Blog
What is a stock market correction?
How to make sense of sudden drops in the market There's nothing quite like the rush of watching your investments gain value. The same could be said about the moment of panic when you see them start to take a tumble. However, it's common to see plenty of ups and downs...
Estate planning is an important strategy for arranging financial affairs and protecting heirs
— here are 5 reasons why everyone needs an estate plan When you hear the word "estate," you might think of mansions, huge stock portfolios, art and antiques, and other pricey possessions like cars, yachts, and fine jewelry. The things high-net-worth individuals,...
I’m a Retiree: 4 Things I Wish I Had Known About 401(k)s in My Earlier Years
Retirement — the time to kick back, relax and enjoy the fruits of your labor — is a phase of life many eagerly anticipate, but it also can be a period filled with financial uncertainties. Once you stop receiving a regular paycheck, meeting your financial obligations...
FINANCIAL PLANNING MONTH | October
Heading into the holiday season, Financial Planning Month reminds us to keep our spending in check and prepare our budgets. While it's always better to give than receive, it's smarter stick to a budget all year long. That's why Financial Planning Month takes a fresh...
4 Ways Women Can Invest in Other Women
Intentional investing can allow you to support women with your investment dollars. Investing is for anyone who wants to have control over their financial future — including you, your best friend and your mom. But with the rise of socially responsible investing,...
A Comprehensive Guide to Roth IRA Conversions
With the rising cost of living and uncertain economic times, many investors are looking for ways to secure their financial future. One of the best ways to do this is by investing in an IRA. However, deciding which type of IRA to choose can be a daunting task....
Considering Life Expectancy
Life expectancy
Money Market Funds: A Safe Haven for Investors
Investors are always searching for ways to maximize their returns without taking on too much risk. One option that has gained in popularity in the past few years is money market funds. These funds offer a safe haven for investors who want to earn a higher interest...
Power of attorney & family
Power of attorney
Is “aging in place” a Viable Plan?
A viable plan
Real Estate Inheritance
Inheritance
Hybrid Life Insurance
Life insurance