Financial Tips and News

If you’re approaching the finish line toward a financially healthy retirement, or perhaps already got there, congratulations! Retiring with the money you need for any adventures that may come your way is a significant accomplishment, and one you undoubtedly strived hard to achieve. But after enjoying some well-deserved applause—and perhaps

If you’ve ever invested in a 401(k), 403(b), or similar tax-deferred plan, you likely know that you’re generally expected to keep the money in the account until you’re at least 59 1/2—if you don’t want to be stuck with a penalty. However, there is a way around the penalty if

Stashing money away for your retirement is a wise, even necessary, thing to do. So, as you consider saving for your future, you might want to take a look at retirement vehicles that offer tax advantages. Some accounts offer tax advantages for the year that you make your contributions; others

Long-term portfolio diversification, like journalism, requires diversified (and credible) “sources.” Investors can get the scoop from Securities and Exchange Commission (SEC) filings, company announcements, financial news organizations, and other publicly available resources. But that’s just part of the story. It’s also a good idea to dig a little deeper for

The last time we experienced a major pandemic 100 years ago, Wall Street followed up with the “Roaring 20s.” Needless to say, there’s no guarantee of that kind of rebound after COVID-19, and the economy might have more dark days ahead in 2021. Still, the brightest hopes on Wall Street

Retirement is full of possibilities. Will you travel? Pursue a new career or hobby? Volunteer in your community? Spend more time with friends and family? No matter your vision, you need a plan to help ensure you have sufficient income to enjoy this chapter of your life. It’s possible your

The “fight or flight” instincts of humans long predate stock markets and even Warren Buffett, and many investors today are surely familiar with these basic impulses. Should you stand up to a threat and put up your dukes? Or turn tail and run away? Market volatility in 2020 has certainly

We want to help you stay on course as you pursue your financial goals. A complimentary goal planning session with one of our Financial Consultants helps you assess your current financial situation and create a personalized plan for the future that’s focused on your goals. Wherever you want to end

Access professional guidance for planning your retirement Your retirement plan isn’t something you set up once and then leave unattended. A successful retirement plan takes patience, attention, and discipline. To help you plan your retirement, we’ve created a list of things to consider and resources for those just starting out,

The wildest and most unpredictable earnings season many of us are likely to ever see starts today. It begins with markets moving higher as political leaders sound more optimistic about bending the virus curve and the first reporting companies strike a relatively positive tone. In a more typical earnings season,