1. Not taking advantage of the Stretch distribution option or not establishing it properly The Stretch IRA is a way …
Dollars and Sense, Social Media and your Money
What influences your spending choices? Social media can pressure you to spend more than necessary. We have all seen our …
When Spouses Combine Finances
After you marry, to what degree should your financial lives be shared and how do those finances affect your relationship? …
Missteps That May Negatively Impact Estate Plans
Inattention and procrastination can hurt family wealth. Some estate planning is better than none, but sometimes people address wealth transfer …
Build a Solid Financial Foundation
Creating a solid financial foundation can help investors stay focused no matter how the markets are performing. When the markets …
Will You Retire in a Bull or Bear Market?
Learn how that could affect your retirement strategy A bull market can promote overconfidence. You may be lulled into thinking …
What to Do Before 30 if You Want to Build Wealth
Some key financial steps that you could take. Your twenties are the perfect time to save and invest. Do it …
Smart Financial Moves in Your 40’s and 50’s
These crucial years call for action. Today, retirement may seem nearer to you than it once did. The following moves …
What is the Opportunity Cost of Achieving a Goal?
With the stock market hitting all-time highs on a what seems like a daily basis, now is the time to …
Service Specialist or Advisor?
With the Department of Labor’s proposed changes, a lot of firms have changed the way that they do business. This …