5 Financial Resolutions for a Great New Year

The new year is a great time for people to turn the page. Maybe they’re going to start that new exercise program—and this time they’re going to stick to it. Other resolutions touch on traveling to a faraway, exotic location or, simply to spend more…

Year-End Financial Gifting Strategies

It’s the season for giving, and you’re likely thinking of your loved ones, as well as causes you support when pulling out your checkbook. Whether you want to save for your grandchildren’s education or leave a legacy to a charity that you care about, there are many tax-advantaged ways you can make…

Year-End Tax-Saving Investment Strategies

As the holiday season has quickly descended upon us, so will a new tax-filing season. Have you thought about the numerous effective tax-saving strategies you can deploy at year’s end? Knowing how to fully utilize the tax strategies of your various investments can not only create significant tax savings…

Cash In on Your Labor Day

Barbeque? Fishing trip? Long snooze in a hammock? Whatever your plans this Labor Day, if you’re at or near retirement age, you’d be wise to take a moment to consider how and when you’d like to begin receiving Social Security. Don’t let the hard work…

Beat the heat: Don’t get burned by bad advice (Part 2)

The heat is on this summer with much of the country being hit with record high temperatures. The heat is also on within the financial services industry as implementation of the Department of Labor’s “fiduciary” rule begins. As we wrote in part 1 of this…

Beat the heat: Don’t get burned by bad advice (Part 1)

Beat the heat: Don’t get burned by bad advice (Part 1) As temperatures continue to heat up around the country, the battle for a uniform fiduciary standard in the financial industry is also making headlines with the Department of Labor’s recent passing of its “fiduciary”…

Planning Your Ultimate Vacation: Retirement

Whether your vision of retirement includes lifelong travel plans or more time at home with family and loved ones, there are essential planning considerations that will help you get there. Many Americans make the mistake of spending more time planning a vacation than planning their…

Let Freedom Ring

Let Freedom Ring! 4 Tips for Financial Independence in Retirement The 4th of July is just around the corner, and we are looking forward to joining our friends and family in celebration of our great country’s independence. With this anniversary of “Life, Liberty and the…

Interest Rates: Impact on Your Retirement

In late 2015, the Federal Reserve raised interest rates, moving from the near-zero policy for the first time in almost a decade. With much speculation for rate changes to continue in 2016, attention is on the upcoming meeting slated for this month of the Federal…