Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to […]
Articles
Videos
Articles
The Business Cycle
What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they […]
Important Birthdays Over 50
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to […]
Buying a Home
When people talk about the American Dream and what it means to them, buying a house is often near the […]
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to […]
Password Protection Strategies
We all know that the more complicated a password is, the better. They should include a mixture of numbers, punctuation […]
Videos
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.