5 Tips for Navigating the Coronavirus Crash
April 1, 2020
When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals. After all, when you’ve worked hard for
Insights
Leave a Lasting Legacy: Consider Your Impact on the World
March 1, 2020
Although there is a significant financial component to leaving a lasting legacy, it encompasses so much more than just money. It’s easy to get stuck
What the SECURE Act Means for Your Retirement
February 1, 2020
On December 20th, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. As the name implies, this law intends to make
1st Quarter 2020 Market Outlook
January 10, 2020
Happy New Year, new decade and new beginning! I hope this year and decade bring you and your loved ones a lot of fun and
How to Make Your 2020 Resolutions Stick
January 1, 2020
Making a New Year’s resolution is the first step to creating better habits. But making a New Year’s resolution and keeping a New Year’s resolution
Don’t Miss These 6 Year-End Financial Planning Opportunities
December 1, 2019
Are your finances ready for the end of the year? December brings many deadlines and lists; there are gifts to buy, holidays to plan, and
College Savings Plans: Breaking Down the Complexities
November 1, 2019
The increasing cost of higher education saddles many young adults with massive amounts of student debt. This student debt makes it harder to balance other
4th Quarter 2019 Market Outlook
October 9, 2019
Entering the final quarter of 2019, the overall markets are giving us a solid return for the calendar year. In fact, this is the best
Be Prepared: 7 Estate Planning Tips
October 1, 2019
No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions.
5 Financial Wellness Tips for the Sandwich Generation
September 1, 2019
Are you in the ‘Sandwich Generation’? If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is
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Matthew Logan, Certified Financial Planner® Series 7, Series 66, Series 24 Life and Health Insurance
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