End-of-Summer Financial Reset: Preparing for Q4 Tax Planning

No matter what your age, retirement calculators can be a benefit to you in your retirement planning.  Retirement calculators are easily accessible on the internet through a search, or you may have access to various calculators through your investment custodian

This spring (2017), the US Treasury Department has launched additional TV ads directed at Americans that have no retirement savings plan at work. If you’ve seen the ads and you’re curious what this plan is about, read on!

Investing is a process that takes time, should be thoughtfully monitored and has a better chance of success if planned out.

As spring time comes back to many parts of the US, so does many ‘seasonal’ scams.  Partly because of tax season and partly because home projects ramp up, and travel ‘springs up’, this is the time of year to be more alert regarding potential scams.

Are you a parent or related family member thinking of starting a 529 savings plan for a child? Starting a plan to save for college or other type of technical career training is a smart choice because small amounts are contributed monthly over time.

In December 2016, FINRA (Financial Industry Regulatory Authority) released their report, “Investors in the United States 2016” .

Now that the title of this article has grabbed your attention, is there a ‘bad’ or ‘good’ time to invest? Is there a ‘science’ to timing the stock market?

Self-employment is a growing trend world-wide and in the US.  The desire to work for themselves, being able to designate working hours, and the perks of flexibility when they work is part of the reason many choose to be self-employed.

2017 Retirement Plan Savings Changes For those people that are participating in a traditional 401(k) or government retirement plan such as a 457 or 403(b), contributions will remain the same for 2017.

When Overconfidence Hurts There are times in our lives when being confident is a good thing. But there are situations where being overconfident can hurt, especially when it comes to investments.

Better Now or Better Before? After the elections held last month (November 2016), many Americans are reflecting on how they ‘feel’.

Understanding Your Employee Benefits As you work and save money for retirement, take time to understand what benefits are offered at your employer in addition to your retirement plan.

Reporting to Protect Seniors From Financial Abuse July 5th, 2016 marked the passing of The Senior Safe Act of 2016.

Do You Need Long-Term Care Insurance? As Baby Boomers age, one of the planning decisions that needs to be made is how to go about providing for their long-term care needs.

Retirement is a time of excitement and anxiety regarding if your savings will last through your entire remaining life. Many retirees find that their spending is more costly in the beginning, and slows as they age.

Mental Accounting: Help or Hindrance? Mental Accounting attempts to describe the process where people code, categorize, and evaluate economic outcomes for their money.

What To Do With Your Inheritance Doing your homework and seeking advice is highly recommended when an individual or family is faced with what to do with an inheritance. Understanding your options is crucial in a potential life changing event.

In recent years many large employers have offered former employees who are not yet at retirement age the option to take a pension buyout.

What the New Fiduciary Rules Mean for You In early April the Department of Labor released the final version of their fiduciary rules. These rules apply to financial advisors who provide advice on retirement accounts such as an IRA or a 401(k).

What Impact Does Working Have on My Social Security Benefits? There is a lot of confusion about the impact of working on those who are taking their Social Security benefits. Here are a few things to know.