I know we have been communicating a lot with everyone lately, but at times like these we believe that there is no such thing as too much communication. We know information is coming at our clients, friends and relatives from all directions – and not all of it is helpful. […]
When the financial markets get volatile, as they have lately, our resolve and patience get tested. You must ask yourself, “Am I glass half full or glass half empty” person? I’m a glass half full kind of guy, and as a financial planner, I say look for the opportunities the […]
President Donald Trump signed this bipartisan bill into law on Dec. 19, 2019. The Act seeks to aid Americans’ ability to save for retirement. Although there are 29 provisions, LPL Financial has outlined some of the key highlights. As always, we are happy to talk with more about these new […]
Read more about the Coronavirus and its impact on the US economy in an economic research report put together by First Trust. Read Article
To live a long life, you’ll need a healthy supply of money to go the distance with you. The risk of outliving your money is called “longevity risk.” Begin early and follow the good financial habits outlined below, and you’ll increase the likelihood that your money will last as long […]
Linda and Peter are worried about their financial future. “We want our one-year-old son, Raymond, to go to college, but we’re concerned that in 17 years, the cost might be more than we can afford,” says Peter. “We also need to save for our retirement,” adds Linda. “Can we reach […]
With Mother’s Day approaching and summer on its way, we know families may be gearing up to travel. Worrying about what to pack, what kind of identification is required, and how much cash to bring are just a few potential stressors in planning a vacation. But, time away, if properly […]
Many adults are finding that their aging parents are in need of health care assistance. Luckily, there are many options available today to help your parents grow old gracefully, either in their own home or in a facility, and several ways that you can finance the costs of the care. […]
After nearly 10 years of witnessing the U.S. economy and stock market recover—and thrive—some investors are starting to wonder if we’ve seen all that this expansion and bull market have to offer. We believe there’s more room to run, thanks to strong corporate profits and continued fiscal stimulus in the […]
While planning for retirement, our clients often ask us what steps they should take to ensure a secure and reliable financial future as they grow older. The answer is simple, be proactive about your well-being. Just like saving for retirement, you must actively make an investment in your body when […]
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