December 11, 2019

It’s that time of year again. Time to buy gifts for spouses, children, and all the other friends and family who play a meaningful role in your life. Have you finished your Christmas shopping?

If you’re approaching retirement, you may want

to give yourself a gift this yea...

December 11, 2019

Another year is in the books. It’s almost time to turn the calendar to 2020. For many investors, this is the time to look back on the past year and make adjustments for the upcoming year.

The performance of your portfolio in 2019 depends on your allocation and your spec...

February 8, 2019

Valentine’s Day is supposed to be a day for romance and reconnection. For many couples, however, this time of year could be marked by disagreements about money. Nearly half of all married couples argue about financial issues.1

With the new year just starting and tax sea...

January 25, 2019

It’s that time again. A new year is here, which means a volatile 2018 is in the rearview mirror. The markets suffered a steep drop at the end of last year after climbing steadily through the first three quarters. A number of factors contributed to the markets’ fourth-q...

December 20, 2018

Do you have a relationship with a financial professional? Are you thinking about making a change? There are so many financial professionals, offering a range of different styles and services, that it can be hard to know which one is right for you.

It’s important that yo...

July 12, 2018

Original Post

Feel like you’re behind on saving for retirement? If so, you’re not alone. Retirement is a sizable financial challenge for millions of Americans. Fortunately, if you recently turned 50, you can take advantage of catch-up contributions, a powerful savings t...

July 8, 2018

Original Post

According to a recent study from Fidelity, 70 percent of parents want to fully pay for their child’s tuition and education costs. However, the same study found that the average parents are on track to cover only 29 percent of the costs by the child’s fresh...

June 11, 2018

Original Article

Feel like you’re unprepared for retirement? You have company. A recent Gallup study found that more than 50 percent of Americans are worried that they won’t be able to fund their retirement.1

The good news is that even if you are behind or unprepared, it...

May 22, 2018

Original Post

A recent study from MSN found that two-thirds of millennials want to retire before age 65.1 That’s well before Social Security’s full retirement age of 67. While early retirement may be a desirable goal, it can also be a challenging one.

Early retirees face...

May 10, 2018

Original Post

Your retirement plan may be to save as much money as possible. That’s not a bad idea. Your strategy may consist of contributing to a 401(k), an IRA or even a health savings account. When you’re young and have many years until retirement, asset accumulation...

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