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We work hard to create articles every week for our valuable clients (like you!).

We feel it's critical to keep you updated on the market and the latest tax strategies, provide inspirational quotes and tips for life's many pleasures, like cooking and golf. 

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Tuesday, January 3, 2023

As a responsible adult, you know that you need to have auto and home insurance. But that doesn't mean you have to break the bank to get it. In fact, you have many options to keep your rates low. On average, most homeowners pay...

Tuesday, January 3, 2023

Debt is something that no one ever wants to deal with, but unfortunately, it’s something that many people must face. When someone dies, their estate is passed on to the beneficiaries listed in their will. This may include assets...

Tuesday, January 3, 2023

January is often dubbed "divorce month" as it's the time when many couples call it quits. The reason for this surge in divorce filings is unclear, but experts speculate it could be due to the holidays (when people are not willing to...

Tuesday, January 3, 2023

You may have heard the saying, "it's never too late to learn." Well, that is certainly true when it comes to retirement planning. Even if you are considering retirement, there is still time to make smart decisions to help ensure a...

Tuesday, January 3, 2023

The current generation of retirees faces a greater risk of running out of money during retirement than any previous generation. Most retirees estimate they will spend less after retirement, but that is not always the case. Some...

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Tuesday, January 3, 2023

Home Alone Nearly one-third of all seniors live by themselves, according to the U.S. Census Bureau. That's close to 14 million seniors aging alone. This suits some seniors just fine, however it’s vital for seniors living...

Thursday, December 1, 2022

Career success isn’t a matter of luck. The Glassdoor website shares these tips, backed by science, for getting to the top.

Thursday, December 1, 2022

There is no doubt that a global recession would have significant impact on businesses and individuals worldwide. During the Covid-19 pandemic, the United States reported the highest unemployment rate since the Great Depression. Many...

Thursday, December 1, 2022

Estate Planning may seem intimidating, but it’s a necessary step in your financial planning process to protect your loved ones. Depending on the amount of your assets and other factors such as ownership in a business, estate...

Thursday, December 1, 2022

The end of the year is a time for reflection and goal setting. It's also a great time to do financial housekeeping and ensure you're on track for a successful year ahead. After all, planning can save you a lot of money and stress down...

Thursday, December 1, 2022

Most people don't think about long-term care until they or a loved one needs it. Long-term care is a type of care that includes personal and medical care services for people with chronic illnesses or disabilities. Long-term care...

Thursday, December 1, 2022

It's never too early to start planning for retirement. The journey of financial independence begins now, and your decisions today will shape your retirement life. If you are a retiree, you have the potential to benefit from several...

Tuesday, November 1, 2022

Thanksgiving is a holiday that surrounds two of the most beloved ideas. Food and family. Whether you’ve been visiting grandma’s house for the last 15 years or you’re hosting for the first time, the same Thanksgiving...

Tuesday, November 1, 2022

Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you're self-employed, you'll need to pay your own FICA taxes and take charge of...

Tuesday, November 1, 2022

A Heritage of Social Investing One thing that might surprise you about Socially Responsible Investing (SRI), also called Impact Investing, is that it isn’t a recent phenomenon – not even close. In the 18th century the...

Tuesday, November 1, 2022

Imposter syndrome—the feeling that you’re not as talented as you think you are—is a common affliction that can hold you back in your career. To overcome the insecurity, follow this advice from the Inside Higher Ed...

Tuesday, November 1, 2022

The relationship between mid-term elections and the stock markets have been well documented since 1946. This year’s mid-terms are expected to sway the current 50/50 split in the Senate to either side with 35 senate seats up for...

Tuesday, November 1, 2022

Being in debt can be a stressful experience. It can feel like you’re barely scraping enough money together to cover your monthly expenses and save a few extra bucks just in case something unforeseen comes along. Since most people...

Tuesday, October 4, 2022

By now, you know that on August 24th, President Biden announced that the U.S. Government plans on forgiving $10,000 in student loan debt to those who qualify. But what are the qualifications? The U.S. Department of Education has...

Tuesday, October 4, 2022

The World Health Organization reports that breast cancer is still one of the two most frequent kinds of cancer worldwide, and it accounts for 5% of all cancer-related fatalities each year. In any given year, more than 265,000 people in...

Tuesday, October 4, 2022

The Federal Reserve authorized another massive increase in interest rates, signaling that further rate hikes are anticipated in the coming months as it seeks to cool off runaway prices. On Wednesday, September 21st, the Federal...

Tuesday, October 4, 2022

Starting a new career is always difficult, but the challenges can be even more daunting when you’re over 50. Don’t be discouraged, though. AARP has some advice for getting hired when you’re no longer a spring...

Tuesday, October 4, 2022

There is a time each year, usually in the fall, when individuals can enroll in health insurance, make changes to their existing plan, or drop their coverage altogether. This time is known as the open enrollment period.  Open...

