wealth creation
Figure Out Your Investor DNA to Make the Best Financial Decisions for Retirement
Figure Out Your Investor DNA to Make the Best Financial Decisions for Retirement
Retirement savers can be broken down into three different DNA types. Each has a different way of getting things done.
October 28, 2020
5 Ways to Survive Divorce, Emotionally and Financially
5 Ways to Survive Divorce, Emotionally and Financially
Set yourself up to thrive during this difficult time with these five tips.
October 28, 2020
6 Reasons You Should NOT Do a Roth Conversion
6 Reasons You Should NOT Do a Roth Conversion
Roth IRAs come with some great tax advantages, but converting a traditional IRA to a Roth doesn’t make sense for everyone.
October 27, 2020
Are Opportunity Zones for You? 5 Questions to Ask
Are Opportunity Zones for You? 5 Questions to Ask
Don’t let the dazzling tax breaks blind you to some potential downsides. Dig in and do your research before taking advantage of what could be a hot in…
October 27, 2020
5 CARES Act Benefits to Take Advantage of Before Year’s End
5 CARES Act Benefits to Take Advantage of Before Year’s End
If you haven’t taken action yet, there is still some time to make the most of the CARES Act benefits, including charitable tax deductions and penalty-…
October 26, 2020
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Know What You’re Paying for When You Buy an Annuity
Know What You’re Paying for When You Buy an Annuity
Demystifying annuities is important now more than ever as the current market landscape is shining a light on the benefits an annuity can provide. A fi…
October 24, 2020
The Politics of Election-Year Financial Planning
The Politics of Election-Year Financial Planning
The competing candidates for president are polar opposites in terms of taxes, adding a new urgency to year-end tax planning. Just what are they propos…
October 24, 2020
Know What You’re Getting – and Giving Up – With an Annuity Income Rider
Know What You’re Getting – and Giving Up – With an Annuity Income Rider
Guaranteed income is always nice, but nothing in life is free. Weigh the trade-offs carefully.
October 23, 2020
Why Are Roth Conversions So Trendy Right Now? The Case FOR and AGAINST Them
Why Are Roth Conversions So Trendy Right Now? The Case FOR and AGAINST Them
Have you been tempted to join the wave of folks jumping on the Roth IRA conversion bandwagon? First, check out the pros and cons to see if it makes se…
October 23, 2020
How to Play Defense on Your Debt – Even in an Economic Downturn
How to Play Defense on Your Debt – Even in an Economic Downturn
For anyone with debt to their name, right now could be a great time to take advantage of unique opportunities to either refinance, pay off or even dra…
October 22, 2020
How to Be Happy (Not Bored!) in Retirement – Starting Today
How to Be Happy (Not Bored!) in Retirement – Starting Today
Here are 12 ways to prepare now for retirement so that you’ll be happy, active, fulfilled and never, ever bored.
October 21, 2020
Election 2020: 3 Things Retirees Should Pay Attention To
Election 2020: 3 Things Retirees Should Pay Attention To
When it comes to your money in retirement, here are three main issues that seniors should pay attention to before they cast their votes in the 2020 pr…
October 21, 2020
There’s Never Been a Better Time for Business Owners to Make a Move
There’s Never Been a Better Time for Business Owners to Make a Move
The uncertainties surrounding COVID-19 and our upcoming election may make business owners nervous, but they also may present opportunities … for those…
October 21, 2020
Waiting to File for Social Security Benefits Is Hard, but Payoff Is Sweet
Waiting to File for Social Security Benefits Is Hard, but Payoff Is Sweet
Your piece of the Social Security pie will be bigger each month for the rest of your life if you do.
October 21, 2020
2 Credit Card Gotchas to Watch Out For
2 Credit Card Gotchas to Watch Out For
After an infuriating wake-up call with her own credit card company, one financial services consultant wants consumers to know something: It’s smart to…
October 20, 2020
Managing Your Money in an Uncertain World
Managing Your Money in an Uncertain World
As you return to work after being away due to the COVID-19 pandemic, there are some financial basics you need to make sure you have covered.
October 19, 2020
Don’t Let Low-Interest-Rate Fatigue Push You into Taking Too Much Risk
Don’t Let Low-Interest-Rate Fatigue Push You into Taking Too Much Risk
Investors searching for safe short-term places to park their money that offer decent returns have been coming up empty for quite a while. Instead of s…
October 19, 2020
Selling a Business During the COVID-19 Pandemic: You Want to Sell, But Is It the Right Time?
Selling a Business During the COVID-19 Pandemic: You Want to Sell, But Is It the Right Time?
With all that is going on, selling a business now is something you need to really think about. Here are four points to weigh to help you decide whethe…
October 16, 2020
Don’t Let These Too Common Estate Planning Excuses Stand in Your Way
Don’t Let These Too Common Estate Planning Excuses Stand in Your Way
The top reasons why people don’t have an estate plan may sound pretty familiar to you. Here’s what they are, and what’s at stake.
October 16, 2020
5 Ways Millennials Can Turn Financial Stress into Financial Wellness
5 Ways Millennials Can Turn Financial Stress into Financial Wellness
Here’s how to build financial stability, while enjoying life now.
October 15, 2020
Why Would I Hire You? A Financial Adviser Answers a Friend’s Pointed Question
Why Would I Hire You? A Financial Adviser Answers a Friend’s Pointed Question
Financial advisers and doctors have a common occupational hazard: Friends and acquaintances often want free advice. When asked point blank, “Why would…
October 15, 2020
Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?
Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?
Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming — and with the election on its way, it could be sooner tha…
October 14, 2020
What You Need to Know about Social Security in a Pandemic and Recession
What You Need to Know about Social Security in a Pandemic and Recession
Social Security benefits play an important role in retirement security, and they are being impacted by current events in several ways.
October 13, 2020
Protect Your Wealth with Smart Risk Management Strategies
Protect Your Wealth with Smart Risk Management Strategies
Find peace of mind for yourself and your family by planning ahead for life’s worst “what if” moments. These risk management strategies can help protec…
October 13, 2020
How Much Insurance Should You Get? A Lawyer’s Advice
How Much Insurance Should You Get? A Lawyer’s Advice
The advice to “Only pay for what you need” sounds good. But when it comes to home, auto and business insurance coverage, four guidelines could help de…
October 12, 2020