Markets and Marriage
Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and partnerships have moments where one or both partners look around and go, “Is this as good […]
Smart Moves for the New Year and Beyond
When it comes to preparing yourself financially for a new year, starting early is often a smart move. For many Americans this winter, this may be doubly true. Considering the impact COVID-19 has had on the financial landscape, and the changes wrought by the CARES Act and the SECURE Act, there are some important items […]
Financial Holiday Gifts | What You Need To Know!
The magic of the winter season, a time when everything seems to sparkle just a little brighter, is upon us. It’s a time to gather with family and friends, whether in person or virtually, and to appreciate the bonds that bring us together. At this time of year, you might consider giving cash, stocks, or […]
2021 Tax Planning
UNDERSTAND WHERE YOUR FEDERAL TAX DOLLARS GO In this guide, we will explore where your tax dollars go and some of the ways tax filing may look different in 2021 as well as what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement […]
Navigating Divorce
Experiencing a divorce is rarely something couples expect to face. Yet, inevitably, some marriages do unravel, affecting each partner’s financial life in the process. While divorce overall has been steadily decreasing, it’s still common in the U.S. In fact, among those 50 and older, the divorce rate has doubled since 1990, and tripled for those […]
Election 2020: Preparing for Any Outcome
As the U.S. presidential election draws near, expect to see more and more headlines that propose, “What will happen next if this person is elected?” or, “What policy changes should you prepare for in the next four years?” In reality, however, it isn’t easy to anticipate what may happen with the financial markets after the […]
6 Important Financial Strategies for Your 20s & 30s
Personal finance goals look a little different when you’re in your 20s and 30s. While your parents are focused on managing retirement, you might be navigating the challenges of paying off student loan debt, establishing yourself in a new career, buying a home, and having a family. You may think that you have all the […]
The Great Spending Balance
Love Your Life Today While Saving for Tomorrow Your financial life is a balancing act, strung between living in the present and preparing for the future. Saving for retirement may be a focus, but it could feel like you’re missing out living in the present. There are three key areas, however, where saving big and […]
Dow 30 Changes Its Starting Lineup
The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup. Salesforce.com, Amgen Inc.and Honeywell International Inc. have replaced Exxon Mobil Corp., Pfizer Inc., and Raytheon Technologies Corp. The change went into effect before the market opened on Monday, August 31. It’s […]
5 Retirement Mistakes Small-Business Owners Make & How to Avoid Them
As a business owner, you face unique challenges and opportunities when building a financial future. This special report provides insights on mistakes to avoid and steps to take when building the retirement you desire—while managing your myriad of responsibilities. Small-business owners are an essential component of America’s economy. In the United States, 99.7% of all […]
Take Charge of Your 401K
HIGHLIGHTS INCLUDE: Powerful information that could potentially save you thousands in taxes and fees Tips to help put you one step ahead in your retirement preparations Critical mistakes that cannot be corrected (and how to avoid them) HAVE YOU EVER SWITCHED JOBS? Research shows that the average American employee switches jobs 12.3 times before retiring.1 […]