Blog
Financial Wedding Tips for a Memorable “I Do”
As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000 couples across the country, in...
The Evolving Relationship Between Stocks and Bonds
Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in recent years. What’s new? For most...
How Much Do You Need To Retire?
A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people thinking about retirement and...
Identity Protection Strategies – Are You Doing Enough To Keep Your Information Safe?
There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect yourself. A growing problem Last...
Remote Workers Should Be Wary Of Double Income-Tax Hit
Clients who work remotely face a new landscape of potential double taxation, as states differ in how aggressively they levy income tax on remote and cross-border workers. “That each state [often] adopts its laws without regard for other states’ laws for the same type...
Give Your Children the Gift of Financial Literacy
Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can build to impart more of your...
Create a Strategy to Protect Your Wealth with Potential Estate Tax Changes Looming
At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to pre-TCJA levels. What’s changing?1...
What Is A Bad Investment Decision?
Why do investors lose money? There are lots of reasons. One reason investors who do not seek advice lose money is because they make bad investment decisions. Many of the examples listed below sound like common sense to an experienced financial advisor but go unnoticed...
How To Talk About Money Before Marriage
You’re getting married! As you prepare to enter a new chapter, you’re likely busy combining all the areas of your individual lives into one. An essential piece of this is your finances. To build a solid financial future, you must begin with open and honest...
Will your money last as long as you do?
Don’t let a lack of income derail your retirement!
In This Free Guide, You’ll Learn…
How an experienced financial professional can help you address you “what ifs” about retirement.
In 1984, the average American household spent $2,500 per person annually on health care. In 2018, that number was $5,000. That means costs are 100% higher than they were in 1984.
The right questions to ask about retirement, like: “How do I make sure my money lasts?” and “How do I cover all my expenses?”
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