The Coronavirus and Your Portfolio
On February 19th the U.S. stock market reached new highs, continuing a bull market which is almost 11 years old. But the celebration was short-lived...
When It’s Time to Review Your Estate Plans
Estate plans aren’t static documents. You don’t just write them, tuck them away in your important papers file and forget about them. Life is filled...
When You Are the Beneficiary of an IRA
Immediately after the loss of a family member, deciding what to do with the deceased’s IRA may not seem important. Still, if you’re the beneficiary,...
The Importance of a Good Withdrawal Plan
So, you’ve developed a financial plan for your future. You know how you’re going to accumulate the savings and investments needed to provide a comfortable...
Credit Card Benefits You May Not Know About
Most of us know the number one rule for using credit cards is to avoid building up a balance we can’t pay off promptly. What...
Estate Planning Misconceptions
Many people postpone creating an estate plan because considering their demise is unsettling. Others make false assumptions that cause them to neglect this important task...
Don’t Shred Those Tax Documents Yet
You've completed your taxes for the year and now you're wondering what to do with that pile of records, 1099s, receipts and bank statements. The...
5 Reasons to Set Up Your Online Social Security Account
For many of us, Social Security has a part in our financial plans for retirement or later stage of life. Even if you're years away...
Where to live as we age?
One of the most stressful decisions as you age is whether to stay in your current home or consider other alternatives. According to a survey...
