Blog

Monday, April 19, 2021

One of the most frequent questions clients ask me is, “What is the difference between a Will and a Trust?” I often start by telling them the similarities between the two. Both a Will and a Trust do the following: Appoint a...

Thursday, March 18, 2021

One year into the global pandemic, President Biden has signed into action a new $1.9 trillion stimulus package known as the American Rescue Plan Act. It’s designed to help the American people continue to recover from the...

Sunday, February 7, 2021

For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are good reasons to set up your online Social...

Monday, January 4, 2021

Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill that provides greater unemployment benefits and additional stimulus payments to individuals and families, as well as more...

Saturday, December 19, 2020

When you change jobs, it’s critical to remember to create a plan for past employee sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all...

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Saturday, December 5, 2020

Any financial professional or investment manager will tell you: because of compound interest, the earlier you start saving and the longer you let your investments percolate in the market, the larger your nest egg will be in retirement...

Saturday, November 28, 2020

Preparing for retirement is complex for many reasons. With improved medical care, a person retiring today at typical retirement age may need their savings to last 30 years or more, making it necessary for retirement funds to sustain a...

Saturday, November 21, 2020

With US Stocks surging to new highs each week, it is a good time to revisit portfolio allocations, as well as history and see what we might learn from our past experiences. While "past performance is not indicative of future results," it is

Sunday, November 15, 2020

We know, at times, that retirement decisions can be confusing and there is substantial information surrounding the investment vehicles that can be utilized to reach your retirement goals. We thought we’d send along some...

Saturday, November 7, 2020

Election years come with anticipated market volatility since elected administrations implement critical policies that will impact the economy. Many wonder what influence the outcome will have on markets and, subsequently, personal...

Saturday, October 31, 2020

The stock market has its ups and its downs – it’s a lot like life that way. Another similarity? How you navigate the speed bumps you encounter along the way determines how successful your journey will be.During a round of...

Wednesday, October 21, 2020

In Part 2 of our series "Behaving Your Way to Wealth," we are exploring how Good Behavior can lead to Investment Success and Poor Behavior leads to a lifetime of lost potential wealth. Perhaps no year since 2008 has tested the mettle...

Saturday, October 17, 2020

As we roll into Fall, we wanted to send along a reminder that the Medicare annual open enrollment period begins October 15th and ends December 7th. During this time, Medicare beneficiaries can change their Advantage plan or Part D...

Thursday, October 15, 2020

Our newsletter this month discusses a few misconceptions about social security while sharing some truth, covers a handful of really good reasons to start investing, how women can prepare for retirement, and bridging the confidence gap...

Saturday, October 10, 2020

When it comes to retirement, everyone has a different vision. But the path there is the same: you work, you save, and hopefully at some point you’ve saved enough that you can stop working and do something else. How much work...

Saturday, October 3, 2020

September was Life Insurance Awareness Month, making it a good time to review things you may not know about life insurance, such as: Policies differ widely. Term life insurance pays out a death benefit if you die within the specified...

Saturday, September 26, 2020

Our newsletter this month features an overview on when to talk to your financial professional about changes in your situation, if your retiree health care coverage goes with you overseas, includes a pre-retirement checklist to...

Wednesday, September 23, 2020

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Wednesday, September 16, 2020

Election Year Politics and Stock Market Forecasts A recent New York Times article discussed the stock market impact of Joe Biden winning the 2020 presidential election. The article quoted Lori Calvasina, head of US equity strategy at...

Saturday, September 12, 2020

The stock market’s ups and downs are unpredictable, but history supports an expectation of positive returns over the long term. For the best shot at the benefits the market can offer, stay the course.

Wednesday, September 9, 2020

Financial markets are volatile…it’s the nature of the beast when so many dollars, traders, brokers and investors are involved. And if you’ve been out of the market, you’ve missed some huge growth opportunities....

Monday, August 31, 2020

The number one goal in preparing for retirement is to accumulate wealth over time, and there are many tips and tricks to navigating your saving years that can maximize your money and minimize risk. One of these is to create an...

Saturday, August 22, 2020

Hope you’re well and staying healthy! As you know, we (both as individuals and as a country) have gone through many changes lately due to the impact of the COVID-19 coronavirus and federal lawmakers’ response to it via the...

Saturday, August 15, 2020

When you have a family, life can be very full. Between a house, a job, a spouse, kids, and the rigors of everyday life, it can be hard to fit in everything that’s important to you.But finding some balance is critical, especially...

Saturday, August 8, 2020

2020 may be a year that none of us ever forgets, for many reasons. But here’s one positive: Roth IRAs can be particularly beneficial for financial planning in the current tax and economic environment. A major incentive for...

Wednesday, August 5, 2020

Who needs life insurance? If your job offers group life coverage, should you take it? Do you need more than that? Should it be temporary (term) or permanent? And for how much coverage? How do you know?Life insurance can be complicated...

Saturday, August 1, 2020

There are many different strategies that can be used to take full advantage of investing opportunities and help you reach your financial goals; one such strategy is called Dollar Cost Averaging (DCA). Dollar Cost Averaging is...

Tuesday, June 23, 2020

Now open: our new online home! Exciting news: we have a beautiful new website! We’d love for you to come take a look.We are thrilled to announce the launch of our brand new website. We created our site to improve the level of...

Thursday, June 18, 2020

While some of the states that relaxed social distancing measures are experiencing a surge in COVID-19 cases, decreasing trends are being seen in several east coast states. Additionally, gained knowledge on the spread of the virus has...