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529 Plans: Prepaid Educational Arrangements

529s have become one of the most popular college savings options.

Section 529 of the tax code established two types of higher education investment plans that receive preferential tax treatment. The 529 college savings plan allows assets in the account to grow and withdrawals for college expenses to be made tax

Your One Stop Guide To Retirement Planning

Do You Feel Overwhelmed Thinking About Retirement Planning?

Do you feel overwhelmed thinking about retirement planning? It's one of the most common topics we're asked about. One way to make it more manageable is to break it down into a series of decisions:

How much do you need to save?  This is the most

7 Budget Tips To Help You Save Costs When You Travel

Travel is the only thing you buy which makes you richer

We wholeheartedly agree with the saying, “Travel is the only thing you buy which makes you richer”. However, bank accounts generally don’t. While we’d all love to spend our holidays in a luxurious coma, we find ourselves compromising on little

3 Ways You Can Lose Your Social Security Benefits

Don't Risk losing your Social Security benefits Tens of millions of Americans rely on their Social Security benefits, and many are in a position in which they can't really afford to lose their monthly checks. Yet there are a few situations in which the Social Security Administration can and will

Health Savings Accounts

HSAs have the potential to fill gaps in insurance coverage during retirement or employment changes.

Do you know the importance of Health Savings Accounts (HSAs)?

Congress created Health Savings Accounts (HSAs) in 2004. As of January of 2015, the number of Americans utilizing these vehicles for accumulating

Budgeting For Your Retirement

Retirement planning requires determining your retirement expenses, and that starts well before you retire.  

Start your budget planning process at least five years before you  retire

 Start your budget planning process at least five years before you plan to retire to help you determine whether you’ll have enough

Insure Your Income With Disability Coverage

If you and your family depend on income from your small business, you need to ensure that cash flow in the event your work flow falters.

Are your overlooking your most valuable asset?

You’ve insured your home and personal property, your vehicles and your life, but are you overlooking your most

The Future Of Wealth Management

A great transfer in wealth from aging baby boomers to younger generations is under way, and it is reshaping the wealth management industry in ways that demand greater efficiency and adaptation by incumbent firms.

There is a great transfer of wealth happening

 The shift to new investors is

529 College Savings Account Basics

Guide your savings plan to a 529 plan 529s have become one of the most popular college savings options. Here are some basics.

Looking to save for college? Take a number – the number 529 to be exact.

College Savings Accounts, or 529s as they’re nicknamed (after the IRS tax code), have

A Choice: Taxable or Tax-Free Income in Retirement?

Forty years ago, the Stanford marshmallow experiment explored self-control by offering preschoolers a choice: Take a marshmallow immediately and get only one or wait to take a marshmallow and get two. Some chose the first option; others the second.

Take tax-free distributions as long as certain requirements are met

What If You Lost Up to 50% of Your Wealth in a Single Day?

Nothing is more satisfying for advisors and their clients than planning, investing, and watching net worth gradually increase. And, nothing is more disheartening than having a significant portion of portfolio value disappear as the result of anYou can often protect the wealth you’ve accumulated

Sometimes to Get Ahead You Have to Look Back

Sir John Templeton, creator of the Templeton Growth Ltd. fund, was a pioneer in both investments and philanthropy. In the 1950s, he provided advice on how to invest worldwide when Americans rarely considered foreign investments.

Protecting your purchasing power is vital

Much of what he

Year-End Tax Tips to Help You Save

Although the year is almost over, you still have time to take steps that can lower your 2015 taxes. Now is a good time to prepare for the upcoming tax filing season.  Taking these steps can help you save time and tax dollars. They can also help Take these steps to help you save time and tax dollars

Guard your identity as you would any other valuable asset

As you likely are aware, identity theft is a growing problem that’s affecting more and more people every day. 

The financial services industry takes identity theft very seriously

You can be assured that the financial services industry takes this offense very seriously and  goes to great lengths, at all levels, to

Tax Savings through Year-End Gifting Strategies

As the seasons change and we’re into the fall and winter months, it might seem odd to think about next year’s taxes.

Take steps to hopefully avoid a large tax burden

However, now is a good time to review your financial situation before the books close on the year, and take steps to hopefully

Featured by Forbes: How to Invest Your Money in Q4

We are pleased to send you a copy of an article recently published by Forbes  featuring Michael Mullis’ expert insight of ‘How to Invest Your Money in Q4’.

Article recently published by Forbes featuring Michael Mullis’ expert insight

We, along with 9 other firms nationwide, were asked to contribute our best mutual fund or

Patience will be Profit and Fear will be Loss

 

On August 30, 2015, Ben Stein from the CBS program talked about the recent happenings in the stock market. He discussed that those who blame China for the U.S. stock market's recent decline are missing an important piece of the explanation. We

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