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Friday, September 30, 2022

Remember the long-term trends of owning great global companies What can you and other investors do about Russia, China, volatile energy costs or whatever tomorrow’s headlines bring? How does the Ukraine crisis affect your...

Tuesday, September 20, 2022

The death of a spouse is one of the most traumatic experiences a person can endure.1 Adding financial stresses at such a delicate time can only make matters worse—and your emotional recovery harder. Learn more about what to...

Thursday, September 8, 2022

Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you have access to this option, Roth contributions could play an important role in helping enhance your retirement income.What is a...

Thursday, August 18, 2022

Whether your child was just born or is heading toward high school graduation, a 529 savings plan may help you put aside funds to pay for college expenses without paying taxes (federal and some states) on any dividends and gains.1...

Monday, August 1, 2022

A bear market is a prolonged period of price declines in securities, an index such as the S&P 500, or the overall stock market of usually 20% or more from a recent high. Bear markets can also signal economic downturns such as a...

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Monday, July 18, 2022

Summer is here, and it could be time to hit the road on a new adventure. If you’re on a tight budget, you don’t have to give up your summer vacation dreams. Here are a few tips you may be able to use to create the perfect...

Tuesday, July 12, 2022

Markets are always forward looking, so it’s important to remain focused on what lies ahead. There will most certainly be challenges, but there are also some tailwinds from a strong job market, still resilient businesses, and the...

Thursday, June 23, 2022

Over 20% of 401(k) plan funds are lost or forgotten—here’s how to reclaim yoursIf you’re one of the many workers who have quit their jobs at a record-setting rate during the pandemic, you may have forgotten your...

Friday, June 17, 2022

Have a free day or two but don’t want to spend money on travel? Try a staycation.First, plan ahead Just like a regular vacation, you’ll want to plan ahead what you’ll be doing even if it’s a loose...

Friday, May 27, 2022

A regular program of disciplined financial practices can help you in the long-run.Many people realize that the best way to stay in shape is to develop an appropriate fitness regimen and then stick with it. If you start a fitness...

Monday, May 9, 2022

Talk to a financial professional to help create an appropriate financial plan for you The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19...

Tuesday, May 3, 2022

Market timing is a “strategy” of deciding when to buy and sell stocks by attempting to predict which way and when stocks will move. Let’s look at an example and the data to determine why market timing is unwise....

Monday, April 18, 2022

Members of the military have a lot of special financial challenges that most people don't encounter. However, they have access to many benefits, tax breaks and legal protections that can make a huge difference in their families'...

Friday, April 15, 2022

A huge challenge is planning for your retirement savings to outpace inflation Some of us may remember the “good old days,” when gasoline prices were as low as 25¢ per gallon. Others may recall when a can of soda cost...

Tuesday, March 22, 2022

Every Veteran is unique and requires personalized financial advice. According to the most recent data from the U.S. Census, there are over 17 million Veterans in the United States and more than nine million of these Veterans are served...

Saturday, March 12, 2022

It’s natural to be worried during a time like this. You wouldn’t be human if you turned on the news, or checked your portfolio, and felt nothing. As humans, it is hard not to feel angst and fear during these uncertain times...

Tuesday, March 8, 2022

Although the Roth IRA has been a part of the retirement lexicon for years when compared to other types of retirement accounts, it's quite young—it's only been in effect for 25 years. It was introduced as part of the Taxpayer...

Friday, February 25, 2022

The recent unfolding events in Ukraine have no doubt left the world in complete shock. This type of blatant military aggression, on the European Continent, has not been seen since the dawn of World War Two. This will have ripple...

Tuesday, February 8, 2022

Retiring from the military is a profound accomplishment. For many, this retirement will provide you with positive things, including the time and geographic stability you need to start a new career or simply enjoy leisure activities...

Monday, February 7, 2022

Welcome to February! How are those New Year’s resolutions coming along? If one of those resolutions was to work your way out of debt in 2022, then you are in luck. Figuring out a mound of debt can be frightening and leave you...

Wednesday, February 2, 2022

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Thursday, January 6, 2022

When you were in the military, you probably had access to a Thrift Savings Plan (TSP) to save for retirement, but do you know what your options look like once you are no longer on active duty? Your Post-Active Duty Options Once you...

Monday, January 3, 2022

Happy New Year! You made it through 2021 and are poised to start 2022 off right! For many of us, The New Year focus tends to be on shedding pounds to get healthier. I would argue that we should be worried about putting weight on where...

Thursday, December 9, 2021

Our resurgent economy grew at over a 6% pace in the first half of the year and is on track for over 5% growth for the year when 2021 draws to a close. The current economic recovery, which started in May 2020, has benefited from...

Friday, December 3, 2021

Today, many people find themselves bombarded by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better now...

Wednesday, December 1, 2021

Veterans' retirement benefits are among some of the most generous out there, in large part due to the risks and sacrifices that come from military service. But navigating this array of benefits may seem complicated. What should...