Estate Planning-The Importance of Having a Plan
The importance of an estate plan Estate planning is one of the most important topics to cover with a financial professional. The process...
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hillary745
Oct 12, 20222 min read
Get Smart About Your Credit
According to nationaldaycalendar.com, the third Thursday in October is "Get Smart About Your Credit Day." We agree that getting serious...
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hillary745
Sep 27, 20222 min read
What Could Fixed Income Investors Expect The Rest Of The Year?
In this year’s midyear outlook, entitled Navigating Turbulence, the LPL Research team outlines the reasons why the second half of the...
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hillary745
Sep 13, 20223 min read
National Life Insurance Awareness Month
Awareness and preparation can bring peace of mind. The need for life insurance may not be a pleasant topic to think about, but life...
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hillary745
Sep 5, 20221 min read
September is College Savings Month
September is College Savings Month. We wanted to let you know we are always available to answer any questions you may have about the...
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hillary745
Aug 17, 20222 min read
Charitable Giving and National Non-Profit Day - A Great Duo
August 17th is recognized as National Non-Profit Day. Today, we recognize all the wonderful non-profit organizations that serve so many...
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hillary745
Jul 20, 20223 min read
Mid Year Outlook - Our Economy
ECONOMY We believe the domestic economy will continue to grow this year, albeit slower than we expected six months ago. Other than the...
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hillary745
Jul 14, 20222 min read
MidYear Outlook, presented by LPL Research
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and...
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hillary745
Jul 6, 20222 min read
Making a Vacation Easier on Your Wallet
Saving money when planning a trip—the dos, the don’ts. Imagine coming home refreshed from a wonderful vacation, made even more satisfying...
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hillary745
Jun 7, 20223 min read
MAKING SENSE OF YOUR CREDIT SCORE
Understanding the value of your credit score and taking steps to maximize your credit rating are important for improving your financial...
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hillary745
Jun 7, 20222 min read
ECONOMY SLOWING, NOT SHRINKING
According to our friends with LPL Research, many pundits are issuing recession warnings and saying the economy is heading for a hard...
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hillary745
May 15, 20222 min read
How To Be a Responsible Credit Card User
No need to be afraid of credit cards—if you use them wisely. Follow these guidelines to help you charge responsibly. Credit cards are a...
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hillary745
May 10, 20223 min read
Budget Vacation Ideas
That dream getaway doesn't have to put you in heavy debt. YOU WORK HARD. AND OFTEN. SO, WHEN IT COMES TIME TO TAKING THAT COVETED PTO,...
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hillary745
Apr 19, 20222 min read
Keeping Calm in Times of Anxiety
It’s tempting to feel the need to make quick financial decisions, but these decisions may do more harm than good. As humans, we’re wired...
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hillary745
Apr 13, 20222 min read
Do You Consider Taxes as You Invest?
A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk taking an eye off taxes. A...
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hillary745
Apr 6, 20221 min read
Right Capital
What is it? Is it RIGHT for you? See your financial goals. Are you on track for things like buying a house, retirement, or saving for...
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hillary745
Mar 23, 20222 min read
Looking at Annuities? Here’s What to Know as You Consider Your Choices.
It is said that annuities aren’t bought, they’re sold . That means, not many people go shopping with the intention of buying an...
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hillary745
Mar 21, 20222 min read
How Tax-Loss Harvesting May Help Lower Your Tax Bill
A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing months...
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hillary745
Mar 10, 20224 min read
How to Make and Maintain a Family Budget
Money management tips to ensure your family is financially successful every step of the way. Family money management isn’t much different...
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hillary745
Mar 7, 20222 min read
Gifts & Taxes: What to Know Before You Give
You can be generous with your loved ones without running afoul of the rules. One way many individuals try to avoid estate and inheritance...
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