Blog
Preparing for a Wintery Market with A Helping Hand
There is a plethora of factors to be aware of when it comes to protecting what you’ve worked so hard to save for during hostile market environments.
Read MoreQualified Charitable Distributions to Reduce the RMD Tax Burden
If you already give to charitable organizations championing a cause you support, you can maintain your charitable habits as well as save on taxes, helping you keep more of what you worked so hard to save.
Read More6 To-Dos Before Claiming Social Security
You’ve probably worked your whole life to save for retirement, so when it comes time to live your retirement life, don’t let the small things go forgotten! See these Social Security To-Dos to prepare.
Read MoreSocial Security Taxation: Understanding How It Works
As the anniversary of the Social Security bill being signed into law (August 14, 1935) approaches, we’re reminded of the intricate workings of the US tax system. Social Security, a vital program designed to provide financial...
Read MoreHow Do Medicaid and Long-Term Care Relate?
While Medicare covers a lot, even covering emergency hospital visits at no cost, it doesn’t cover long-term care. Medicaid, a needs-based healthcare program for persons of all ages, covers the cost of long-term care for seniors...
Read MoreShow All
Commonly Overlooked Healthcare Expenses
Long-term care is generally the most significant question mark when saving the optimal amount for your retirement years. It's worth looking into what you can do now and how much you need to budget to spend later on.
Read MoreTrying To Time A Recession?
Some economic indicators are suggesting that a recession is possible in 2023, while others are sending mixed signals. It's important to realize that economic fluctuations are normal, and that if we enter a recession, it is not the time...
Read MoreImportant Changes To FAFSA: What You Need To Know
As you may be aware, the FAFSA form is crucial for students applying for federal student aid, including grants, work–study funds, and loans. Today, we would like to share information regarding recent changes to the FAFSA.
Read MoreChoosing Between IRAs: Which is Right for You?
A traditional Individual Retirement Account (IRA) is one of the most well-known tax-advantaged retirement savings vehicles. However, you may not know that there are five different types of IRAs, each designed to serve a specific...
Read MoreCommon Travel Questions - Answered!
As the summer travel season approaches, we wanted to share tips for those preparing for a vacation outside the U.S. Whether you're heading to Europe, Asia, or another part of the world, being prepared may help you avoid unexpected...
Read More10 Mistakes That Can Derail Your Financial Strategy
We all make mistakes. The key is to learn from them and try not to repeat them. Financial mistakes can be particularly costly and can have long-term implications. Throughout our careers, we’ve witnessed plenty of missteps...
Read MoreIs There Light at the End of the Debt Ceiling Tunnel?
After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus as lawmakers work around the clock to find a resolution. There's nothing like an impending deadline to focus attention.
Read MoreTIPS for Inflation
In February 2018, Jerome Powell was appointed as Chair of the Board of Governors of the Federal Reserve System. He became the 16th chair to take over the helm of the world’s most influential central bank. Among other duties ...
Read MoreNew Retirement Contribution Limits for 2023
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached...
Read MoreBudget Check Up: Tax Time Is the Right Time
Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements;...
Read More5 Ways to get More out of Your Social Security Benefits
Delay collecting your benefits.Technically, you can begin collecting benefits at age 62, but your benefits may be significantly reduced. Instead, waiting till your "full retirement age" (FRA) may be a better option, because it's the...
Read More10 Financial Tips to Make Caregiving Easier
At some point in life, just about everyone becomes a caregiver to a family member or loved one. Whether it’s due to unexpected circumstances or old age, it’s important to prepare clients in the event they have to take on...
Read More