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Why you need an Estate Plan
Why do you need an estate plan? The purpose of an Estate Plan is to map out how one's property and assets are divided in the event of an unforeseen death. The plan will address who inherits your assets and also includes a detailed...
Read MoreMaking the Most of Medicare
For years, you (and your spouse, if you have one) have been contributing to Medicare. Now, the time is approaching when you can finally reap the rewards. For most people, aging comes naturally. Unfortunately,...
Read MoreDon’t Shred Those Tax Documents Yet!
Once you complete this year’s taxes, you may wonder what to do with that pile of records, 1099s, K1s and receipts. The IRS recommends holding on to any documents related to the income you’re reporting or any deduction or...
Read More2023 Tax Filing and Changes
2023 Key Tax Filing Information and ChangesReporting Rules: 1099-K Prior to 2022, 1099-K forms only were issued if the total of third party transactions amounted to 200 or more or the total amount exceeded $20,000. Taxpayers...
Read MoreCheck Your IRA Beneficiaries
When you list the people who will benefit from your lifetime of hard work (your beneficiaries), is that group of names the same this year as last? Life can change in the blink of an eye, and it’s important that you have a record...
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You are getting divorced. Now what?
Divorce is an ending, and endings aren’t easy. There’s a lot of emotion involved: sadness, confusion, fear of the future, and maybe anger, to name just a few. It’s understandable if you want to sit on the sofa...
Read MoreEstate Planning Essentials
You’ve worked hard to establish a legacy you can be proud of, one that your family can continue to build upon for years to come. And as you know, a comprehensive estate plan is an essential piece of your financial puzzle. However...
Read MoreMind Over Markets – A Behavioral Guide to Investing
When market volatility is headline news and account values start to fall, it’s easy to understand why investors get jittery. Even with vast historical data to support us, in times of stress we all struggle to overcome our natural...
Read MoreThis Month's Newsletter
After a rocky start to the year, it looks like this month may continue the bumpy road we’ve been on as markets digest the Russia-Ukraine conflict, the expected interest rate hike, and the possibility of more inflation.
Read MoreThis Month's Newsletter
It’s a little hard to believe that 2021 is almost in the books. Hopefully you find a quiet moment to reflect on the past year and to think about all of the gifts you may have received – tangible or intangible. One...
Read MoreA Note About Inflation
As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...
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This Month's Newsletter
November is an opportunity to gather with friends and family and be thankful! The stock market bounced back nicely in October after a really bumpy September, jumping 7.01% (S&P 500). What drove the rebound?
Read MoreStay the Course
In light of recent worldwide events which have had significant impact on the markets, we wanted to proactively reach out to remind you that we are here to support you as we navigate these times of uncertainty. Knowledge is power, and...
Read MoreThis Month's Newsletter
Recap Well, September certainly lived up to its billing as one of the most volatile months of the year! After a run of seven consecutive positive months, the S&P 500 finally relented and gave back some gains, dropping just under -5%...
Read MoreAvoid Becoming the Bank of Mom and Dad
You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...
Read MorePreparation For Heading Back To School
August is the last full month of summer and is the beginning of the season winding down! The sun is starting to set earlier, and the crispness of fall is in the air, with cooler nights. It won’t be long until pumpkins and...
Read MoreDon’t Let Unexpected Expenses Derail Your Retirement
While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four...
Read MoreCreating Your Family Legacy
While creating an estate plan is a common part of a financial plan, creating a family legacy is equally as important when thinking about how you want the wealth you’ve built to be distributed. In addition to including your...
Read MoreCashflow for the Kiddos!
We always hope our clients feel confident discussing money with their families. The truth is, talking about money can be uncomfortable! Where do you begin? What’s the right age? The good news is, it’s never too early to...
Read MoreSecure Your Credit With a Freeze
As more and more people become dependent on technology, the chance of your finances being attacked through cyberspace is increasing tremendously. And one of the most common and devastating ways this happens is through identity theft...
Read MoreWhat the Lessons of Time Can Teach Us
Financial markets are volatile…it’s the nature of the beast when so many dollars, traders, brokers and investors are involved. And if you’ve been out of the market, you’ve missed some huge growth opportunities....
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Weekly Market Insights: Vaccine Triggers Rally
News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns.The Dow Jones...
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