illustrated by generosity and charitable intent. This can also be...Read More
Unless you’ve filed for an extension, you now know the impact of the new tax changes on your individual income taxes. Whether positive or negative, many people are noticing that their tax withholding was either too high or not high...Read More
Towards the beginning of a new year is often a good time to review the named beneficiaries on your investment accounts. This is important to do this on an annual basis as life can change quickly and it may not be on your radar to make...Read More
As the year winds down, there are some important actions you may want to take before the clock runs out on 2018. Roth IRA First and foremost, check your eligibility to contribute to a Roth IRA. With most of us seeing a tax deduction in...Read More
Beginning September 21, 2018, those concerned about identity theft can freeze their credit and place one-year fraud alerts at no cost. Due to the passage of the new Economic Growth, Regulatory Relief, and Consumer Protection Act,...Read More
Many recent college graduates find they have a difficult decision to make: contribute to their employer’s 401(k) plan or focus on student loan repayments. The choice between paying down debt and funding retirement can be a tough one,...Read More