Blog

3 Things to Know About Donor-Advised Funds

Jul 31, 2019
What are they? A donor-advised fund (DAF) is a type of account that you set up to manage your charitable giving. You can recommend grants to IRS-qualified charities from the cash and other assets you irrevocably…

9 Things You May Not Know About Health Savings Accounts (HSAs)

Jul 24, 2019
A Health Savings Account (HSA) is an account that people with a high-deductible health plan can use to save for their current and future medical expenses. Unlike regular savings and investment accounts,…

A Shortcut to Happiness

Jul 22, 2019
This morning as I listened to the early morning BBC, the words “shortcut to happiness” caught my attention and got me thinking. Apparently there’s a movie with that title about love and a bargain with…

Federal Student Loan Repayment Tips for Recent Grads

Jul 17, 2019
If you graduated from college this year with federal student loans, you may have some repayment decisions to make soon. Here are a few tips to help with those decisions. Find out when you begin repaying…

QTIP Trust: An Estate Planning Tool for Blended Families

Jul 15, 2019
If you are married with children from an earlier marriage, you may be wondering how you can provide for your spouse after your death and yet ensure that your assets ultimately pass to your children and…

Consumer Reports: How to Find Reliable Financial Advice as Regulations Change

Jul 09, 2019
Posted by Consumer Reports, 6/7/19 by Penelope Wang - For investors, finding a trustworthy financial adviser is about to get a lot more challenging. This week, the Securities and Exchange Commission (SEC),…

Financial Tips for Homeowners

Jun 05, 2019
There are several things that you can and should do as a homeowner to put yourself in the best possible financial situation. Here are some general tips. For guidance specific to your situation please call…

The Toll of New Trade Tensions and Your Portfolio

May 23, 2019
It was hard to miss the headlines about escalating trade tensions between the U.S. and China this week—and hard not to notice the up-and-down market activity that went along with it. But what, if any,…

Three Things You May Not Know Life Insurance Can Do

May 08, 2019
There are a few things about Life Insurance that you may not know about - but should! Pay long-term care expenses. Some insurance companies offer the option to add a long-term care rider to a life insurance…

Investing Lesson 11: The Road to Riches Isn't Paved with Dividends

Apr 11, 2019
Larry Swedroe, Director of Research, The BAM Alliance, 1/29/19. Lesson 11: The road to riches isn’t paved with dividends. Despite the fact that traditional financial theory has long held that dividend…