Blog

Christmas Shopping Lessons for Investors

By | December 01, 2021

Is that investment an innovation or an improvement on an existing product? As Christmas sales loom, we face an endless array of sparkly, shiny and occasionally innovative items. As an investor, you run into a similar phenomenon that requires you...

4 Year-End Tax Planning Tips for Small-Business Owners

By | November 23, 2021

The past two years presented many small-business owners with unprecedented challenges. This year’s tax planning preparations include necessary measures for small-business owners to satisfy existing, new and modified tax laws that may help small-business owners manage 2021 tax liabilities. Taking...

10 Best Financial Benefits for Military Families

By | November 10, 2021

Members of the military have a lot of special financial challenges that most people don't encounter. However, they have access to many benefits, tax breaks, and legal protections that can make a huge difference in their families' personal finances. Here...

What You Need to Know About Financial Fraud

By | November 09, 2021

Many of us grew up in a world where it was customary to be friendly, courteous, and trusting. Unfortunately, assumptions concerning these standards of conduct can sometimes get us into trouble. Con artists offering a variety of too-good-to-be-true investment “deals”...

Consider the Value of Long-term Care Insurance

By | November 04, 2021

How can you cover the costs of future care for you and your loved ones? Individuals who have worked hard and built up assets over the course of their careers may be particularly concerned that their savings could be affected...

A Helpful Guide to the Affordable Care Act

By | November 01, 2021

If you're part of the one in three Americans who are uninsured or don't have access to an employer-sponsored healthcare plan, the Affordable Care Act (ACA) may be able to help. The ACA allows you to buy health insurance on a...

Data breaches are inevitable – here’s how to protect yourself anyway

By | October 25, 2021

It’s tempting to give up on data security altogether, with all the billions of pieces of personal data – Social Security numbers, credit cards, home addresses, phone numbers, passwords and much more – breached and stolen in recent years. But...

Estate Planning for Everyone

By | October 18, 2021

Have you ever wondered how estate planning might fit into your overall, future plans? Even if you are just starting to build your estate and do not need complex estate planning, here’s a quick look at some steps you should...

Put Yourself in Front of the Savings Game

By | October 11, 2021

Like dieting, budgeting your expenses can benefit from a long-term commitment. However, human nature leads many of us to become frustrated when we can’t immediately have the things we need or want. As a result, the best-laid budgeting plans can...

Wellness Trends that are Here to Stay

By | October 04, 2021

A lot of trends in the health and wellness space leave you scratching your head, saying “Huh?” but there are some that are worth a deep dive. Bone broth Not everyone wants soup made with heavy cream, meat, and veggies, which...

Everything You Need to Know about the FAFSA for 2021

By | October 01, 2021

One of the most important pieces of the college financing puzzle is the Free Application for Federal Student Aid (FAFSA). Without the FAFSA, a college student is unlikely to be able to apply for or receive certain types of federal...

Fall Into a Healthy Routine

By | September 23, 2021

Fall is in full swing, and for most families, so is a return to the school year routine. But for some kids, adjusting back to this schedule can be stressful—and can take a little longer than you’d like to find...

Four Financial Planning Essentials to Ease Your Retirement Fears

By | September 16, 2021

When it comes to planning for retirement, it's easy to get overwhelmed. Putting together a financial strategy can be complicated at any time of life, with changing regulations, ups and downs in the market, and disagreements – even among the...

Four Tips for Gaining Financial Independence

By | September 09, 2021

Over the past July 4th, we celebrated our country’s history of declaring independence and guaranteeing basic human freedoms. But true freedom includes financial independence, as well. Self-sufficiency isn’t guaranteed, but every one of us has the opportunity to achieve it....

Life Insurance: Protection for All Life’s Stages

By | September 01, 2021

As your life changes, your financial needs often change, as well. Regardless of whether you are just starting out in life, are in mid-career, or are at the peak of your earning years, life insurance can help you achieve a...

Think Your New House is a Fantastic Investment?

