How well do you know your advisor? People often find their advisors through word of mouth from friends, family or their personal network. While this is a good start, it is crucial to do [...]
Financial Lessons Learned from the Pandemic Spring is here, schools are open again and sports are coming back – it is beginning to feel more like “normal”! Covid-19 turned our world upside down, shutting [...]
Types of Fixed Income Chances are that fixed income (bonds) will comprise some portion of your investment portfolio during your lifetime. Many investors use bonds as safe-haven assets in their portfolios due to their [...]
What’s My FICO Credit Score and How Can I Improve it? If you are applying for a new credit card, car loan or home equity loan, you may find yourself at the mercy of [...]
6 Ways to Become Your CPA’s Favorite Client This Tax Season in 2021 Establishing a good relationship with your accountant can result in a number of benefits including faster turnaround times, lower fees, and [...]
Paying it Forward in 2021 While many are celebrating as they watch their portfolios grow in value, we all know there are many who are struggling financially during these challenging times. Charities are no [...]
Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification Investing can seem daunting at times for those that are just starting out. There are several concepts that need to be mastered to comprehend [...]
Here are several simple year-end tax planning ideas to consider before you ring in the new year to improve your personal finances.
Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into one of the categories above, I’m sure you know someone who does… so keep reading!
Property & Casualty Insurance: What You Need to Know Property and Casualty insurance protects against loss related to things that you own (Property) as well as things that can happen to others because of [...]