Suggestions for Long-Term Financial Health
Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring...
Read More
AICPA Highlights 5 Recent Personal Finance Trends
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be...
Read More
Why Diversifying Your Portfolio is Important
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio. But as important as it is...
Read More
Why Should I Think About Retirement Planning?
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is...
Read More
The Pros and Cons of Investing in a 529 Plan for College
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529...
Read More
Investment Tips for All Seasons
If you’ve been investing in stocks or bonds for a while, you may feel like you have an understanding of this precarious...
Read More
How to Look for Investing Opportunities during the COVID-19 Crisis
Intro With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between...
Read More
3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach
Intro When it comes to managing your personal finances, paying someone else to decide where to put your money may feel...
Read More
Selling Your Home After Retirement: The Benefits of Downsizing
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Read More
Retirement Success
Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the...
Read More
Understanding Exchange-Traded Funds
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar...
Read More
The Risk of Reverse Dollar-Cost Averaging for Retirees
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
Read More