By | August 24, 2021

Housing is rarely the best use of your money from an investment viewpoint Despite continued low mortgage rates and tales of bidding wars, multiple offers and all-cash closings above asking-price, would-be-home-purchasers should consider being cautious about putting too much money...

Inheritance Planning Can Help Avoid Headaches

By | August 19, 2021

Your financial professional can help ensure you leave your estate in the best possible way Families inherit money and sometimes make the right moves investing and spending. Inheritances can also ignite disruption, divorce and a host of bad behavior far...

Six Months and Counting

By | August 11, 2021

Dear Clients and Friends, Six months and counting. That is the current monthly winning streak for the S&P 500 Index. To take that a step further, this key equity benchmark has posted gains in 13 of the last 16 months—dating...

Taxpayer Appreciation Day—Recognizing Taxpayers’ Contributions

By | August 07, 2021

Though U.S. taxpayers received an extra month to file and pay their federal income taxes in 2021, some are still smarting from having to write a check to the IRS.[1] For many, it can be tough to make the connection between...

Changes to Student Loans and Payments in 2021

By | August 05, 2021

The student loan landscape has changed dramatically since the beginning of the COVID-19 pandemic. From the suspension of interest payments on federal student loans to tax incentives for employers who pay their employees' student loans, there are a number of...

Five Divorce Settlement Pitfalls to Watch Out for, No Matter How Big the Estate

By | July 28, 2021

Bill and Melinda Gates and Settling $140 Billion estate Attorneys say that if both you and your ex-spouse feel like you came out of your divorce thinking you gave up a lot, your settlement was probably fair. Maybe, but often...

How to Teach Your Children Financial Wellness

By | July 21, 2021

Teaching children about financial wellness should start at an early age. Learning how making money, saving, and spending is related and the first step in teaching your child how to understand the value of money. Children learn from parents, mentors,...

Do You Have FOMO When it Comes to Investing?

By | July 15, 2021

Fear-of-missing-out is a very real emotion – but it can derail your portfolio Every day we’re bombarded with reports of what’s hot and what’s not – fueling a fear-of-missing-out (FOMO) on some great investment opportunity. Heck, there is even a...

LPL Financial Research Midyear Outlook 2021: Picking Up Speed

By | July 14, 2021

LPL Research Midyear Outlook 2021: Picking Up Speed is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the speed can be exhilarating as economic growth accelerates, it can also be dangerous....

The Best Money-Saving Travel Tips for 2021

By | July 08, 2021

If 2020 made you fantasize about a trip as soon as travel restrictions were lifted—and you’re still waiting—you aren’t alone. Although 2021 was poised to be a comeback year, it is shaping up to be another summer of staycations or...

Helping Young Adults Understand Insurance

By | June 28, 2021

Insurance should be part of everyone’s plan – and it should evolve too Young adults starting out in life, especially newlyweds, need insurance. But what kind? As a start, a good term life policy likely is a smart move. Other...

Your Retirement Portfolio: Five Things to Consider Before Market Turbulence

By | June 15, 2021

It is human nature to seek advice when things aren't going well or when an unforeseen event occurs. Often, people seek financial advice from a professional only when the stock market and their investments are experiencing turbulent times. Reactive decisions...

Gearing Up For Summer

By Admin | June 07, 2021

As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to recover remarkably quickly and the stock market is...

2021 is the Year to be Money Savvy

By Admin | June 07, 2021

Definition of Savvy: having or showing perception, comprehension, or shrewdness, especially in practical matters. Money Savvy: smart with money, money-wise, financially astute, shrewd. If you started saving for retirement at an early age, chances are you’ll hit your retirement goal. However, if...

Maintaining the Investment You Made in Your Home

By Admin | June 03, 2021

For many Americans, the home is the single biggest purchase made during their lifetime.[1] As a result, it's important to do everything possible to keep it in good condition. Even moderate or short-term neglect can be dangerous, as small problems can...

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