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Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has some application to investing. Over time, certain asset classes may perform better than...

Reality Check On Your Retirement Savings

Reality Check On Your Retirement Savings

Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough funds to your retirement account. With folks routinely living into their 80s and 90s, it’s more...

Wealth Building Strategies While Raising a Family

Wealth Building Strategies While Raising a Family

Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart investing. Building a career and raising a family requires management skills. Juggling your time, priorities, and money now while...

Grant Peace of Mind with a Financial Inventory

Grant Peace of Mind with a Financial Inventory

Suppose, during the middle of the workday, you receive an urgent phone call. It is the local hospital informing you that your elderly, widowed father has been the victim of a serious car accident and lies unconscious in the emergency room. When you arrive at the...

Life Insurance and Divorce

Life Insurance and Divorce

Protecting Your Family’s Future Sometimes in life, things don’t work out as planned. One of the most trying examples is when a couple decides they can’t make their marriage work and, subsequently, files for divorce. Divorce can take a significant financial and...

Choosing the Right 401(k) for Your Employees & Your Business

Choosing the Right 401(k) for Your Employees & Your Business

Implementing a 401(k) plan for your employees is good business. It means you're thinking strategically, that you care for your employees, and are focused on the long-term health of your company. Implementing a retirement plan: Can help you attract and retain top...

Inheritance Planning Can Help Avoid Headaches

Inheritance Planning Can Help Avoid Headaches

Your financial professional can help ensure you leave your estate in the best possible way Families inherit money and sometimes make the right moves investing and spending. Inheritances can also ignite disruption, divorce and a host of bad behavior far from the hopes...

How Are Workers Preparing for Retirement?

How Are Workers Preparing for Retirement?

In general, workers seem to begin preparing for retirement almost as soon as they get their first job. However, according to the 2021 Retirement Confidence Survey by the Employee Benefit Research Institute (EBRI), retirement preparations do vary a bit by age group....

Caring for Aging Parents

Caring for Aging Parents

Many adults have aging parents who are in need of living and health care assistance. There are a number of resources today that can help them grow old gracefully, either in their existing home or in a facility, along with multiple options for financing the cost of the...

Rising Inflation: Where Will It Go from Here?

Rising Inflation: Where Will It Go from Here?

In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. Over the previous 12 months, the increase was 2.6%, the highest year-over-year inflation rate since August 2018. (By contrast,...

Donor-Advised Funds: A Solution to Gifting with Tax Benefits

Donor-Advised Funds: A Solution to Gifting with Tax Benefits

Gifting, for many investors, is about the philanthropic support they want to give charities. Gifting to help make the world better by benefitting society is one reason many families choose to donate. The charitable giving tax deduction they received in the past was a...