The Tax Buckets: Understanding the Tax Advantages and Consequences of Your Financial Accounts

April 15, 2016

April marks the official celebration of National Financial Literacy Month. With a month dedicated to increasing awareness and education, this is the perfect time to explore perhaps one of the most often confusing areas of personal finance: tax qualifications. Understanding the different types of tax implications for the financial accounts that you own can help…

Tax Preparation vs. Tax Strategies: Keeping More of What You’ve Earned

April 1, 2016

With tax day just around the corner, you may be pushing to put the final touches on your returns. And if you are like most Americans, you didn’t start thinking about your taxes much before this filing deadline. This can be a mistake—one that can cost you, particularly in retirement. There are proactive steps that…

Creating a Financial Plan for Today’s Volatile Economy

March 15, 2016

One of the biggest and most common mistakes that investors can make, especially at and near retirement, is considering all of their total assets as a single bucket of money. This one lump sum may be responsible for providing income, growth, major medical expenses and Long-Term Care protection, inheritance, and more. The fact is there…

Understanding Your Risk Tolerance & Investment Goals

March 1, 2016

When is the last time you closely reviewed your investment strategy? Often times an investor will pick an investment allocation and set their savings on autopilot. While this can be a great routine to create healthy savings habits, it is important to periodically check in to be sure what you own is in line with…

Modern Challenges of Investing in Today’s Volatile Economy

February 15, 2016

With market performance in 2016 off to a bumpy start, many Americans, particularly those at and near retirement, are keeping a close watch on their portfolios in the New Year. On January 15, the Dow Jones Industrial Average (DJIA) dropped nearly 400 points in one day, thanks to lower crude oil prices and concerns about…

A Love Letter to Your Family: Five Estate Planning Essentials

February 1, 2016

With Valentine’s Day just around the corner, boxes of chocolates, teddy bears and flower specials are popping up at every turn. This year before you reach for your wallet, consider a gift that your loved ones can really use: estate planning essentials. While it may be an unconventional concept and a difficult topic to think…