Broker Check

Blog

Wednesday, May 8, 2024

Have you ever wondered how you would manage if you suddenly fell ill or were in a debilitating accident? What would you do if you’re unable to earn a living or financially take care of yourself and your loved ones? According to data...

Wednesday, May 8, 2024

529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and...

Wednesday, May 8, 2024

The Free Application for Federal Student Aid (FAFSA) is the means by which students obtain their fair share of the billions of dollars in Federal, state, and college financial aid to help defray the cost of college. The problems affecting..

Wednesday, May 8, 2024

During your working years, you’ve probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings...

Thursday, April 4, 2024

One skill that doesn’t lose value even as you age is financial literacy. Seniors struggle with maintaining a fixed income essential for comfort and increasing medical needs. They’re also increasingly vulnerable to fraud, making them...

Show All

Thursday, April 4, 2024

Have you ever wondered about retirement beyond the savings account? Your retirement should be more than just numbers on a statement. Go beyond financial planning and think about a holistic lifestyle. Here is a guide to help you prepare...

Thursday, April 4, 2024

Even before your children can count, they already know something about money: it’s what you have to give the ice cream man to get a cone or put in the slot to ride the rocket ship at the grocery store. So, as soon as your children...

Thursday, April 4, 2024

Working from home can certainly provide you with personal benefits, such as a flexible schedule and more family time. But increasing numbers of people are discovering the tax advantages as well. It’s no secret that you generally can’t...

Thursday, April 4, 2024

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what...

Thursday, March 7, 2024

What if you’re saving as much as you can, but still feel that your retirement savings goal is out of reach? As with many of life’s toughest challenges, it may help to focus less on the big picture and more on the details.

Thursday, March 7, 2024

One reason for the establishment of the U.S. Education Department (ED) in 1979 was to assist students in paying for a post-secondary education. Like corporations that market to consumers, the ED conducts much of its business...

Thursday, March 7, 2024

If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital....

Thursday, March 7, 2024

Business owners hire their children for sound reasons such as instilling a strong work ethic, teaching responsibility, encouraging entrepreneurship, reducing taxes, and saving for a college education. The Tax Cuts and Jobs Act of...

Thursday, March 7, 2024

Buying insurance is about sharing or shifting risk, but you may think you’re covered for specific losses when, in fact, you’re not. Here are some common coverage gaps to consider when reviewing your own insurance coverage....

Friday, February 9, 2024

One of the questions we often get, particularly from newer investors or people who are moving into another stage of their investment lives, is “how can I gauge my risk tolerance?” Risk tolerance is an investment term...

Friday, February 9, 2024

The 20s are a wild decade. One moment you’re graduating college, without a worry (just a bit of student debt) in the world, the next, you are hitting the big 3-0. There are two types of people in the world — those who get...

Friday, February 9, 2024

The Covid-19 pandemic exposed how financially vulnerable many people are and forced us to rethink everything we once knew about money management. The impact of the coronavirus revealed the harsh truth of how unpredictable the future...

Friday, February 9, 2024

There are a lot of articles aimed at people who realize as they grow closer to retirement, they will not be able to generate enough income in retirement to meet their needs. They include tips like: Delay retirement: 65 is just a number...

Friday, February 9, 2024

There are such things as good and bad retirement accounts, but which is which often depends on your situation. Take traditional and Roth IRAs, for example. They’re similar in a lot of ways, but one of them is probably going to...