Blog
Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.
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What Are Stock Splits?
Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes it a great time to discuss what’s involved when a company announces a stock split. Remember, any companies...
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Social Security: Five Facts You Need to Know
Social Security can be complicated and, as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind: 1. Social Security...
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Pro tip: apply for Medicare early.
If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can...
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Managing Anxiety Thorugh Charitable Giving
How are you holding up? If you’re like many of us, you’re probably feeling some level of anxiety regarding the COVID-19 outbreak. And that’s okay. We’re living in a time when feeling helpless is understandable....
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The SECURE Act- What You Need To Know
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive...
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The 6 Most Overlooked Tax Deductions
Who among us wants to pay the IRS more taxes than we have to?1 While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six...
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3 Bad Habits Undercutting Your Efforts to Build Wealth
Are you undercutting your efforts to build wealth? Good money habits can help you save and invest for the future. Bad habits can leave you treading water financially. Let's review three bad money habits to avoid. 1. Not saving enough:...
Read MoreA Look at Diversification
Ancient Chinese merchants are said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates, the rest stood a...
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