Blogs

Aug 9 2022

Image for Turning the Bear Market into a Goldilocks Moment

Turning the Bear Market into a Goldilocks Moment

Aug 4 2022

Image for How do you keep your plan on track and your desired lifestyle in place?

How do you keep your plan on track and your desired lifestyle in place?

Aug 2 2022

Image for Retiring in a Volatile Market: Control What You Can

Retiring in a Volatile Market: Control What You Can

Jul 27 2022

Image for Changing Jobs: What Happens to Your 401(k)?

Changing Jobs: What Happens to Your 401(k)?

Jul 20 2022

Image for Inherited 401(K): A Guide for Beneficiaries

Inherited 401(K): A Guide for Beneficiaries

Jul 14 2022

Image for Mistakes are Expensive: A New Generation Embraces Financial Planning at the Mid-Stage

Mistakes are Expensive: A New Generation Embraces Financial Planning at the Mid-Stage

Jul 12 2022

Image for Staying Safe Around Bears

Staying Safe Around Bears

Jul 7 2022

Image for Is a Self-Directed 401(k) Right for You?

Is a Self-Directed 401(k) Right for You?

Jul 5 2022

Image for Don’t Let Talk of Market Cycles Take You for a Ride

Don’t Let Talk of Market Cycles Take You for a Ride

Jun 30 2022

Image for It’s Not About Inflation, It’s About Volatility

It’s Not About Inflation, It’s About Volatility

Jun 28 2022

Image for Love Is Looking Together in the Same Direction

Love Is Looking Together in the Same Direction

Jun 23 2022

Image for Financial Fitness – Mid-Year 2022 Check-In

Financial Fitness – Mid-Year 2022 Check-In

Jun 21 2022

Image for Tax Planning for Retirement: The Long Game

Tax Planning for Retirement: The Long Game

Jun 14 2022

Image for A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions

A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions

Jun 14 2022

Image for Long-Term Care Insurance: An Evolved and Essential Part of Your Financial Plan

Long-Term Care Insurance: An Evolved and Essential Part of Your Financial Plan

Jun 2 2022

Image for Understanding the Fee-Only, Fiduciary Advisor Model

Understanding the Fee-Only, Fiduciary Advisor Model

May 31 2022

Image for Avoiding the Medicare Surcharge: What You Need to Know About IRMAA

Avoiding the Medicare Surcharge: What You Need to Know About IRMAA

May 26 2022

Image for Is It Time to Sell Stocks?

Is It Time to Sell Stocks?

May 24 2022

Image for Should I Invest in Gold?

Should I Invest in Gold?

May 19 2022

Image for Value Your Business Like It’s Your Retirement Plan, Because it Is.

Value Your Business Like It’s Your Retirement Plan, Because it Is.

May 17 2022

Image for Getting to a Closing in a Red-Hot Real Estate Market

Getting to a Closing in a Red-Hot Real Estate Market

May 12 2022

Image for Retirement Planning: Turning Your Portfolio Into a Retirement Paycheck

Retirement Planning: Turning Your Portfolio Into a Retirement Paycheck

May 10 2022

Image for The Great Resignation: Assessing a Career Change

The Great Resignation: Assessing a Career Change

May 3 2022

Image for Safeguarding and Passing On Your Digital Assets

Safeguarding and Passing On Your Digital Assets

Apr 19 2022

Image for Reducing the Tax Impact of Equity Compensation: The 83(b) Election

Reducing the Tax Impact of Equity Compensation: The 83(b) Election

Apr 12 2022

Image for Meme Investing? Try Human Ingenuity Instead

Meme Investing? Try Human Ingenuity Instead

Apr 5 2022

Image for Cash Flow Planning When You’re Thinking About Retirement

Cash Flow Planning When You’re Thinking About Retirement

Mar 15 2022

Image for Having Successful Money Conversations as a Couple

Having Successful Money Conversations as a Couple

Mar 8 2022

Image for Understanding (and Avoiding) the 'Money Illusion'

Understanding (and Avoiding) the 'Money Illusion'

Mar 2 2022

Image for Maximize Your Medicare Deductions

Maximize Your Medicare Deductions

Mar 1 2022

Image for What Is the Difference Between a Tax Credit and a Tax Deduction?

