The recent news about President Biden’s student loan forgiveness plan and the passage of the Inflation Reduction Act of 2022 are good reminders about the importance of staying updated on government policies that may affect...
3 Ways to Make Your Money Last a Lifetime
Outliving your savings is most retiree’s biggest fear. Running low on income in retirement could force you to make lifestyle changes or, in a worst-case scenario, even re-enter the workforce. Fortunately, with some planning and...
How to Choose a Financial Advisor
Deciding to work with a financial advisor is an important decision. Working with a financial professional means optimizing opportunities and taking advantage of planning strategies you might not have been aware of. A financial advisor...
Recessions and Bad Moods: 6 Ways They are Similar
Are we headed for a recession? Lately, it seems we hear about it daily. There is concern that we are approaching a recession or even in the early stages. Can it be avoided? What does...
How to Protect Your Money When Traveling Abroad
Traveling abroad is a chance for excitement, adventure, and fun. But it can quickly turn into an expensive nightmare if you’re not properly prepared. Whether you’re traveling for work or vacation, it’s important to protect...
Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2022
Nobody likes to think about their parents getting older and needing assistance, but it’s the reality we face. And, as they age, they rely on us for more of the day-to-day tasks they used to...
Tax Credits and Ebikes. Time to Get Out and Ride!
We’ve all heard about the Build Back Better bill, but what is it exactly? The Build Back Better bill is a $1.75 trillion plan designed to strengthen the social safety net and fund programs that...
Why I Became a Financial Advisor
At age 14, I made my first investment. Like most kids, I spent my early teen years trading baseball cards and playing video games, but I also started reading The Wall Street Journal. I had...
3 Hidden Costs of Waiting Too Long to Start Your Estate Plan
Estate planning is an essential part of any financial plan, but it’s often the last piece that people tackle. In fact, only 44% of adults age 55 and older have an estate plan. That means...
What Should You Do About Inflation and Stock Market Volatility?
After a three-year rally, the U.S. stock market has recently experienced some volatility and downward pressure. It’s always important to take a longer-term approach to market investments. In addition to the recent stock market volatility,...