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Getting A Head Start On College Savings

College Planning | College Savings Plan | Ways to Save for College
By investing wisely, you can help tackle the financial obstacles of funding their higher education.

The U.S. Department of Agriculture estimates a middle-income family with a child born today can expect to spend about...

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Retirement Strategies For Women

Retirement Planning | Financial Advisor
Retirement may look a little different for women, but with the right strategies – and support – you’ll be able to live the retirement you’ve always dreamed of.

Preparing for retirement can look a little different for women than it does...

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How to Make the Tax Code Work for You

Taxes | Retirement Planning | Annuity Quote
Understanding credits and deductions is a critical building block to making the tax code work for you.

By April 19, 2019, 137million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions...

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Is a SEP-IRA Right for Your Business?

Small Business Owner Retirement
A SEP can be established by sole proprietors, partnerships, and corporations, including S corporations.

If you're like many small business owners, running your own business is an all-consuming endeavor.

In the face of everyday demands, choosing a retirement plan for...

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Weekly Market Insights: First Post-COVID-19 Data Arrives

Investing | Financial Advisor | Wealth Management
Stocks wavered throughout the week as investors digested the economic data and balanced the reports against signs that the pandemic may have peaked.

Stock prices pushed higher last week as news of a White House plan to reopen the...

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Investors Cringe As Oil Prices Drift Lower

401K Rollover | Retirement Planning | Wealth Management
Even the White House might be considering its choices, which may include tariffs on oil imports, or paying U.S. companies not to produce oil.

Thanks to COVID-19, flying is down, driving is down, and the price of fuel is...

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Know your 401(k) options between jobs

401K Rollover | Retirement Planning | Financial Advisor
People leaving an employer typically have five options with their 401(k) retirement plan.

Few life events are more stressful than a job loss.

If you or someone you know is in this situation due to COVID-19, you’ll likely...

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A Decision Not Made Is Still a Decision

401K Rollover | Retirement Planning | Annuity Quote
Because of the dynamics of the markets, an investment that may have once made good sense at one time may no longer be advantageous today.

Whether through inertia or trepidation, investors who put off important investment decisions might...

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Pullbacks, Corrections, and Bear Markets

Retirement Planning | Financial Advisor
Periods of market volatility can be the worst times to consider portfolio decisions.

The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is...

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Mortgages in Retirement

Retirement | retirement Planning
Some homeowners benefit from a mortgage interest deduction on their taxes.

Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you...

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