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

Reasons to Avoid 401(k) Loans Many 401(k) plans offer the option to take a loan against a portion of your 401(k) balance.

How to Succeed in a Failing Stock Market The start of 2016 has not been a good one for investors to say the least. Through the middle of January, the swift, sharp decline was the worst start to a new year ever.

The Fiduciary Standard In the investment world, there are two different standards that Investment Advisors and Broker Dealers must follow.

The Savvy Female Saver Women face a different challenge than their male counterparts; they are living longer and spending more time in retirement, but with less savings.

Sandwiched Have you heard of the ‘sandwich generation’? The definition of Sandwich Generation is ‘a generation of people who care for their aging parents while supporting their own children’ (Wikipedia).

Welcome Chip Cards Last month (October 1, 2015) marked the date that retailers will now be held responsible for fraudulent charges that occur at their point of sale terminals if ‘chip technology’ was used during the purchase.

End Of Year $ Moves It’s that time of year again; close to the end! As we enter the last quarter of the year, remember these money moves that you still have time to make: Add to Your 401K.

Fueling Financial Errors Finance in general has been based on rational and logical theories, and for the most part tends to be somewhat ‘predictable’.

Investor Identity Crisis Hearing the term ‘identity crisis’ can lead to thoughts of confusion, questioning decisions, or changes in behavior that can be good or bad.

Adult to Adult: Talking to Your Parents About Their Money Having the ‘money talk’ either happens at the ‘wrong time’, or can easily be put off because the generations feel differently about the ‘right time’.

The Empty Nest Syndrome Empty Nest Syndrome: is a feeling of grief and loneliness parents or guardians may feel when their children leave home for the first time, such as to live on their own or to attend a college or university.

Now that tax season is done for the most part and everyone who could and wanted to contributed to their IRA’s for 2014 have completed that I would like to really focus on a piece that many of us overlook.