OUR 2023 INVESTING OUTLOOK STARTED WITH A THEME OF RETURNING TO NORMALCY. Considering 2022’s market volatility and the aftereffects of...

According to a recent article published by Nationwide, there are many tips for raising a young investor: Helping set your clients’...

There are important steps you can take to help your aging parents find living and health care assistance, as well as to secure financing...

September is College Savings Month. We wanted to let you know we are always available to answer any questions you may have about the...

August 17th is recognized as National Non-Profit Day. Today, we recognize all the wonderful non-profit organizations that serve so many...

ECONOMY We believe the domestic economy will continue to grow this year, albeit slower than we expected six months ago. Other than the...

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and...

Understanding the value of your credit score and taking steps to maximize your credit rating are important for improving your financial...

According to our friends with LPL Research, many pundits are issuing recession warnings and saying the economy is heading for a hard...

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...

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...

It is said that annuities aren’t bought, they’re sold . That means, not many people go shopping with the intention of buying an...

A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing months...

A crisis of confidence A 2021 Nationwide Retirement Institute® survey of employer-sponsored retirement plan participants and plan...

Our friends at Investopedia offer some great information about Flexible Spending Accounts. What Is a Flexible Spending Account (FSA)? A...

According to Putnam Investments, in a move that may help retirees keep more of their savings longer, the Treasury Department recently...

A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features that can help you...

There's one sure way to make an event stressful: Head into it unprepared. If you’re within five years of retirement, don’t procrastinate....

Determine if it makes sense to move or remodel... THE HOUSING MARKET IS SURPRISINGLY STRONG RIGHT NOW. IF YOUR FAMILY NEEDS MORE SPACE,...

Coming into 2021, we expected Treasury yields to move higher. And they did. Higher inflation expectations, less involvement in the bond...