The Setting Every Community Up for Retirement Enhancement Act of 2019, popularly known as the SECURE Act, was signed into law in late 2019. Now called SECURE Act 1.0, it included provisions that raised the requirement for mandatory distributions from retirement accounts and increased access ...

2022 was a difficult year for many. We saw war in Europe, spiking energy prices, high inflation, a volatile stock market, a tense mid-term election, and interest rate hikes to name a few. The favorable economic circumstances we had in the 2010s (low-interest rates, low ...

Long-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around 60% of us will need assistance with things many take for granted, according to the Administration for Community Living, a division of the U.S. Dept. of Health and ...

Cybersecurity is “the practice of protecting critical systems and sensitive information from digital attacks.” You may not be in the business of defending critical infrastructure from online threats. But fraud, identity theft, and online scams that target your finances pose significant challenges for everyone in today’s digital world. Armed with ...

What's the status of the TD Ameritrade/Charles Schwab merger?  What do the new IRS Agents mean for you?  What's happening in the global economy and how does that impact your investments?  What's going on with digital currencies?   Where are we now? What are we doing/monitoring in terms of your investments? Tune ...

Age and poor health can quickly impair a person’s ability to deal with life’s many issues, including money. There are many avenues you may decide to take for a loved one (or you may recognize that you desire some assistance yourself). Below we cover a ...

When markets are as volatile as what we’ve been experiencing, it can actually be a good time to make progress toward your long-term financial objectives. No matter what’s happening in the economy and financial markets, we’re always on the lookout for ways to bring you ...

Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans. Their thinking might go something like, let’s wait until it’s over, hoping to catch the market at its lowest point before buying in. Or in rising markets, maybe they seek to ...

Written By: Daniel Carnes Jaime Dimon is a name you will only hear over the major news outlets. And for good reason. He is currently the CEO of the largest bank in the world, JP Morgan. Since he’s in a prominent position in the world, ...

What is Bitcoin? What is the blockchain? How can it be used? What risks does it pose? What should you know about investing in Bitcoin? Many of you have been asking to learn more about Bitcoin, so we put on a seminar for you to ...

What are the most important things you really want when it comes to money? To feel secure. Have peace about your financial future. Generate a steady retirement income. Don’t pay more taxes than you have to. Retire with a plan and smart strategy. And what ...

Thankfully, many professionals including doctors and lawyers are held to certain standards within their industries that require them to put the interest of their clients first. Professionals that are legally obligated to put their client’s interest first are known as Fiduciaries. However, this standard is ...

Do you have a rainy-day fund? Is if fully funded? You understand the importance of reserves. Whether it’s a home repair, auto repair, a layoff or unexpected bill, having cash set aside will ease the financial burden. We recommend three to six months of readily ...

Our job is to manage your money so that it will last you for your lifetime. But how can you maximize your longevity? Take this quiz to get an estimate on your lifespan based on your lifestyle. Prioritize Sleep: Don’t underestimate the importance and positive ...

Tune in to our most recent seminar to hear our financial advisory team discuss many topics: Firm updates A Recap of 2020 The Benefits of Using a Financial Advisor: aka Advisor’s Alpha The TD Ameritrade/Charles Schwab merger What's happening in the Economy? What changes are happening in the investment world? What investment options are we monitoring? How to prepare ...

September has historically been the worst month for stocks, according to St. Louis Federal Reserve data measuring monthly S&P 500 performance over the last 50 years. If you are wondering whether the trend has abated in recent years, the answer is no, it hasn’t. Over ...