January 2021 ECONOMIC UPDATE
Stocks rallied in December, fueled by the rollout of multiple COVID-19 vaccines and the signing of...
Read More
Category: Investing
MARKETS & MARRIAGE
Your investment strategy is a lot like a marriage. One day you may feel like everything’s going...
Read More
What to Do with an Inheritance
CONGRATULATIONS! You received an inheritance. If your first instinct is to spend—wait! You’ll need...
Read More
Funding Your Grandchild’s Education: 529 vs Cash
You have a grandchild—congratulations! Whether you’re a new grandparent or have been one for...
Read More
Create YOUR Ideal Retirement Strategy
Across the country, people are saving for that “someday” called retirement. Someday, their careers...
Read More
Your Extended Care Strategy
Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year...
Read More
STOP! Read This Before You Sell Your Home!
It’s that time of year again: house selling season! But this season looks much different. No open...
Read More
Pros and Cons of 401(k) Loans
The CARES Act has affected many Americans, especially retirement planners. Those with 401(k)s and...
Read More
DON’T PANIC! Try These Practical Steps
You will live through several periods of market volatility during your investing lifetime. These...
Read More
Determine Your Risk Tolerance
No two people are exactly alike. Between the varying beliefs, experiences, and needs, it’s easy to...
Read More
3 Financial Moves NOT to Make During COVID-19
Most of America has been on lockdown for the past few weeks to help ease the fight against...
Read More
Pullbacks, Corrections, and Bear Markets: What YOU Need to Know
The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to...
Read More
