Three Ways to Reduce Taxes on Your Investment Earnings
Proactive tax planning using these strategies could help you keep more of your hard-earned money, now and in the future.
How to Ride the Waves of Interest Rates and Inflation
Asking yourself 'why' you feel the need to make a change in your investment strategy is a good way to help you decide whether you actually need to make a change.
By Isaac Morris Published
Estate Plan Check-Ups: Don’t Just Set It and Forget It
Like your preventive doctor visits, you should regularly check in on your estate plan to ensure it’s in good shape for when it’s needed.
By Justin Stivers, Esq. Published
Layoffs Could Be Coming: What if You’re Near Retirement?
Here are some steps you can take to prepare in case you lose your job, as well as what you can do if you find yourself out of a job near retirement.
By Tony Drake, CFP®, Investment Advisor Representative Published
Don’t Let a Medicare Mistake Haunt Your Retirement
It’s vital to carefully consider your options so that you get the appropriate coverage for your specific needs.
By Jay Dorso Published
From Tax-Deferred to Tax-Free: Navigating Taxes in Retirement
Here are some considerations to keep in mind to help you spend less of your retirement savings and Social Security benefits on taxes.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published
How to Make Hiring Critical Thinkers Easier
Critical-thinking microcredentials can help businesses find the right job candidates and keep valued employees around longer.
By David McCool Published
Many Retirees Don’t Know About This Major Market Risk: Do You?
Flat market cycles can wreak havoc on your retirement planning. Here’s why you shouldn’t focus only on average returns.
By Mike Decker, NSSA® Published
Is Your Neighbor's Security Camera Pointed at Your Window?
It might just look that way, but if it is invading your privacy, what should you do? And how useful are security cameras, anyway?
By H. Dennis Beaver, Esq. Published
2024 Uncertainty Highlights Need for Estate Plan Flexibility
It's important to make your purpose clear in your estate planning and also include some flexibility that still limits any changes that defy your wishes.
By James J. Ferraro, JD Published