Year End Financial Actions – 2020

The end of another calendar year is fast approaching, so it is a good time to make a few financial decisions to maximize your opportunities…

What to do if I lose my employer matching contribution?

The majority of private-sector employers offer defined contribution (i.e. 401(k), 403(b), 457) plans that place the onus of contributing and investing for retirement on the…

IRA Contributions for 2019

The tax filing deadline was extended for 2019 individual income tax returns to July 15, 2020.  In addition, many tax related deadlines that are tied…

To Refinance, or to Not Refinance your Personal Residence Mortgage?

The mortgage interest rates are heading down, so you may want to consider refinancing your mortgage.  There are a few factors to consider including your…

What Individuals Need to Know about the Coronavirus, Aid, Relief, and Economic Security (CARES) Act

The Stimulus Bill — What Individuals Need to Know The Federal Government recently passed a $2 trillion economic stimulus bill called the Coronavirus Aid, Relief,…

Financial Decisions During Pandemic

Due to the immediate situation of the 2019-20 Corona virus pandemic and how you should react financially, we will be postponing our blog series about…

Five-Part Series: Financial Planning for All Ages (Part 2)

We are putting together a five-part series on what financial decisions you should be thinking about as you approach each decade of your adult life…

Five-Part Series: Financial Planning for All Ages (Part 1)

We are putting together a five-part series on what financial decisions you should be thinking about as you approach each decade of your adult life…

Long-Term Care Insurance

Long-Term Care (LTC) Insurance – Is It for You? Who needs it? Why do I need it? How much will it cost? What expenses does…

Today (5-29) is National 529 Day

  This day on the calendar marks a great opportunity to promote the use of 529 plans for college education funding.  Through regular investments, smart…

Start typing and press Enter to search

Shopping Cart