So you’re thinking about giving a family member some money to help with a down payment on a home. Or maybe you want to help contribute to a college fund
Continue Reading
Record home sales have led to homeowners searching Zillow, trying to find the perfect place to move. For some, it’s the weather, or to be closer to family and friends,
It has been a busy year when it comes to updates and changes concerning your money. In addition to working on personal investment strategies that help our clients’ financial plans,
Are you dreaming of retirement, or currently in retirement and dreaming of a new chapter in life? Once a year everyone should take the time to review and update their
Investors have a fascination with predictions. Look at the financial media. Turn on any television show, listen to any radio program, or pick up any magazine, and you’ll see there’s
Creating a financial plan not only gives you a road map to your retirement goals, but it also allows you to better understand the emotional elements of the stock market.
Retirement is changing. There is a shift taking place on how we retire and who can help us get there. Gone are the days of working somewhere for 40 straight
The last two months have brought continued market volatility to both stocks and bonds. It can be hard to stomach at times, yet it’s also expected. The long-term investor knows
You’ve seen the headlines, you’ve heard the talking heads, you likely have negative feelings when you see the term blasted across the front page of the business periodicals. Markets have
There is a new change for 2018 with the Medicare Access and CHIP Reauthorization Act. This act lowered the threshold on which Medicare recipients pay an Income Related Monthly Adjustment