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Tuesday, January 23, 2024

The NFL Big Game indicator has been utilized by some pseudo-investors to predict the how the stock market will perform through the rest of the year. What is this indicator, how does it work and are there other similar indicators in use?

Tuesday, January 9, 2024

The Tax Cuts and Jobs Act (TCJA) is currently scheduled to sunset at the end of 2025. While allowing the TCJA to sunset at the end of 2025 may have some positive outcomes, there are some negatives to consider for most people.

Monday, December 11, 2023

Your child is turning 18. Are you and your child prepared for adulthood? If you still want to be involved in their healthcare, academics and finances, here are some things you might want to think about.

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was and what to expect in 2024.

Monday, November 20, 2023

Alzheimer's disease or any other form of dementia can be extremely challenging. Technology continues to advance and, fortunately, provides many useful tools to assist both patients and caregivers. Read on for some helpful items.

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Thursday, November 9, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. Financial mistakes during the process can be costly, so a list of common mistakes is provided for awareness.

Tuesday, November 7, 2023

Tax changes may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 overhauled the tax code and lowered marginal tax rates. Most TCJA provisions are set to expire at the end of 2025 and will revert to the prior code.

Tuesday, October 17, 2023

Both the original SECURE Act and follow-on SECURE 2.0 have provisions that significantly affect retirement financial plans. This article reviews several important aspects of changes included in SECURE 2.0.

Tuesday, October 3, 2023

As the end of the year approaches, now is a good time to consider year-end strategies. What should you be thinking about to position yourself for 2023 and beyond?

Tuesday, September 26, 2023

While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can actually be traced back to ancient philosophers and mathematicians. What is the history of AI and how might it affect tomorrow?

Tuesday, September 12, 2023

Social Security is designed to offer stability and supplemental income that play an important role in your overall retirement strategy. It can be complicated, though, so we've compiled answers to the most common questions.

Tuesday, September 5, 2023

September has historically been the worst month for stock returns. Why is this and what strategies might you consider with this historical knowledge?

Tuesday, August 22, 2023

Safeguarding your personal and financial information is vitally important. Arming yourself with the knowledge of phishing techniques and warning signs can help you avoid becoming a victim.

Monday, August 7, 2023

Financial literacy is vitally important to your child's success in life. What specific money management tips should you consider when sending your child off to college?

Tuesday, August 1, 2023

What parents and grandparents need to know about FAFSA, recent changes to FAFSA and how FAFSA impacts college financial aid.

Tuesday, July 25, 2023

Do-It-Yourself (DIY) investors typically possess higher level of financial literacy. However, implementation does not always proceed as intended. Here are several common mistakes that crop up during implementation for DIY investors.

Tuesday, July 11, 2023

529 plans are a great way to save for college on a tax-advantaged basis. What do you do in the event that your child does not attend college? Provisions in the recently passed SECURE 2.0 Act provide a possible solution to this issue.

Thursday, July 6, 2023

What is a Health Savings Account (HSA)? What are qualifications to using one? What are advantages, disadvantages and how can I use the contributions?

Monday, June 19, 2023

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...

Wednesday, June 14, 2023

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...

Thursday, May 25, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...

Thursday, May 11, 2023

Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...

Friday, April 28, 2023

Fun fact: You probably have dozens of credit scores out there, and each one might be a different number.You’re probably familiar with a credit score, why it’s essential, and what it’s used for, but do you know how...

Monday, April 17, 2023

Discussing personal finances is important for any couple preparing for marriage. However, this topic can be more complicated for those who remarry later in life.If you’re remarrying later in life, one of your goals should be to...

Wednesday, April 12, 2023

As we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from having to make medical and financial decisions to determining assisted...

Monday, March 20, 2023

Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only 28 percent of parents speak to their...

Monday, March 6, 2023

Transitioning from Private Health Insurance Plans to MedicareAs you approach retirement age, you may be anticipating transitioning from your private insurance to Medicare, which is a federal health insurance program that provides...

Wednesday, February 15, 2023

According to the Investment Company Institute, near the end of 2022, there was more than $4.7 trillion in cash sitting in U.S. money market funds.1,2While cash can play a role in a diversified portfolio, historically, cash has not kept...

Wednesday, December 14, 2022

When you retire and start taking systematic withdrawals from your portfolio, the ups and downs of the market can have a significant impact on your portfolio longevity if you don't have a plan and pay attention to sequence of returns risk.

Wednesday, October 19, 2022

Do you know the basics of Medicare? What does Part A, Part B, Part C and Part D mean? Medicare can be confusing and knowing the basics will help you select the best alternative for your situation.

Thursday, July 14, 2022

Emotions can be a detriment to successful investing. When volatility is at its worst, it's important to stay the course.

Sunday, January 30, 2022

An important, but often overlooked, aspect of your financial plan is making sure your various account beneficiary designations are in order. The process should also include tax considerations to maximize amounts that go to your heirs.

Tuesday, November 30, 2021

What easy-to-implement actions can be taken to reduce taxes at the end of the year?

Thursday, October 28, 2021

If your employer offers a high deductible healthcare plan with eligibility for a Health Savings Account (HSA), should you consider the plan? What is an HSA and how might it be of benefit?

Tuesday, September 28, 2021

When should you contribute to a traditional or a Roth retirement account?

Wednesday, September 1, 2021

Congratulations, after years of hard work and successful planning, you’ve achieved financial independence and are ready to start withdrawing your hard-earned savings!  Which accounts should you start drawing from first?

Monday, July 26, 2021

If you have investments scattered between standard brokerage, retirement and Roth accounts, can these assets be distributed amongst the accounts to optimize after-tax performance?

Friday, June 4, 2021

In developing a financial plan, advisors commonly use the phrase “probability of success.” Probability of success may not actually represent your chance of success and you may be better off considering the probability of future adjustments.

Friday, April 30, 2021

How might a financial planner be of benefit for a financially secure, do-it-yourself investor?