Blog

ESG Investing: Contribute to the Greater Good

Sep 29, 2020
Long before it was called ESG (environmental, social, and corporate governance) investors were calculating ESG risks.   Raw material costs, pollution controls, and environmental lawsuits are now called…

Diversification: The Practice of Not Putting All Your Eggs in One Basket

Sep 24, 2020
Just as with eggs, spreading your money across a range of investments can help reduce risk in your portfolio by lessening the impact that a fall in any one market, sector, region, or individual investment…

The Two Estate-Planning Documents You Need for College-Bound Kids

Sep 10, 2020
Estate Planners are seeing a new trend where their clients are increasingly requesting to put estate-planning documents in place for their college-bound kids. This aligns with the new data that shows young…

Your Social Security Statement: Making sure you receive the correct benefits

Sep 08, 2020
Even if you are decades away from retirement, it’s a good idea to review your Social Security Statement annually to help ensure that you receive the correct benefit amount when you retire. What is a Social…

Scam COVID-19 Contract Tracing Calls

Sep 01, 2020
NPR reported this morning that many states have been reporting scam COVID-19 Contract Tracing calls attempting to gather personal information. Here are some tips to know if you receive a call and are…

Virtual Event: Sustainable Investing: What About the "S" in ESG?

Sep 01, 2020
Sustainable Investing: What About the "S" in ESG? Thursday, October 15th, 2020Time: 4:00PM – 5:30PM EDTVirtual Zoom Meeting Join us for our next virtual roundtable "Sustainable Investing: What About…

Retirement Cash Flow Management

Aug 26, 2020
What comes to mind when you think of retirement planning? Was it saving enough money to live the lifestyle you’ve envisioned and to do the things you’ve planned? It’s great if that came to mind and this…

Virtual Event: Estate Planning Essentials During a Pandemic

Aug 25, 2020
Estate Planning Essentials During a Pandemic Wednesday, September 30th, 2020Time: 12:00PM – 1:30PMVirtual Zoom Meeting Join us for our next virtual roundtable "Estate Planning Essentials During a Pandemic"…

Reframing the Social Security Claiming Decision for Married Couples

Aug 17, 2020
For married couples, correctly answering the question, “When should we begin to take our social Security benefits?” is critical in planning for retirement because it is not just one life to consider, but…

3 Things to Know About the Electric Vehicle Tax Credit

Aug 05, 2020
1. You may be able to claim a federal tax credit worth up to $7,500 for purchasing a qualifying electric vehicle or plug-in hybrid vehicle. The amount of the credit depends on the vehicle’s battery capacity. 2.…