Are you able to stomach swings in the value of your investments? We can help you determine your Risk Number- a measurement of how much loss yo […]
Many of us already have services such as automated bill payment to save time and avoid late fees.
Why not also automate your savings plan f […]
People spend years getting their financial house in order so they can be taken care of and maintain their standard of living in retirement years. This is accomplished by ramping up savings during years of employment, reducing exposure to debt, ensuri […]
If you have read any literature on retirement planning or watched the famous advisors on TV, chances are you were presented with the 70% rule, the one that states that retirees will need 70-80% of their pre-retirement income in order to maintain thei […]
Regardless of how nice your car is when you drive it off the lot, you’re going to have to give it some love and attention in order to get from Point A to Point B consistently and without stress. If you forget to refill the gas tank, you’re not going […]
You may have heard news headlines stating that the Dow is in new record territory having hit the 22,000 level. You may also be wondering what does this market milestone mean, or more specifically, what does it mean for your personal investments and […]
Debt can postpone your goals (like retirement!) and keep you from living the life you want. Here are 3 strategies to destroy your debt and take control of your finances.
What would your life look like if you were 100% debt free?
“Whether y […]
If retirement seems like it is sneaking up on you, here are a few tips to help you catch up on your savings goals. Let’s jump in:
1) Take Advantage of What Your Company Offers
Most companies these days offer some type of matching program w […]
On June 9th, the Department of Labor (DOL) Fiduciary Rule will require financial advisors to act in the best interests of clients. The aim of the rule –advice must be based on the interests of the customer, rather than th […]
Are investment management fees tax-deductible? This very simple question has been made more complicated by the tax code.
For taxable accounts, investment management fees are a tax-deductible on your Schedule A. There is a […]