What Is the Difference Between a Tax Credit and a Tax Deduction?

Feb 23 2022

Image for Are You Eligible for Catch-Up Contributions?

Are You Eligible for Catch-Up Contributions?

Feb 16 2022

Image for Getting to the Point of a Point: Better Understanding the Dow

Getting to the Point of a Point: Better Understanding the Dow

Feb 10 2022

Image for Understanding FDIC Insurance

Understanding FDIC Insurance

Feb 1 2022

Image for Debt: Ways to successfully pay down your debts

Debt: Ways to successfully pay down your debts

Jan 25 2022

Image for How to Invest in Your Health in 2022

How to Invest in Your Health in 2022

Jan 25 2022

Image for Retirement Should Change Your Money Mentality

Retirement Should Change Your Money Mentality

Jan 18 2022

Image for January Is National Financial Wellness Month

January Is National Financial Wellness Month

Dec 28 2021

Image for December Is Identity Theft Protection Awareness Month

December Is Identity Theft Protection Awareness Month

Dec 21 2021

Image for 2022 Contribution Limits

2022 Contribution Limits

Dec 14 2021

Image for Give the Gift of Financial Knowledge: Best Books for Young Investors

Give the Gift of Financial Knowledge: Best Books for Young Investors

Nov 30 2021

Image for Restricted Stock Units (RSU): Understanding Your Equity Compensation Options

Restricted Stock Units (RSU): Understanding Your Equity Compensation Options

Nov 23 2021

Image for Your 2021 Guide to Year-End Charitable Giving

Your 2021 Guide to Year-End Charitable Giving

Nov 18 2021

Image for Top Healthcare Costs in Retirement

Top Healthcare Costs in Retirement

Nov 15 2021

Image for End-of-the Year Money Moves 2021

End-of-the Year Money Moves 2021

Nov 2 2021

Image for RMDs For 2021: Here's What's Changing

RMDs For 2021: Here's What's Changing

Oct 29 2021

Image for How To Retire With a Mortgage

How To Retire With a Mortgage

Oct 26 2021

Image for What Is the Rule of 72? An Introduction For Investors

What Is the Rule of 72? An Introduction For Investors

Oct 19 2021

Image for Preparing for a Single Retirement? 4 Tips for Women

Preparing for a Single Retirement? 4 Tips for Women

Oct 13 2021

Image for Buying a Vacation Home? 5 Questions to Consider First

Buying a Vacation Home? 5 Questions to Consider First

Oct 5 2021

Image for Beginning the Business Succession Process: A Guide for Business Owners

Beginning the Business Succession Process: A Guide for Business Owners

Oct 4 2021

Image for Bill & Melinda Gates Are Divorcing: A Reminder About Protecting Yourself Financially During Divorce

Bill & Melinda Gates Are Divorcing: A Reminder About Protecting Yourself Financially During Divorce

Oct 4 2021

Image for Back to School: 5 College Planning Mistakes to Avoid

Back to School: 5 College Planning Mistakes to Avoid

Oct 4 2021

Image for Are Higher Ed Expenses Tax Deductible? A Quick Reminder for Parents

Are Higher Ed Expenses Tax Deductible? A Quick Reminder for Parents

Oct 4 2021

Image for 2021 Is Halfway Over: How to Conduct a Mid-Year Financial Checkup

2021 Is Halfway Over: How to Conduct a Mid-Year Financial Checkup

Sep 28 2021

Image for Medicare Open Enrollment Begins Oct. 15

Medicare Open Enrollment Begins Oct. 15

Sep 21 2021

Image for What Is a Meme Stock?

What Is a Meme Stock?

Sep 14 2021

Image for Flood Insurance: What Homeowners Need to Know

Flood Insurance: What Homeowners Need to Know

Sep 6 2021

Image for Financially Protect Your Loved One With Disabilities: 4 Next Steps to Take

Financially Protect Your Loved One With Disabilities: 4 Next Steps to Take

Aug 30 2021

Image for ‘Everything Screams Inflation’: How to Interpret the Headlines

‘Everything Screams Inflation’: How to Interpret the Headlines

Aug 24 2021

Image for Does It Pay to Buy Travel Insurance for Your Summer Trip?