Tuesday, October 4, 2022

Medicare is a health insurance program of the United States government that subsidizes healthcare services. People of retirement age (65 and up), younger people who meet certain health criteria, and those with particular conditions are...

Tuesday, August 30, 2022

They say success depends not on what you know but who you know. Skills and experience are important but knowing the right set of people can definitely help you advance and thrive in your career. GQ recommends surrounding yourself with...

Tuesday, August 30, 2022

As your kids or grandkids start college this fall, remember that grades aren’t the only thing to pay attention to. Stay on top of your physical and mental health as you ease into college life with this advice from the Chapman...

Tuesday, August 30, 2022

While the professional pundits debate when or if an economic recession is imminent, it may be a good idea to ensure you’re prepared, nonetheless. It doesn’t hurt your bottom line to take a step back and self-evaluate. Learn...

Tuesday, August 30, 2022

The pandemic has influenced all our lives in different ways, some tragic, but also some that have made us rethink our needs and goals. Some of us have decided they want a new type of career; some have devoted more of their lives to...

Tuesday, August 30, 2022

The emails begin pouring in at the beginning of August when you’re not even thinking about the impending school year. Before you know it, you’re getting a list of items that your child needs to start their school year off...

Tuesday, August 30, 2022

There’s nothing exciting about life insurance. But it’s not meant to get you hyped up. It’s meant to take care of you and your loved ones. Life insurance is designed to protect your income in the unfortunate event of...

Tuesday, August 2, 2022

If you’re approaching your 65th birthday, odds are you’ve been inundated with documentation and advice about your social security options. It’s crucial to make sure you’re on solid ground with your finances as...

Tuesday, August 2, 2022

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a...

Tuesday, August 2, 2022

Electric vehicles (EVs) are becoming more commonplace each day thanks to innovative battery technology, marketing centered around climate change and fuel efficiency, and the fact that they are just plain cool. They are technological...

Tuesday, August 2, 2022

There are always pitfalls when building a financial plan. Retirement, included. Understanding and avoiding these 6 retirement mistakes will help you build a strong, secure and flexible retirement plan for you and your loved ones.Not...

Tuesday, August 2, 2022

Even with the Federal Reserve increasing interest rates on loans, we are still in the midst of our current inflation crisis. The optimist will say that we will weather this storm and come out better for it. The pessimist will have the...

Thursday, July 7, 2022

It's easy to see how inflation affects your daily life. Gas prices are higher. Electric bills are steeper. Wallets are thinner. But what inflation does to your investments isn't always as obvious. Let's say your money is earning 4% and...

Thursday, July 7, 2022

Follow these 10 money-saving travel tips when planning your next vacation to help make it more affordable, but it can be expensive to travel. However, there are ways to experience the trip of your dreams on a budget. Follow these...

Wednesday, July 6, 2022

Obtaining life insurance is a benchmark for many adults when building their portfolio. Earning income is one thing but protecting it for your loved ones upon your death is quite another. The primary objective of life insurance is...

Wednesday, July 6, 2022

A successful investor maximizes gain and minimizes loss. There's never a guarantee that any investment strategy will be successful. All investing involves risk, including the possible loss of principal. Here are six basic principles...

Wednesday, July 6, 2022

Frugal people are known for not spending money. This reputation harbors much truth, but not always. Frugality doesn’t mean pinching as many pennies as possible, it’s also a long-term strategy to save money. If you see a...

Thursday, June 2, 2022

Each generation – Gen Z, Millennials, Gen X and Baby Boomers – are at different moments in their lives that require their own age-specific financial goals and stress points. Learn where your financial focus should be today.

Thursday, June 2, 2022

The Achieving a Better Life Experience Act of 2014 provides much needed assistance for Americans with disabilities to design a financial plan to alleviate potential stress if they’re unable to perform their jobs.

Thursday, June 2, 2022

Harness the power of your Amazon Prime Membership with these helpful tips. Find out more about Prime Wardrobe, Amazon Fresh, Amazon Smile and more.

Thursday, June 2, 2022

Digital wallets are here to stay. They handle digital funds, credit cards, gift cards and more. Learn how to capitalize on this technology for your daily life.

Thursday, June 2, 2022

Having a financial plan in place for your child is essential. It’s important to understand the potential issues that could arise during that process.

Monday, September 23, 2019

The Week on Wall Street Investors reacted to two major news items last week, one far more of a surprise than the other. The Federal Reserve did indeed make a rate cut, matching Wall Street expectations. Drone strikes on two of the...

Monday, September 16, 2019

Stocks edged toward all-time peaks during a relatively calm week marked by easing trade tensions. Friday marked the eighth straight daily advance for the Dow Jones Industrial Average. [1] Small-cap shares, as tracked by the Russell...