Blog

Financial Resolution for the New Year: Review Your Insurance

Apr 04, 2016
It may be time for a professional review of your life insurance and disability insurance needs if it has been a while since your last review, or if a major change (marriage, birth, new home, significant…

Financial Resolution for the New Year: Rebalance Your Portfolio

Mar 28, 2016
How your portfolio is allocated among stocks, bonds, and cash investments can change over time due to differences in performance among the various asset classes. When your actual allocation strays too…

Financial Resolution for the New Year: Assess Your Asset Allocation

Mar 21, 2016
Asset allocation represents how your assets are diversified across different investment types. Is your mix of stocks, bonds, and cash investments still appropriate for your goals, time frame, and risk…

Tax Strategies for Retirees

Mar 21, 2016
A successful retirement begins with having the money you need to enjoy your new status as a “retiree”. A big component of retirement financial security is having an effective, tax-strategic withdrawal…

Why You Should Draft an Advance Directive Today

Mar 17, 2016
One often neglected feature of a well-crafted estate plan is an Advance Directive (AD). ADs are one of the least complicated, yet most vital documents you should have on file. An AD (often referred to…

Financial Resolution for the New Year: Start a Small Business Retirement Plan

Mar 14, 2016
Personal IRAs are great, but retirement plans designed specifically for self-employed individuals and small businesses may allow you to sock away considerably more income each year on a tax-deferred basis.…

Financial Resolution for the New Year: Review Your Credit Reports

Feb 29, 2016
Review your credit reports regularly for signs of fraud, as well as errors. Both can result in you being denied credit or paying higher interest rates than necessary on your credit cards, mortgages, and…

Financial Resolution for the New Year: Use Credit Wisely

Feb 22, 2016
Credit can both help and hurt when it comes to reaching your financial goals. For example, if your goal is to buy a home, a low-interest mortgage is a smart way to go. Carrying large balances on high-interest…

Financial Resolution for the New Year: Live Within Your Means

Feb 15, 2016
The surest way to build wealth is to spend less money than you bring in. The first step is to create a budget by examining your income and expenditures in order to determine exactly how much money you…

Financial Resolution for the New Year: Make a Plan

Feb 08, 2016
Whenever you head out on a journey to an unfamiliar destination, it is a good idea to consult a map or a GPS. The same holds true for your financial goals. After identifying your goals, it is a good idea…