Does It Pay to Buy Travel Insurance for Your Summer Trip?

Aug 3 2021

Image for How to Create an Estate Plan

How to Create an Estate Plan

Jul 28 2021

Image for Most Expensive on Record: The Costs and Benefits for Olympic Host Cities

Most Expensive on Record: The Costs and Benefits for Olympic Host Cities

Jul 26 2021

Image for Getting Remarried Soon? Add These 5 Financial Tasks to Your To-Do List

Getting Remarried Soon? Add These 5 Financial Tasks to Your To-Do List

Jul 12 2021

Image for Retirement: What It Looks Like After a Year of Covid

Retirement: What It Looks Like After a Year of Covid

Jul 9 2021

Image for Gifting vs. Inheritance: Which Is Better For My Beneficiaries?

Gifting vs. Inheritance: Which Is Better For My Beneficiaries?

Jun 30 2021

Image for Happy Independence Day! 5 Ways to Find Your Financial Independence This Year

Happy Independence Day! 5 Ways to Find Your Financial Independence This Year

Jun 24 2021

Image for Your Favorite Celebrity Earns Millions, But They Make Money Mistakes Too. 5 Takeaways From Their Financial Snafus

Your Favorite Celebrity Earns Millions, But They Make Money Mistakes Too. 5 Takeaways From Their Financial Snafus

Jun 15 2021

Image for Family Caregivers Deserve Recognition: These Are the Surprising Stats Everyone Should Know

Family Caregivers Deserve Recognition: These Are the Surprising Stats Everyone Should Know

Jun 10 2021

Image for The FAFSA Filing Deadline Is Approaching. Is Your Paperwork in Order?

The FAFSA Filing Deadline Is Approaching. Is Your Paperwork in Order?

Jun 8 2021

Image for Where Does the Travel Industry Stand as Summer 2021 Kicks Off?

Where Does the Travel Industry Stand as Summer 2021 Kicks Off?

Jun 1 2021

Image for How Does Inflation Impact Investors?

How Does Inflation Impact Investors?

May 25 2021

Image for Social Security: The Importance of Getting Your Claiming Strategy Right

Social Security: The Importance of Getting Your Claiming Strategy Right

May 25 2021

Image for What Is an NFT?

What Is an NFT?

May 15 2021

Image for May 15 Is International Day of Families: 4 Ways to Teach Your Kids About Money

May 15 Is International Day of Families: 4 Ways to Teach Your Kids About Money

May 13 2021

Image for Understanding the Correlation Between Mental & Financial Health

Understanding the Correlation Between Mental & Financial Health

May 11 2021

Image for Understanding Inflation in 2021: What Investors Need to Know

Understanding Inflation in 2021: What Investors Need to Know

May 4 2021

Image for May 6 Is World Password Day. Here Are 6 Tools to Safely Store Your Passwords Online

May 6 Is World Password Day. Here Are 6 Tools to Safely Store Your Passwords Online

Apr 22 2021

Image for Financial Investments: When Free Isn't Free

Financial Investments: When Free Isn't Free

Apr 14 2021

Image for Should You Be Utilizing Donor-Advised Funds in 2021? These 4 Tax Benefits May Help Make Up Your Mind

Should You Be Utilizing Donor-Advised Funds in 2021? These 4 Tax Benefits May Help Make Up Your Mind

Apr 8 2021

Image for Survey Says: 80% of Americans Lack Retirement Planning Knowledge. Here's What to Start Doing Differently Right Now

Survey Says: 80% of Americans Lack Retirement Planning Knowledge. Here's What to Start Doing Differently Right Now

Apr 5 2021

Image for You're Biased Toward Your Own Money. Here's What We Can Do About It

You're Biased Toward Your Own Money. Here's What We Can Do About It

Mar 29 2021

Image for Tales from the Crypto: How to Think About Bitcoin

Tales from the Crypto: How to Think About Bitcoin

Mar 23 2021

Image for Estate Planning: What Larry King Taught Us About Wills (and Divorce)

