Cryptocurrencies
Cryptocurrencies The news is full of stories on “cryptocurrencies” – from the well-known Bitcoin to the infamous Dogecoin. But what are cryptocurrencies? Is this the new wave of the future or the next Beanie [...]
The CARES Act Summary
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 [...]
Complexity of Retirement Planning
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 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
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 [...]
Difference Between Growth & Value Stocks
The Difference Between Growth & Value Stocks The stock (“equity”) market contains a vast universe of companies, all of which display varying attributes and fundamentals. As a result, investors have created numerous different [...]
3 Steps to Start a Budget
Whether you are starting your first job or have been retired for ten years, creating and maintaining a budget is critical to set yourself up for financial success. A budget can help prioritize long-term saving, [...]
What is Disability Insurance?
Disability insurance is a type of insurance that will provide income in the event a worker is unable to earn a living due to a disability. This type of insurance is important as individuals are significantly [...]
Mutual Funds vs. ETFs
If you are new to the investing world, you might find the prospect of choosing individual stocks and bonds to be incredibly time consuming and complex. You may have personal connections to certain brands, but how [...]
Five Common Questions on 529 College Savings Plans
Paying for college is one of the largest financial obligations for most parents. To make things more difficult, the cost of attending many public and private colleges has consistently increased at a rate above inflation for the past 30 [...]