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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. 

Thank you for reading!

 

Wednesday, November 20, 2019

The last couple of posts we’ve talked about giving to and investing in causes that are important to you. For the next two posts, we’re going to bring the topic of giving a little closer to home. This month, we’re going to cover giving...

 

Wednesday, October 30, 2019

More and more it appears that people prefer companies to not only have a solid product at a competitive price, but also provide a positive impact on our world. We are also starting to see this spill over into the investing space as...

 

Tuesday, September 17, 2019

In last month’s post on technology scams, we reviewed robocalls and tips to avoid getting duped by this rampant problem. In our follow-up posting we look at another scam to watch out for: Sweetheart Scams. Research tells us that...

 

Wednesday, August 14, 2019

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...

 

Friday, July 12, 2019

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...

 

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Wednesday, June 12, 2019

There are a couple of bills that are before each of the two houses that could have small but meaningful impact on personal finances and retirement planning. While they are similar, let’s focus on the bill before the House of...

 

Thursday, May 2, 2019

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...

 

Tuesday, March 26, 2019

Spring is here. The birds are singing, the flowers are blooming – and families are making college decisions. While college enrollment in the U.S. has been flat for the last few years, the rate still hovers around 70%. College remains a...

 

Tuesday, February 19, 2019

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...

 

Friday, December 28, 2018

As 2018 winds to a close, it’s a good time for reflection on the past year. The 2017 Tax Cuts and Jobs Act was officially signed in to law on December 22, 2017. 2018 tax returns will be the first time that we all get to see the...

 

Monday, November 26, 2018

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...

 

Thursday, October 25, 2018

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,...

 

Monday, September 24, 2018

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,...