Estate Planning: What Larry King Taught Us About Wills (and Divorce)

Mar 16 2021

Image for The American Rescue Plan Act Has Passed: Here’s an Overview of the $1.9 Trillion Stimulus Plan

The American Rescue Plan Act Has Passed: Here’s an Overview of the $1.9 Trillion Stimulus Plan

Mar 10 2021

Image for You Want to Offer a 401(k) For Your Employees. As a Small Business Owner, These Are the 3 Next Steps to Take

You Want to Offer a 401(k) For Your Employees. As a Small Business Owner, These Are the 3 Next Steps to Take

Feb 25 2021

Image for Taxes in the Era of Corona

Taxes in the Era of Corona

Feb 16 2021

Image for If You’re in the Market For Some New Wheels, Is It Financially Better to Buy a New or Used Vehicle?

If You’re in the Market For Some New Wheels, Is It Financially Better to Buy a New or Used Vehicle?

Feb 8 2021

Image for Trying to Supersize Your Retirement Savings? Consider a Mega Backdoor Roth IRA

Trying to Supersize Your Retirement Savings? Consider a Mega Backdoor Roth IRA

Feb 2 2021

Image for High-Income Earners May Have Trouble Saving For Retirement: Your Guide to Overcoming Some Surprising Roadblocks

High-Income Earners May Have Trouble Saving For Retirement: Your Guide to Overcoming Some Surprising Roadblocks

Jan 25 2021

Image for The Paycheck Protection Program Has Received Additional Funding for 2021. Here’s What Small Business Owners Need to Know

The Paycheck Protection Program Has Received Additional Funding for 2021. Here’s What Small Business Owners Need to Know

Jan 19 2021

Image for What It Takes to Save for Retirement

What It Takes to Save for Retirement

Jan 12 2021

Image for What Financial Changes Could High Earners Face During the Biden Administration?

What Financial Changes Could High Earners Face During the Biden Administration?

Jan 5 2021

Image for Recent Celebrity Deaths Magnify the Reasons You Should Have a Will

Recent Celebrity Deaths Magnify the Reasons You Should Have a Will

Dec 21 2020

Image for What is the Fiduciary Rule and Why You Should Care

What is the Fiduciary Rule and Why You Should Care

Dec 16 2020

Image for A Decade by Decade Approach to a Healthy Retirement

A Decade by Decade Approach to a Healthy Retirement

Dec 10 2020

Image for The Cost of Refinancing Your Mortgage

The Cost of Refinancing Your Mortgage

Dec 1 2020

Image for Donating to Charity This Holiday Season? Keep This CARES Act Tax Benefit in Mind

Donating to Charity This Holiday Season? Keep This CARES Act Tax Benefit in Mind

Nov 23 2020

Image for Your Financial Year-End To-Do List

Your Financial Year-End To-Do List

Nov 16 2020

Image for Investing for Good. What are SRI and ESG Investing?

Investing for Good. What are SRI and ESG Investing?

Nov 10 2020

Image for As Biden Secures the Presidency, What Could That Mean For Your Future Estate Taxes?

As Biden Secures the Presidency, What Could That Mean For Your Future Estate Taxes?

Nov 3 2020

Image for Investing in FAANG Stocks: Should You Expect Unexpected Returns?

Investing in FAANG Stocks: Should You Expect Unexpected Returns?

Oct 28 2020

Image for Social Security Updates for 2021 Just Released

Social Security Updates for 2021 Just Released

Oct 20 2020

Image for Liability Insurance: How to Protect Your Assets and Future Income

Liability Insurance: How to Protect Your Assets and Future Income

Oct 12 2020

Image for Buying a Home: Explore These Hidden Costs

Buying a Home: Explore These Hidden Costs

Oct 8 2020

Image for Healthcare Expenses: Can an HSA or HRA Help?

Healthcare Expenses: Can an HSA or HRA Help?

Sep 29 2020

Image for Insurance: Protecting Your Family with Unpredictable Income

Insurance: Protecting Your Family with Unpredictable Income

Sep 23 2020

Image for Build Better Credit With Your Credit Cards: A How To Guide

Build Better Credit With Your Credit Cards: A How To Guide

Sep 15 2020

Image for Student Loan Crisis: How Did It Happen?

