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wealth management

The Awkward Relationship Between Markets and the Economy
investing

The Awkward Relationship Between Markets and the Economy

Why is the stock market doing so well during such a rough time? Well, it’s because the stock market and the economy are not the same thing.
July 3, 2020
Could Now Be the Right Time to Dial Down Your Investment Risk?
investing

Could Now Be the Right Time to Dial Down Your Investment Risk?

The stock market’s stunning turn of events recently could present a golden opportunity to rebalance your portfolio.
July 2, 2020
Exit Strategies for Charitable Remainder Trusts
estate planning

Exit Strategies for Charitable Remainder Trusts

CRTs offer tax and income-planning flexibility as life changes over the years.
July 1, 2020
For Financially Responsible Kids, Do NOT Do These 3 Things
family savings

For Financially Responsible Kids, Do NOT Do These 3 Things

The key to putting your kids on the right financial path can be boiled down into one sentence.
July 1, 2020
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5 Steps to Take if You’ve Lost Your Job
unemployment

5 Steps to Take if You’ve Lost Your Job

Layoffs and job losses have hit millions of Americans recently. To navigate the financial challenges, focus on these five priorities first.
July 1, 2020

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Chiropractor Trying to Get Business the Wrong Way – Illegally
careers

Chiropractor Trying to Get Business the Wrong Way – Illegally

A new chiropractor’s fledgling business plan to attract patients may sound reasonable at first look, but it’s actually against the law, and the same p…
June 30, 2020
Did You Know You Can Start, Stop and Then Restart Social Security?
social security

Did You Know You Can Start, Stop and Then Restart Social Security?

Check out Social Security claiming strategies (some familiar and others you may never have heard of) that could help those in or near retirement durin…
June 29, 2020
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Stay on Top of RMD Rule Changes for 2020
required minimum distributions (RMDs)

Stay on Top of RMD Rule Changes for 2020

Between the SECURE Act and the CARES Act, the landscape has changed for RMDs this year. You don’t need to take one, for instance. And if you already h…
June 29, 2020
For Pilots, Retirement Planning Is No Place to Wing It
retirement

For Pilots, Retirement Planning Is No Place to Wing It

Some special circumstances make pilots prime candidates for needing professional financial advice.
June 29, 2020
The Risk You Face If You Receive Equity Compensation
options

The Risk You Face If You Receive Equity Compensation

Anyone who receives non-cash pay like stock options or restricted stock needs to understand, and heed, a major danger to their investment portfolio an…
June 29, 2020
Divorcing? 7 Tips for Financial Clarity During a Turbulent Time
personal finance

Divorcing? 7 Tips for Financial Clarity During a Turbulent Time

Women need to be especially careful to make sure their long-term financial and health care needs are protected when going through a divorce.
June 26, 2020
Stars Align for Some Special Wealth Planning Opportunities
Roth IRAs

Stars Align for Some Special Wealth Planning Opportunities

A confluence of special tax, interest rate and market circumstances makes this a great time to execute income and wealth planning strategies that can …
June 26, 2020
How New Graduates Can Make the Most of a Terrible Job Market
job search

How New Graduates Can Make the Most of a Terrible Job Market

A pandemic AND a recession? The Class of 2020 can use all the help they can get, and the president of Denison University is happy to pitch in by shari…
June 25, 2020
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Applying for Disability Benefits During a Global Pandemic
insurance

Applying for Disability Benefits During a Global Pandemic

It can take months or even years to get approved for Social Security Disability Insurance (SSDI) benefits in the best of times. Needless to say, now i…
June 24, 2020
Why COVID-19 May Cause You to Consider a Greater Purpose for Your Money
investing

Why COVID-19 May Cause You to Consider a Greater Purpose for Your Money

With all that is going on right now, you may be thinking more about what values you hold dearest. If so, faith-based investing can offer you an outlet…
June 23, 2020
Check Your Financial Adviser Now (and Every Year) or Regret It Later
wealth management

Check Your Financial Adviser Now (and Every Year) or Regret It Later

Fewer than 10% of investors use free background checks like Investor.gov, BrokerCheck or IAPD to check their financial advisers’ backgrounds. These on…
June 23, 2020
How to Save Yourself from … Yourself
investing

How to Save Yourself from … Yourself

Stock market volatility like we’ve been seeing the past few months can bring out the worst in investors. Keep your head and avoid some potentially ser…
June 22, 2020
The Lessons We Can Learn from Times of Financial Crisis
investing

The Lessons We Can Learn from Times of Financial Crisis

It’s time to step back and take a look at how you weathered the coronavirus crisis. Did your cash hold up? Does your job feel secure? Your answers cou…
June 18, 2020
COVID-19 Exposes Cracks in Financial Equality for Women
retirement

COVID-19 Exposes Cracks in Financial Equality for Women

Women are more vulnerable during this time of financial upheaval. Here’s why and some steps they can take to help improve their outlook long term.
June 18, 2020
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10 Things You Must Know About Becoming a Millionaire
wealth creation

10 Things You Must Know About Becoming a Millionaire

Think you are a millionaire in the making? Read on to see what it takes to be truly destined for wealth.
June 18, 2020
COVID-19: A Once-in-a-Lifetime Chance to Change Our Spending Habits
spending

COVID-19: A Once-in-a-Lifetime Chance to Change Our Spending Habits

The coronavirus pandemic has changed everything, including how we spend money. Are you spending less right now? Many people are. Here’s how to make th…
June 17, 2020
To Succeed at Investing, Do What Yale Does
investing

To Succeed at Investing, Do What Yale Does

Yale’s endowment has delivered consistent income with minimal stock risk. Here’s a look at how they did it and what it could mean for you and your por…
June 16, 2020
Making the Switch: How to Transition Your Portfolio from Growth to Income
retirement planning

Making the Switch: How to Transition Your Portfolio from Growth to Income

Once you quit earning a paycheck and start living off your savings, what’s your income shortfall going to be? Where is that money going to come from? …
June 16, 2020
The Answers to More RMD Questions
retirement

The Answers to More RMD Questions

The CARES Act made 2020 required minimum distributions optional. But what are your next moves?
June 12, 2020
A Little Hedging Can Go a Long Way to Protect Your Retirement Savings
retirement

A Little Hedging Can Go a Long Way to Protect Your Retirement Savings

What sounds like a hedge fund but is nothing like one? A hedged equity portfolio. This type of investment portfolio can help you avoid much of the pai…
June 10, 2020