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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Friday, October 19, 2018

Some alterations to the Internal Revenue Code were less publicized than others. Late last year, federal tax laws underwent sweeping changes. Nearly a year later, you can be forgiven for not keeping up with them all. Here is a look at...

 

Friday, October 12, 2018

Unmarrieds need to approach retirement planning pragmatically. In an ideal world, it would be simple to prepare for a solo retirement. You would just save half as much as a couple saves, buy half as much insurance coverage, and expect...

 

Friday, October 5, 2018

What do you do with big money? Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address retirement saving or college funding anxieties, and it may also give you the opportunity to live...

 

Friday, September 28, 2018

It seems high time to dispel some of these misconceptions. Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few....

 

Friday, September 21, 2018

Comparing their features, merits, and demerits. How do you save for retirement? Two options probably come to mind right away: the IRA and the 401(k). Both offer you relatively easy ways to build a retirement fund. Here is a look at the...

 

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Friday, September 14, 2018

Fall is a good time to assess where you stand and where you could be. You need not wait for 2019 to plan improvements to your finances. You can begin now. The last few months of 2018 give you a prime time to examine critical areas of...

 

Friday, September 7, 2018

This early financial decision could prove profoundly positive over time. Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You...

 

Friday, August 31, 2018

Like an emergency fund, it can come in handy. Sometimes, life gets expensive. A little bad luck or a twist of fate can hit us right in the checkbook and challenge us to live within our budget. An emergency fund may help us handle major...

 

Friday, August 24, 2018

Now is a good time to think about a few financial matters. Making changes earlier rather than later. If you own a business, earn a good deal of investment income, are recently married or divorced, or have a Flexible Savings Account...

 

Friday, August 17, 2018

The nature of our economy could help it withstand the disruption. A trade war does seem to be getting underway. Investors around the world see headwinds arising from newly enacted and planned tariffs, headwinds that could potentially...

 

Friday, August 10, 2018

A bill now in Congress proposes to alter some longstanding rules. Most Americans are not saving enough for retirement, despite ongoing encouragement to do so (and recurring warnings about what may happen if they do not). This year,...

 

Friday, August 3, 2018

You may be surprised to learn about the potential relationship. Does your credit history partly determine the cost of your life insurance? It may. The potential for such a relationship may surprise you – and the relationship is...

 

Friday, July 27, 2018

Save and invest, year after year, to put the full power of compounding on your side. Have you been saving for retirement for a decade or more? if so, something terrific may likely happen with your IRA or your workplace retirement plan...

 

Friday, July 20, 2018

Someday, you or your parents could be at risk. You may know victims of financial elder abuse. According to a new Wells Fargo Elder Needs Survey, almost half of Americans do.1 As you read or hear stories about seniors being financially...

 

Friday, July 13, 2018

Steps to get your credit rating back toward 720. We all know the value of a good credit score. We all try to maintain one. Sometimes, though, life throws us a financial curve and that score declines. What steps can we take to repair...

 

Friday, July 6, 2018

This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted contact.1...

 

Friday, June 29, 2018

A lack of money is but one answer. Common wisdom says that you should start saving for retirement as soon as you can. Why do some people wait decades to begin? Nearly everyone can save something. Even small cash savings may be the...

 

Friday, June 22, 2018

Paying them down and managing their financial impact. Is student loan debt weighing on the economy? Probably. Total student loan debt in America is now around $1.5 trillion, having tripled since 2008. The average indebted college...

 

Friday, June 15, 2018

What steps can a family take? Besides impacting lives and relationships, dementia can also impact family finances. It may call for another family member to assume money management responsibilities for a parent, grandparent, or sibling....

 

Friday, June 8, 2018

The premiums and coverages vary, and you must realize the differences. Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options and their costs and limitations. Certain features...

 

Friday, June 1, 2018

What should you know? What should your executor know? When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem like a lesser concern, perhaps no...