Student Loan Crisis: How Did It Happen?

Sep 8 2020

Image for Insurance: 9 Common Mistakes to Avoid

Insurance: 9 Common Mistakes to Avoid

Sep 1 2020

Image for What to do with Large Windfalls?

What to do with Large Windfalls?

Aug 26 2020

Image for Could Retiring During a Down Market be a Big Mistake?

Could Retiring During a Down Market be a Big Mistake?

Aug 21 2020

Image for A Payroll Tax Cut Could Have a Major Impact on Your Retirement

A Payroll Tax Cut Could Have a Major Impact on Your Retirement

Aug 17 2020

Image for FIRE Movement: The Pros and Cons

FIRE Movement: The Pros and Cons

Aug 12 2020

Image for Dollar Cost Averaging vs Lump Sum Investing: Which is better?

Dollar Cost Averaging vs Lump Sum Investing: Which is better?

Aug 6 2020

Image for Is It Time to Rollover Your 401(k)?

Is It Time to Rollover Your 401(k)?

Aug 4 2020

Image for Do It Yourself Will: The Pros and Cons to Consider

Do It Yourself Will: The Pros and Cons to Consider

Jul 31 2020

Image for Roth Conversions: Should You Make One?

Roth Conversions: Should You Make One?

Jul 27 2020

Image for A Savings Challenge: Saving for Retirement with Unpredictable Income

A Savings Challenge: Saving for Retirement with Unpredictable Income

Jul 21 2020

Image for How Much Do I Need to Keep in My Emergency Fund?

How Much Do I Need to Keep in My Emergency Fund?

Jul 16 2020

Image for 4 Ways to Steer Clear of Lifestyle Creep Before It’s Too Late

4 Ways to Steer Clear of Lifestyle Creep Before It’s Too Late

Jul 13 2020

Image for Need A Financial Check-Up? Here’s Your Summer Checklist

Need A Financial Check-Up? Here’s Your Summer Checklist

Jul 10 2020

Image for Why Do Rational People Make Bad Money Decisions?

Why Do Rational People Make Bad Money Decisions?

Jul 7 2020

Image for 401(k)s: The Beginner’s Guide

401(k)s: The Beginner’s Guide

Jun 30 2020

Image for Is There a Price to Womanhood? The Studies Weigh In.

Is There a Price to Womanhood? The Studies Weigh In.

Jun 23 2020

Image for Understanding A Home Office Deduction While Working From Home

Understanding A Home Office Deduction While Working From Home

Jun 19 2020

Image for Gray Divorce is on the Rise: What this Might Mean for You

Gray Divorce is on the Rise: What this Might Mean for You

Jun 11 2020

Image for 6 Things You Can Do to Protect Your Financial Information Online

6 Things You Can Do to Protect Your Financial Information Online

Jun 4 2020

Image for Investing in Cryptocurrency: The Most Important Things To Know

Investing in Cryptocurrency: The Most Important Things To Know

May 29 2020

Image for Long-Term Investors, Don’t Let a Recession Faze You

Long-Term Investors, Don’t Let a Recession Faze You

May 21 2020

Image for Two Key Decisions for Selecting a Financial Planner

Two Key Decisions for Selecting a Financial Planner

May 18 2020

Image for Getting Away without Getting Off Track: How to Save Money For A Trip

Getting Away without Getting Off Track: How to Save Money For A Trip

May 12 2020

Image for The Bumpy Road to the Stock Market Average Return

The Bumpy Road to the Stock Market Average Return

May 11 2020

Image for Things to Know About Keeping and Shredding Key Financial Documents

Things to Know About Keeping and Shredding Key Financial Documents

Apr 29 2020

Image for How Will the Oil Market Affect Your Retirement Savings?

How Will the Oil Market Affect Your Retirement Savings?

Apr 23 2020

Image for Dive Deep Into The Importance of Estate Planning For Any Age

Dive Deep Into The Importance of Estate Planning For Any Age

Apr 20 2020

Image for An IRA Extension: A Gift from the Internal Revenue Service

An IRA Extension: A Gift from the Internal Revenue Service

Apr 13 2020

Image for What is Total Return Investing and Why Is It Important?

