Retirement & Wealth Management

Estate planning is an important part of financial planning that many people overlook until it’s needed. Two of the most common estate planning tools are known as wills and trusts and they allow ...

Planning for what happens after you are no longer living is not a topic many people like to think about, but doing so can reduce emotional and financial stress for the loved ones you leave behind. If ...

Achieving financial freedom is a goal that many of us share. Generally, it means having enough savings, living within your financial means and setting aside money for retirement....

Many of us are aware of the importance of having a power of attorney, but have you thought of your young adult child needing one too?...

Most of us may have a dream of retiring early. The idea of traveling, spending more time with family and friends, and having the time to enjoy hobbies more often and on your own schedule are just some...

If you’re like a lot of homeowners, you have invested a lot of time, effort and money into your home over the years. And you probably have many wonderful memories of living there....

Financial planning is the first step toward your overall financial well-being and choosing a financial advisor who provides you with the necessary assistance and guidance is essential. Not only can a ...

Raise your hand if you're excited to retire. We’re guessing a whole lot of hands just went up! Retirement is a well-deserved right of passage that many people look forward to, but we’...

Life insurance is an essential aspect to consider in your overall financial planning, but it is often the component missing in many plans. Some people are not comfortable discussing the topic of life ...

Retirement? What retirement? Sure, it’s an old cliché, but chances are it’s a question that rings true for many business owners....

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted in December 2019 as part of a larger federal spending package. This long-awaited legislation expands savings opportun...

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement. That's not as easy ...

In a volatile market, it's easy to allow your emotions to influence your investment decisions. But if you can keep your cool while those around you are losing theirs, you may be able to take advantage...

Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2019....

Approximately 67 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits....

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little craz...

Planning for the future is an essential part of your financial well-being and it often starts with having the right documents in order....

If retirement is quickly approaching, you might be wondering, and possibly worrying, whether you have saved enough to live comfortably when the time comes to leave your 9-5 job behind. Planning for re...

The first step toward achieving healthy finances is setting goals. Whether you want to save for a vacation or are thinking more long-term—like buying a house--having goals in mind will help you ...

Regardless of the time you may spend planning for retirement, it’s possible that you may have at least a few misconceptions about being financially prepared for the stage of life when you no lon...

The bad news: College tuition is continuing to rise faster than inflation and family income, causing student debt to be a major problem for many new graduates. According to the Federal Reserve Bank of...

While most people expect to spend less money in retirement, that may no longer be the case. A recent analysis by the Investment Company Institute and the IRS found that spending rose for more than hal...

Between student loans, car payments and rent, managing personal finances can be an overwhelming task if you’re a millennial. The good news is time is on your side! So how can you get started? He...

Preparing a last will and testament is high on the priority list for estate planning, but often gets postponed because many people find it hard to plan for the time after they are deceased or they jus...

Estate planning is an important financial step, and a lengthy process. One of the final details of your estate planning is to name an executor. This family member, friend or professional serves a vita...