Exposing the Top 7 Social Security Myths
May 1, 2019
Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully
Insights
2nd Quarter 2019 Market Update
April 3, 2019
My mother is not pregnant. Convincing my brother Jake that she was served as a great April Fool’s Day prank in 2008. As of April
5 Kid-Friendly Financial Literacy Tips
April 1, 2019
Who is teaching your kids or grandkids about money? They likely aren’t learning about it in school; only 17 states in the U.S. currently require
The 5 Phases of Pre-Retirement
March 1, 2019
Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework and
5 Tips for When the Markets Get Rocky
February 1, 2019
Many investors are familiar with the emotional impact that often comes with market volatility. When stock markets swing in extreme directions or change suddenly, investors
1st Quarter 2019 Market Outlook
January 10, 2019
Many stock indexes finished down in 2018 for the first time since the financial crisis. The S&P 500 ended down 4.38%, the Nasdaq dropped 2.84%
Stop Procrastinating: 5 Financial Resolutions You Can Start Right Now
January 1, 2019
Did you achieve your financial goals in 2018? If not, keep reading. To achieve financial fitness this year, set strong financial resolutions that will help
Don’t Miss These 7 End-of-Year Financial Planning Tips
December 1, 2018
The end of the year is quickly closing in, and there is no better time than now to take inventory of your financial situation. Evaluating,
Top 5 Apps to Save You Money
November 1, 2018
The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx
4th Quarter 2018 Market Update
October 9, 2018
Welcome to 2016! Well, the financial markets have not welcomed it with quite that friendlyof a greeting thus far. They say that if you predict
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