What is Total Return Investing and Why Is It Important?

Apr 3 2020

Image for The CARES Act was Signed into Law. What Does that Mean for You?

The CARES Act was Signed into Law. What Does that Mean for You?

Mar 26 2020

Image for Avoiding the Temptation to Flee During Times of Economic Uncertainty

Avoiding the Temptation to Flee During Times of Economic Uncertainty

Mar 25 2020

Image for What Did We Learn From Previous Health Crises and Markets Reactions?

What Did We Learn From Previous Health Crises and Markets Reactions?

Mar 19 2020

Image for A Quick Look Inside the Stock Market: The Most Wild Week of the Century

A Quick Look Inside the Stock Market: The Most Wild Week of the Century

Mar 11 2020

Image for Should I Pay Attention to the Stock Market or Economy?

Should I Pay Attention to the Stock Market or Economy?

Mar 10 2020

Image for With Market Volatility, Maintain Your Focus

With Market Volatility, Maintain Your Focus

Mar 4 2020

Image for What Can You Do in a Market Downturn Without Panic?

What Can You Do in a Market Downturn Without Panic?

Feb 12 2020

Image for Have You Wondered What To Do In Retirement?

Have You Wondered What To Do In Retirement?

Feb 10 2020

Image for Paying For College: Funding the Higher Costs of Higher Education

Paying For College: Funding the Higher Costs of Higher Education

Feb 7 2020

Image for The Federal Reserve Holds Rates Steady. How Does This Impact You?

The Federal Reserve Holds Rates Steady. How Does This Impact You?

Jan 16 2020

Image for Have You Wondered How Much Income Do You Need in Retirement?

Have You Wondered How Much Income Do You Need in Retirement?

Jan 15 2020

Image for Your Dream Vacation Home: To Buy or Not to Buy

Your Dream Vacation Home: To Buy or Not to Buy

Jan 10 2020

Image for The SECURE Act: What You Need to Know Before Retirement

The SECURE Act: What You Need to Know Before Retirement

Jan 6 2020

Image for Tax Planning for a New Year-Are You Prepared?

Tax Planning for a New Year-Are You Prepared?

Dec 17 2019

Image for How Money Intentions Can Turn Your Finances Around

How Money Intentions Can Turn Your Finances Around

Dec 9 2019

Image for Stock Market Predictions: Hindsight is 20/20. Foresight Isn’t.

Stock Market Predictions: Hindsight is 20/20. Foresight Isn’t.

Dec 4 2019

Image for What Is The Deal With The Dow Jones, The Markets and the Economy?

What Is The Deal With The Dow Jones, The Markets and the Economy?

Nov 27 2019

Image for Great Financial Planning Strategies for Entrepreneurs

Great Financial Planning Strategies for Entrepreneurs

Nov 27 2019

Image for Retirement Financial Planning Tips For Success

Retirement Financial Planning Tips For Success

Nov 22 2019

Image for Our Year End Tax Planning Strategies for 2019

Our Year End Tax Planning Strategies for 2019

Nov 19 2019

Image for Find Out What Retirees’ Top 6 Financial Concerns in Old Age Are

Find Out What Retirees’ Top 6 Financial Concerns in Old Age Are

Nov 15 2019

Image for Teaching Kids About Money And Why It’s Important

Teaching Kids About Money And Why It’s Important

Nov 12 2019

Image for Risk Tolerance and Why It Matters For Your Portfolio’s Future

Risk Tolerance and Why It Matters For Your Portfolio’s Future

Oct 30 2019

Image for Financial Goals For Your 30s: Get Started Today With These Ideas

Financial Goals For Your 30s: Get Started Today With These Ideas

Oct 30 2019

Image for Great Tips For A Female Entrepreneur Looking To Make A Splash

Great Tips For A Female Entrepreneur Looking To Make A Splash

Oct 30 2019

Image for Make Sure Your Finances Are In Order For Retirement

Make Sure Your Finances Are In Order For Retirement

CHART YOUR FINANCIAL ROADMAP