Latest Articles
Want to Get More “Financially Fit” in 2018? Set Savings Goals Now
One of the most important elements of a good financial plan is regular saving. Unfortunately, it is one of the biggest stumbling blocks as well, with 57% of Americans reporting
A New IRS Withholding Tax Calculator Eliminates the Guesswork
Last week, in response to confusion surrounding the 2018 tax law that was passed in December, the IRS released an updated online Withholding Calculator. The tool is designed to help
How to Make “Cents” of the Changes to 529 Plans
Are you saving for your child’s education with a 529 account? If you are already contributing to a 529 plan, reduced deductions in the new 2018 tax law mean you
The “Kiddie Tax” is Changing: What You Need to Know Now
Saving on taxes, while saving for your child or grandchild’s college education, just got a little trickier thanks to important changes in the “Kiddie Tax”. The tax bill that was
Shocked by the Market’s Drop? Chalk it Up to Recency Bias
Whether you realize it or not, chances are good that you are prone to something called Recency Bias, which is the common tendency to think that what has been happening
The End of Low Volatility?
Whether you view Friday’s stock market sell-off as an adjustment to permit the markets to climb higher on a more solid base, or were nervous about the sharp short term
Wants vs. Needs; Simplifying your Financial Plan for a Happier You!
We hear from prospects all the time “ I manage a complex budget for my firm, yet I just can’t seem to sift through my personal finances.” Welcome the financial
How Compound Interest Can Help Build Wealth
“Winning the lottery is crucial to my retirement plan.” Does it surprise you to hear that this is a real quote from an American worker? Sadly, it’s not just one
Sign of the Times
Sign of the Times It wasn’t too long ago that every teenager was fawning over the boy-band One Direction. Now, only a few years later, the band members are all