Blog

We provide insights on financial planning, and our blog is an invaluable resource about such topics. We cover a wide range of topics, including retirement planning, investing, wealth management, and more.

Tuesday, April 2, 2024

The federal income tax filing deadline for individuals is generally Monday, April 15, 2024. The deadline is April 17, 2024, for taxpayers living in Maine or Massachusetts. The IRS has postponed the deadline to file federal income tax...

Friday, March 22, 2024

It’s a calculated strategy to help ensure long-term stability for the economy A topic of recent interest among investors is the Federal Reserve's decision to maintain current interest rates, rather than pursuing a lowering...

Friday, February 9, 2024

The federal income tax filing deadline isn’t until April. However, the start of tax season is nearly upon us. Here are some tips for navigating the tax filing process to help lessen some of the stress you may feel as Tax Day...

Friday, December 22, 2023

Generational wealth involves financial planning, where parents or grandparents pass wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a hold of assets or a check in...

Thursday, December 21, 2023

Work towards aligning your personal and business affairs with your long-term goals The end of the year serves as a natural checkpoint for many financial and personal processes, and with the arrival of the final months of the year,...

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Wednesday, December 13, 2023

Year-end financial planning can help you assess your family’s financial situation, identify areas for improvement, and set achievable goals for the future. Here’s a closer look at seven essential areas where reviewing may...

Tuesday, November 28, 2023

The world is changing. At one time, investors focused all their energy and money on generating positive returns. Today, however, many have pivoted to generating those returns while positively impacting society and the environment. For...

Tuesday, November 14, 2023

As age 73 nears, it is critical that you begin considering how you want to handle the required minimum distributions (RMDs) you are obligated to withdraw from your tax-advantaged retirement accounts, including 401(k)s, 403(b)s, 457s,...

Tuesday, October 31, 2023

Economists have been predicting a recession for the U.S. economy ever since the Federal Reserve began aggressively raising interest rates in 2022. This is Econ 101. High interest rates, which make it more expensive to borrow, are...

Tuesday, October 24, 2023

Generational wealth involves proactive financial planning, especially when parents or grandparents pass on their wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a...

Tuesday, October 17, 2023

Empowering self-employed individuals for retirement confidence The Solo 401(k), also known as the Individual 401(k) or Self-Employed 401(k), is a retirement savings plan designed specifically for self-employed individuals, freelancers,...

Tuesday, October 10, 2023

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan. Some employers will even match a...

Tuesday, October 3, 2023

Do not dismiss energy or food prices when assessing the impact of inflation On September 13, 2023, it was announced that August saw inflation record its biggest monthly increase for all of 2023 as energy prices rose significantly....

Tuesday, September 26, 2023

A 2023 survey revealed a notable shift in public opinion over the past decade about the value of a college degree: 56% of Americans think a four-year college degree isn't worth the cost due to students graduating with significant debt...

Tuesday, September 12, 2023

Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does retirement entail? Analysts suggest there are four designated phases of retirement that a person often...

Tuesday, August 29, 2023

These simple steps might save you a great deal of money and heartacheWe all make mistakes, and through them, we learn. But when it comes to finances, trial-and-error may not be the most suitable approach for you.Maybe you’re...

Tuesday, August 22, 2023

Keeping it in the Family Through Generational GivingWhat is family wealth, and how do you preserve it?You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to...

Tuesday, August 15, 2023

How a Financial Professional Can Help You Apply Stephen Covey’s “7 Habits of Highly Effective People” to Your Investment StrategyIn 1989, Stephen Covey, an American author, educator, and businessman, published his...

Tuesday, August 8, 2023

When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning. That is one aspect of their job; however, financial planning and working with a financial...

Tuesday, August 1, 2023

Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a...

Tuesday, July 25, 2023

What is it?If you're like a lot of people, retirement won't be the world of gardening, golfing, traveling, and tennis you once envisioned. Rather, retirement will mean relaxing and working. Maybe you've retired from your "regular" job...

Tuesday, July 18, 2023

A March 2023 survey found that more than 90% of Americans worry about the Social Security program, and about half of those said they worry a great deal.1 A separate survey the same month found that more than 80% of Americans worry...

Tuesday, June 27, 2023

Here is what an end to rate hikes might mean for CDs and savings accountsThe Federal Reserve has been steadily increasing interest rates in an effort to manage inflation and support economic growth. However, indications suggest that...

Tuesday, June 20, 2023

Adopting a personal debt ceiling can be a transformative step for familiesThe concept of a debt ceiling has been a topic of significant discussion in the realm of economic policy, particularly in relation to government spending....

Tuesday, June 13, 2023

An investment approach that can help you work towards a confident retirementRetirement is a significant milestone in one's life, which requires careful planning and foresight to pursue a confident and stress-free transition. One...

Friday, June 9, 2023

The crude oil and natural gas industry has faced significant challenges since the COVID pandemic, including supply disruptions, price volatility, and rapid inflation. However, heavy cash flow for oil and gas companies has led to a...

Wednesday, May 24, 2023

Overview: In the language of life insurance, a beneficiary is the recipient of the policy’s proceeds when the named insured dies. The owner of a life insurance policy has a great deal of flexibility in naming beneficiaries and,...

Friday, May 12, 2023

Financial goals are essential. Setting them will help you to obtain the things you want out of life as well as live the lifestyle you desire, both during your working years and in your retirement. But obtaining these goals isn't...

Friday, May 5, 2023

Pension plans are still offered at many types of employers today. A pension plan is an employer-sponsored retirement savings plan the employer contributes toward to fund their employees' future retirement.There are two types of pension...

Friday, April 28, 2023

May is Military Appreciation Month and the perfect time to express your gratitude to military members for their service. Whether you come from a military family or are just looking to show your appreciation for those who have served,...

Thursday, April 27, 2023

The events of the past few days have many people asking questions about the health of the financial services companies they entrust with their money and investments. And to the extent that you may have similar questions, we...

Friday, April 21, 2023

If you're paying attention to the news, you've probably come across story after story on the health of Social Security. And depending on the actuarial assumptions used and the political slant, Social Security has been described as...

Friday, April 7, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0.

Thursday, March 30, 2023

How large should an emergency fund be? There is no “one-size-fits-all” answer. The ideal amount may depend on your financial situation and lifestyle.