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Are You Considering a Career Change?
December 19, 2016

These days, it’s rare to meet someone who has stayed with the same employer for decades. We tend to look for new opportunities, either for better pay and benefits, or to build a more personally satisfying career. And of course, sometimes change is inevitable when downsizing or job loss forces…

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Charitable Donations Can Provide Valuable Tax Deductions
December 12, 2016

In addition to your holiday shopping and festivities, you might feel like contributing to a charity at this time of year. But because your charitable donations can help you earn a valuable tax deduction, it’s important to learn the rules regarding these tax incentives. Choose the right charities. You probably…

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Do You Need to Play Catch-Up on Your Retirement Savings?
December 5, 2016

According to a recent survey, only 24 percent of baby boomers felt confident that they would have enough money to last throughout retirement. An alarming number (45 percent) had no retirement savings at all, and 42 percent had saved less than $100,000. Whether you fall into the confident group, or…

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You Might Regret These Decisions in Retirement
November 21, 2016

The road to retirement can be winding, bumpy, and full of potholes. It can be difficult to know whether you’re ready to retire, or how to plan your distributions so that your money will last for the rest of your life. Obviously, working with a skilled financial advisor can help…

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6 Smart Financial Habits for the Holidays
November 14, 2016

It’s that time of year again! No matter how carefully you’ve planned and budgeted in the past, there’s always the temptation to overspend during the holiday season. A festive mood (and a bit of social pressure) can push even the strongest among us to whip out the credit card one…

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Five Secrets to Building Wealth
November 7, 2016

With one percent of people now owning half of the world’s wealth, it might make you wonder if wealthy people have some sort of secret that the rest of us just haven’t learned yet. And actually, that might be true to some extent. There are certainly things you can do…

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New Social Security Rules on the Horizon
November 2, 2016

Whether you are currently retired or still a member of the workforce, there’s a good chance that part of your retirement income will come from Social Security benefits.  Since the Administration makes changes to the program on a regular basis, you can’t just make retirement plan and then forget about…

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Should You Consider A Cash-Value Life Insurance Plan?
October 24, 2016

Are you currently maxing out your retirement plan contributions, but still looking for a way to expand your savings opportunities? Do you fall into one of the higher tax brackets, and need a way to pass assets to your heirs while bypassing the estate tax? There are several reasons that…

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What is the Most Important Factor for Retirement?
September 26, 2016

When we talk about retirement planning, we tend to focus on the financial end of things. After all, it’s what we do! We want you to be financially secure, so that you’re free to enjoy the other aspects of your retirement years. But what are those other factors, anyway? According…

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4 Simple Ways to Maximize Your Retirement Savings
September 19, 2016

For those who earn a higher-than-average income, a common mistake is thinking that you have time to worry about retirement later. After all, you have plenty of income to play catch-up, and right now you should be enjoying life, right? You might have time to build a healthy retirement fund…

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