Educate, Encourage, Empower

Why Do You Need a Will?

December 25, 2018

It may not sound enticing, but creating a will puts power in your hands.

According to the global analytics firm Gallup, only about 44% of Americans have created a will. This finding may not...

Some Changes Are Coming for 401(k)s

December 18, 2018


Take note of them for 2019


Some notable developments are about to impact 401(k) plans. They follow a major change that became effective in 2018. Thanks to the Tax Cuts & Jobs Act, workers who...

Your 2019 Financial To-Do List

December 11, 2018


Things you can do for your future as the year unfolds.


What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving,...

Tax Scams & Schemes

December 4, 2018

The “dirty dozen” favored by criminals & cheats. 


Tax Considerations for Retirees

November 27, 2018


Staying Out of Debt Once You Get Out of Debt

November 21, 2018


Is Generation X Preparing Adequately for Retirement?

November 13, 2018

Future financial needs may be underestimated.

If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event in the lives of...

Retirement Plans For Every Stage

November 6, 2018


Your Diversified Portfolio vs. the S&P 500

October 30, 2018

How global returns and proper diversification are affecting overall returns. 


Tolerate the Turbulence

October 23, 2018

Look beyond this moment and stay focused on your long-term objectives.