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Monday, March 4, 2024

A Taxing Story: Capital Gains and Losses Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual...

 

Friday, February 2, 2024

Discover the key considerations in choosing Medicare coverage, including costs, coverage rules, doctor choices, and travel coverage, among others. Plus, learn how to protect yourself from the Medicare COVID Test Scam, which involves...

 

Thursday, December 7, 2023

Healthcare Costs in Retirement In a 2022 survey, 35% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement...

 

Tuesday, November 7, 2023

Helpful Retirement Strategies for Women Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning...

 

Wednesday, October 18, 2023

What Can You Buy With 529 Distributions? Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they're not just for college anymore - added to the tuition...

 

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Friday, September 1, 2023

Ever considered writing your own will? While you can draft a will on your own, there are plenty of reasons why you may not want to go that route. Most people do it to save money, but they may overlook or forget to take care of...

 

Tuesday, August 1, 2023

Women and Financial StrategiesWomen who share money management duties with their partner tend to take on a lion’s share of the responsibility for the household finances. Yet only 18% of women feel very confident in their ability...

 

Thursday, June 1, 2023

Helpful Retirement Strategies for WomenPreparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning...

 

Monday, May 1, 2023

Pullbacks, Corrections, and Bear Markets When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it's a good time to review common terms that...

 

Wednesday, December 28, 2022

Have you saved enough? Whether you started late, or have regularly saved throughout your career, you might wish you could stash some additional cash in your retirement fund. Fortunately, if you’re 50 or older, you can. The IRS...

 

Thursday, December 15, 2022

Knowing when it’s the right time to retire can be difficult, especially if you love your job. Even professional athletes have a hard time knowing when to walk away!These athletes thought they were ready for retirement but...

 

Thursday, December 1, 2022

Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the higher rates. The chart below shows the Fed’s pattern with...

 

Thursday, December 1, 2022

You may have heard the phrase “contrarian investing,” but did you know that one of the most reliable contrary indicators is individual investors?Retail investors often do the wrong thing at the wrong time. But this year,...

 

Wednesday, November 30, 2022

Does fee-based advising make sense? At the end of the day, I believe it boils down to philosophy. Many advisors, like myself, have decided that a business model that requires transparency and trust is just the right thing to do.It...

 

Tuesday, November 15, 2022

Did you know September was National Preparedness Month? This event promoted by FEMA guides Americans in ensuring their families and communities are ready in case of natural disasters or other emergencies.But did you also know that the...

 

Tuesday, November 1, 2022

You may have heard the phrase “contrarian investing,” but did you know that one of the most reliable contrary indicators is individual investors?Retail investors often do the wrong thing at the wrong time. But this year,...

 

Tuesday, October 11, 2022

Wall Street is always searching for a hero to embrace or a villain to blame. And right now, Fed Chair Jerome Powell is the villain.After the September Fed meeting, Powell said interest rates may be heading higher for longer than...

 

Tuesday, October 4, 2022

Traditionally, I’ve been a little cautious when people say, “it’s different this time.” After all, the past few years have seen more financial “firsts” than most.But despite that skepticism, this...

 

Saturday, May 14, 2022

 

Thursday, August 17, 2017

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Tuesday, August 15, 2017

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Monday, August 7, 2017

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Thursday, July 20, 2017

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Tuesday, July 11, 2017

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Thursday, June 29, 2017

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Tuesday, June 27, 2017

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Tuesday, June 20, 2017

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Wednesday, June 14, 2017

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Monday, June 5, 2017

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Tuesday, May 30, 2017

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Thursday, May 25, 2017

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Tuesday, May 16, 2017

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Wednesday, May 10, 2017

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Tuesday, May 2, 2017

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Tuesday, April 25, 2017

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Thursday, April 20, 2017

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