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 [...]
Top 7 Financial To-Do's After a Divorce You have just signed your divorce papers and are now ready to put all the stress of the long and complicated process behind you. Emotions ranging from [...]
Cryptocurrencies The news is full of stories on “cryptocurrencies” – from Bitcoin to Facebook’s new concept called Libra coin. But what are cryptocurrencies? Is this the new wave of the future or the next [...]
The CARES Act Quick Summary: Government Stimulus in Response to the COVID-19 Pandemic The CARES (Coronavirus Aid, Relief, and Economic Security) Act was signed into law Friday March 27, 2020. The CARES Act delineates [...]
The Complexity of Retirement Planning THE QUESTION ISN’T WHO’S GOING TO LET ME...IT’S WHO’S GOING TO STOP ME – Ayn Rand After graduating college, typically you begin a career and [...]
Stocks vs. Bonds Stocks and Bonds are two financial instruments that are typically the core of any investor’s portfolio. But do you know exactly what constitutes a stock or bond, or whether you should [...]
Long-Term Care Insurance On average, an American turning 65 today will incur $138,000 in future long-term care costs1. One in seven adults will have a disability for more than five years, and the median [...]