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Timing Your Retirement

Timing Your Retirement This short video illustrates why knowing when to retire can be a crucial part of your strategy. The content is developed from

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Stop Wasting Money

Stop Wasting Money Benjamin Franklin once said, “a penny saved is a penny earned.” One way to find the money to meet your spending or

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Tax Efficiency in Retirement

Tax Efficiency in Retirement Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it

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Mortgages in Retirement

Mortgages in Retirement Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind.

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Happy Thanksgiving 2022

Happy Thanksgiving 2022 The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude. So, as you

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Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what

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Ahead of the Midterms 2022

Ahead of the Midterms 2022 The midterm elections are underway. In many states, ballots have been delivered and, in several cases, already returned by Americans

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Inflation & Your Money

Inflation & Your Money “If the current annual inflation rate is 8.2 percent, why do my bills seem like they’re 10 percent higher than last

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When Heirs are Imperfect

When Heirs are Imperfect Passing your estate to an heir with credit problems or a gambling or alcohol addiction might not only lead to that

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Mutual Funds vs. ETFs

Mutual Funds vs. ETFs The growth of exchange-traded funds (ETFs) has been explosive. In 2005, there were less than 500; by the latter half of

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Have a Hopeful Halloween

Have a Hopeful Halloween Lately, “inflation” seems to be the media’s favorite word. Everywhere you turn, there’s another story about the impact of inflation. For

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A Primer on Dividends

A Primer on Dividends When looking for income-generating investments, some investors turn to dividend-yielding stocks. When a company makes a profit, that money can be

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Split Annuity Strategy

Split Annuity Strategy When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are designed to

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