Many of us take advantage of a new year to turn over a new leaf. This can include everything from starting a new exercise regimen to committing to cooking more at home. It’s also a prime time to assess your current financial situation and take concrete steps to improve it. 

It’s no secret that many American parents want to support their kids by paying for their college education. According to recent research from Student Loan Hero, 92% of parents today have already paid for or plan to assist with these costs. Furthermore, 68% say they would consider withdrawing…

As 2021 winds down, it’s a good time to assess opportunities to trim this year’s tax bill. Waiting until you begin to work on your tax return in early 2022 will be too late to save in most cases. So, you should plan now, before 2021 comes to an end. Consider if any of these actions make sens…

We're always interested in hearing about news in our community. Let us know what's going on!

Many of us take advantage of a new year to turn over a new leaf. This can include everything from starting a new exercise regimen to committing to cooking more at home. It’s also a prime time to assess your current financial situation and take concrete steps to improve it. 

It’s no secret that many American parents want to support their kids by paying for their college education. According to recent research from Student Loan Hero, 92% of parents today have already paid for or plan to assist with these costs. Furthermore, 68% say they would consider withdrawing…

As 2021 winds down, it’s a good time to assess opportunities to trim this year’s tax bill. Waiting until you begin to work on your tax return in early 2022 will be too late to save in most cases. So, you should plan now, before 2021 comes to an end. Consider if any of these actions make sens…

The holidays can push budgets past their limit as people do more entertaining, attend more events, dine out and participate in gift exchanges. Whether you’re gathering in person or celebrating at a distance this year, it will be tempting to overspend. Here are some tips to help you plan for …

At this time of year, current Medicare beneficiaries have the option to make changes in their coverage. The so-called Medicare Open Enrollment period runs from October 15 to December 7. If you’re enrolled in Medicare, this is an opportunity for you to make adjustments to your plan that will …

The decision to leave a job and stay home with children is often a difficult one. During the COVID-19 pandemic, there was a rise in stay-at-home parents often fueled more by necessity than by choice. As some parents now re-enter the workforce, others are considering their options. With a new…

If you are expecting or have recently added a child to your family, you have likely begun making big plans for the future. One of the most important aspects to consider while preparing for your new arrival is how your financial habits, responsibilities and goals might change. Here are seven …

Budgeting and financial planning are two terms that are easily confused. Both apply to personal finances and both are activities that can help you be financially successful now and in the future. Yet, while the two go hand-in-hand, they are not the same. Here are ways they differ and how the…

  • Updated

Does this sound familiar? As fast as money comes in, it goes out the door again in pursuit of the next “must have” purchase. Such spending habits can take a toll on plans to build up savings for the future. The key is finding a balance between immediate gratification and long-term financial …

In the fall, many employers offer an open enrollment period – a window of time to select your benefits package for the coming year. It’s easy to overlook this opportunity and maintain the status quo, but this could be a costly mistake given the significant role benefits play in your financia…

The tight labor market is enticing many people to evaluate options to start a new career. If you’re among those who plan to quit your current role in search of a better opportunity, it’s important to consider how doing so could affect your finances. Here are some things to think about before…

Retirement marks the end of a chapter in your career and the start of a new lifestyle. This unique transition can bring a myriad of emotions, most commonly ones of excitement and apprehension. If you’re pondering retiring in the next year or so, here are five tips to help you transition smoothly.

Do you own shares of stock, or other assets like mutual funds, that have appreciated in value in recent years? If the stock is held in a taxable account, a decision to sell shares at some point in the future may result in a taxable gain.

  • Updated

If you’re in a position to provide financial help to your grandchildren, your generosity is likely to be greatly appreciated. Here are some things to consider before giving younger family members a financial boost.

Home prices have been soaring across the country. According to the National Association of Realtors, the median existing-home price rose more than 17% from March 2020 to 2021. This reflects just how competitive the market has become for homebuyers. If you are looking to purchase a new home, …

As a financial advisor, I spend my days helping my clients make smart money decisions that will set them up to achieve their goals for the future. While a lot of what I do involves sophisticated strategies designed for more established investors, I also care deeply about helping the next gen…

If a person close to you has been diagnosed with Alzheimer’s disease, it may be time to address some serious financial questions. Due to the debilitating nature of Alzheimer’s and related forms of dementia on your loved one’s ability to make sound financial decisions, the sooner you can get …

For most investors, it’s no surprise that markets are subject to up-and-down fluctuations over time. It’s pretty common for your portfolio to experience temporary declines in value. Markets generally have the ability to overcome losses and continue to accumulate wealth.