Broker Check

Blog

Wednesday, April 14, 2021

“The real key to making money in stocks is not to get scared out of them.” - Peter Lynch They say April showers bring May flowers. Well, after a lot of showers and storms over the past year, flowers are starting to bloom...

Wednesday, March 31, 2021

Whether you've been wondering about boosting your investments' rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle, it may be time to seek advice from a financial...

Wednesday, March 31, 2021

When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even...

Wednesday, March 31, 2021

Remember, it is never too early to start planning for your future... The time to begin planning for your financial future is now. So, when it comes to preparing for retirement, the earlier you start, the better. Here are some steps to...

Wednesday, March 31, 2021

But ask yourself whether there is any real benefit to waiting to file your taxes... The U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes until May 17, giving individuals and businesses another...

Show All

Wednesday, March 31, 2021

Financial feats that were once unheard of—from investing in cryptocurrency to instantly paying someone through an online payment system—have now become commonplace in many parts of the country. But these sophisticated tasks...

Monday, March 29, 2021

A Roth IRA is a retirement savings vehicle like no other. Not only can account holders withdraw their contributions at any time without taxes or penalties, but also these accounts aren't subject to required minimum distributions...

Monday, March 15, 2021

It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that everyone’s life is different today than it was a year ago. It’s...

Monday, March 1, 2021

If you're like many Americans, you may have a few dents and dings on your credit report. As of 2020, around one in five adults has either a "fair" or "poor" credit score, which can impact their ability to qualify for a loan, rent an...

Monday, March 1, 2021

Women play a central role in establishing and preserving family wealth - whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect the financial security of themselves or their...

Monday, March 1, 2021

You’re an entrepreneur and you’re not looking back. You’ve opened your own business, whether alone or with other partners, and you’ve found some success. You’ve hired employees, or not, depending on your...

Monday, March 1, 2021

In 2020, the average FICO score in the U.S. rose to 711, an eight-point increase from 2019.1 When it comes to having healthy credit, your score is the result of many factors. But what specifically goes into someone's credit report, and...

Monday, March 1, 2021

On Saint Patrick’s Day, towns hold festive parades, people head to restaurants to dine on Irish fare, children pinch each other if they don’t wear green, and everything from beers to milkshakes turn the color of shamrocks....

Monday, March 1, 2021

As temperatures warm up, trees begin budding, and the days get longer, you probably throw open your windows and think about spring cleaning your home. As you tackle washing windows, cleaning carpets, and sorting out the garage,...

Monday, February 1, 2021

Retirement is one of the biggest life transitions adults will ever deal with. After 20, 30, or 40 or more years in the workforce, new retirees can find it hard to adjust to the reduced amount of structure in their daily lives. But...

Monday, February 1, 2021

With more and more seniors aging in place, the rise in caregivers who are not health professionals has begun to increase as well. Informal caregivers may find that their work is rewarding, since they ensure that their loved one is...

Monday, February 1, 2021

There comes a point in time when almost every small business owner contemplates the future of his or her business. Because “the business” typically is a substantial asset, an owner must address a number of estate planning...

Monday, February 1, 2021

As of 2018, about 58 million Americans had a 401(k), while around one-third of households owned an individual retirement account (IRA).1, 2 Yet for as commonplace as these retirement accounts can be, the nuances of contributions are a...

Monday, February 1, 2021

Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.1⁠ While the number is up slightly from the...

Monday, February 1, 2021

“In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” — Warren Buffett 2021 is under way, as our nation and the rest of the world look to begin to put the global...

Wednesday, January 27, 2021

Tax Season is just week ways, and we wanted to provide some guidance on what to expect and how to plan ahead: The Internal Revenue Service announced that the nation's tax season will start on Friday, February 12, 2021, when the tax...

Tuesday, January 5, 2021

In 2020, the government gave taxpayers an automatic six-month extension due to the coronavirus. Individuals who were affected by the damaging wildfires were also given additional time to meet most tax deadlines. However, in 2021, the...

Tuesday, January 5, 2021

If you are a Millennial or Gen-Zer, buying your first home is likely one of the top priorities on your list. While you may know that you are ready for a house, you may be wondering what considerations you need to make before getting...

Tuesday, January 5, 2021

In an increasingly paper-free society, organizing your financial documents can still be a challenge. No matter how simple or complex your financial picture might be, it takes some thought-out organization to keep your tax documents,...

Tuesday, January 5, 2021

New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your finances...