News
Tax Deadline Extended to May 17th
Typically, you have until April 15th to file your taxes. This year, however, is different. In response to the pandemic, the IRS had the tax deadline extended to May 17th, [...]
What You Need to Know About the Continued Booming Housing Market
We’re in the middle of a global pandemic, so why booming the housing market? After all, the economy is down, and countless Americans are struggling with their finances. After all, the [...]
Retirement Income Planning 101
When it comes to retirement and retirement income, you probably know that saving for it as early as possible is essential. This way, you can tap into the power of [...]
Protect Your Loved Ones with Life Insurance
This Valentine’s Day, you owe it to yourself to show your loved ones just how much they mean to you. By investing in life insurance, you can protect your loved [...]
Why Are Interest Rates So Low?
There’s no denying that the Coronavirus pandemic has led to economic decline and uncertainty. As a result, the Federal Reserve has lowered interest rates. […]
How to Prepare for Retirement in a Post-COVID Era
If the coronavirus pandemic has taken a toll on your finances, you may need to rethink your retirement strategy if you’ve lost your job, work part-time, or transitioned to a [...]
Empowering Women to Make Financial Decisions
It’s important for everyone, including women, to make smart financial decisions that steer them toward financial success. When women thrive financially, they may feel less financial stress leading to independence [...]
Women and Retirement
When it comes to retirement, women can experience more challenges saving for retirement than men. Some of these challenges include leaving the workforce to care for children or other families [...]
How to Prepare for Tax Season
Tax season is fast approaching! If you’re hiring a Certified Public Accountant (CPA), accountant, or other tax professional to handle your taxes, you still have to do some work. It’s [...]
How the New President May Affect Your Finances
In honor of President’s Day on February 15th, it may be a good idea to discuss with your financial professional how our new president, Joe Biden, may affect your finances, [...]
Financial Aid Awareness Month Tips and Ideas
February is Financial Aid Awareness Month. Its purpose is to provide important information to students and their families about financial aid. If you have children or grandchildren who plan to attain [...]
Hobbies and Your Health
According to Wikipedia, “A hobby is considered to be a regular activity that is done for enjoyment, typically during one’s leisure time, not professionally and not for pay. Hobbies can [...]
Fall Festivities and Socializing- Safely.
Socializing is critical for mental health, and people who associate with others live longer. Research also concludes that isolation can often lead to loneliness, depression, and other health problems. Especially [...]
Lowering Interest Rates: Good for the Economy and the Markets?
Interest rates can positively or negatively affect the U.S. economy, the stock markets, and your investments. When the Fed changes the Federal Funds Rate (the rate at which banks can [...]
Life Insurance as Unique as You
Your life insurance needs are unique to your situation and can change over your lifetime. For some people, life insurance is to provide assets to raise a young family in [...]
Investment Risk During and After COVID-19
Investment risk is always present, but during COVID-19, the stock market has experienced so much volatility that investors are beginning to wonder where to invest. Investors must consider how investment [...]
Using Life Insurance for Charitable Giving
Many people have causes they are passionate about, whether it is a non-profit institution, animal or human rights efforts, homelessness, cancer research, or another mission that benefits society. Some of these causes represent personal experiences that donors would like to help resolve for future generations, such as giving to a cancer research fund after a loved one passes. Still, others are passionate about conservation and may donate money to save rainforests.
The 2020 Election: Check Your Emotions and Stay Invested
November third is fast approaching, and you may be wondering how the 2020 Presidential election might impact your portfolio. Here is what we know from a historical perspective: […]
What Does Wealth Mean to You?
When people think of wealth, they might think of examples in films, such as Veruca Salt from the 1971 classic Charlie & the Chocolate Factory. Little Veruca had everything she [...]
The CARES Act and RMD: Relief for Investors
YOu The CARES Act (The Coronavirus Aid, Relief, and Economic Security Act) contains the legislation for Required Minimum Distributions (RMD) for those over age 70 ½ and have already started [...]
Inflation and Taxes Could Rise. Are You Ready for Retirement?
Americans are starting to see the impact of increasing prices at the supermarket and the start of inflation. Also, clothing at retail stores is depleting as manufacturing has halted, creating [...]
Need to Roll Over Your 401(k)? Consider a Fixed-Indexed Annuity
When you leave your employer, you also discontinue contributing to your 401(k) or receiving your employer’s match. You may be going on to another employer or possibly retiring. Either way, [...]
Now is the Time to Schedule Your Fall Financial Review
October is the financial planning month and a great time to meet with your financial professional to ask questions, review policy and portfolio performance, and make decisions that keep you [...]
Reg BI: What Is It, and Why Should You Care?
On June 30, 2020, Regulation Best Interest, or Reg BI for short, officially went into effect. But what is Reg BI, exactly? Where did it come from, and how does [...]
The Upside of the COVID-19 Pandemic
The COVID-19 pandemic has pulled the rug out from under just about everyone on every continent. This pandemic has understandably had a dramatic effect on the everyday lives of most [...]
The Enjoyment of Remote Work
Remote work is the ‘new normal’ since businesses have transitioned to remote operations or have completely closed for the duration of COVID-19. During 2020, the remote work culture has projected forward due to necessity, and companies that made the transition swiftly have also reaped the rewards of continual revenue during this period.
Why Does Gross Domestic Product (GDP) Matter?
When looking to protect your financial future in today’s COVID-19 environment, it’s essential to understand how the economy functions on a historical basis as it relates to the country’s GDP [...]
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