Celebrate Our Nation’s Independence and Secure Your Financial Freedom

The 4th of July, a celebration of our great nation’s independence, is here once again! What that also means is that you’ll be bombarded with all the big sales on everything from outdoor grills and cars, to mattresses and televisions. Unfortunately, for many the 4th seems to have evolved into nothing more than a big retail holiday, but let’s not forget the true [...]

2018-07-02T19:17:50-05:00July 2nd, 2018|Financial Planning|

3 Quick Tips to Help Get Your Savings On Track

If there’s one thing that we can all agree on, it’s that we lead busy lives. Whether you’re in your final years of working or early stages of retirement, it’s important that you carve out enough time in order to do the things you love, with the people you love. But, the all important question [...]

2018-06-26T01:02:22-05:00June 11th, 2018|Financial Planning|

Memorial Day – A Time to Remember and Honor

Well, we made it through another winter and now the unofficial start to summer has begun. That’s right, with this weekend’s celebration of Memorial Day, the time to fire up the grill and gather with friends and family is officially here. Unfortunately, that’s the first thing that comes to mind for many people when celebrating [...]

2018-05-29T18:04:01-05:00May 29th, 2018|Financial Planning|

Let’s Talk Long-Term Care Planning

No matter how healthy you are right now, or “plan” to be later on in life, it’s essential for you to protect your retirement savings from potential Long-Term Care (LTC) and other health-related expenses. Without a solid plan in place that addresses the potential expenses associated with LTC and health risks, your savings could be [...]

2018-05-21T17:33:31-05:00May 21st, 2018|Financial Planning|

Tariffs or No Tariffs… Are You Prepared for a Changing Market?

If there’s one thing that’s for certain about the market, it’s that nobody knows what will happen next. Recently, the Trump administration announced new steel and aluminum tariffs.  Tariffs are special taxes that the government places on a product being imported from a foreign country. The new law creates a 25% tax on any foreign [...]

2018-03-26T21:58:58-05:00March 26th, 2018|Financial Planning|

3 Steps to Crash-Proof Your Retirement Plan

Source: Factset The post-recession bull market is starting to slow down as evidenced by yesterday’s worst single-day point decline in Dow history. The previous record was set on September 29th, 2008 when the Dow fell 777 points. Now, it’s more important than ever to make sure that your retirement plan is ready for anything. By [...]

2018-04-09T18:46:47-05:00February 6th, 2018|Financial Planning, Retirement|

3 Tips to be Financially Healthy in the New Year

A recent survey by the American Psychological Association said that 62% of Americans report being stressed about money. There’s no better time than New Year’s to review your current situation and make resolutions to be financially healthy in the New Year. However, it’s interesting to note that according to a Nielson survey, only 25% of [...]

2018-04-04T19:54:36-05:00January 3rd, 2018|Financial Planning|

Get the Right Advice

Everyone knows that December starts the holiday season, but for movie fans, it’s also the start of awards season. A slew of great movies are coming to theaters near you, from the historical thriller Marshall to the crime satire Three Billboards Outside Ebbing Missouri. But few movies have gotten more press than Lady Bird, a coming-of-age story that’s now the [...]

2018-04-04T19:54:44-05:00December 19th, 2017|Financial Planning|

Budget with Your Desired Lifestyle in Mind

Although one of the most common retirement planning questions is, “How much money will I need for a successful retirement?”, it may be more important to focus on how much income you’ll need during each of your retirement years. And, in order to do that in an effective manner, you’ll want to try and create [...]

2018-04-04T19:54:52-05:00December 12th, 2017|Financial Planning, Retirement|

Quick Tips for Your Charitable Giving Strategy

Philanthropy is an important aspect in many people’s lives because there’s no better feeling than knowing you’re doing your part to help a great cause, and to help improve the lives of those less fortunate than you. And, giving your hard-earned retirement dollars to charity can be a highly tax-efficient use of your savings. But, [...]

2018-04-04T19:54:56-05:00December 8th, 2017|Financial Planning|
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