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Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.

7 Reasons a Roth IRA May Be a Good Idea for You or Someone You Love

Mar. 6, 2017 Article

It’s almost tax time. During April, many people take advantage of the opportunity to reduce taxes by funding a Traditional IRA. While that makes sense for some Americans, others may benefit by contributing to a Roth IRA that offers no immediate tax break, but has other tax advantages, such as tax-free growth potential and tax-free income during retirement. Some people may realize the greatest benefit by having both types of IRAs.

Health Savings Accounts

Feb. 6, 2017 Article

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

Four Basic Estate Planning Documents

Jan. 4, 2017 Article

Being prepared for major life and death decisions requires thoughtful, thorough planning. When it comes to your estate, this involves an all-encompassing look at the decisions to be made, who makes them and how assets are divided. To get your estate in order, you will need to prepare four major documents.

4 Financial Strategies To Consider Before Year End

Dec. 1, 2016 Article

With the start of the fourth quarter, it’s a good time to make sure we are executing on our 2016 financial strategies before year-end.

Budgeting For Your Retirement

Nov. 1, 2016 Article

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

Insure Your Income With Disability Coverage

Oct. 3, 2016 Article

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.

The Future Of Wealth Management

Sep. 2, 2016 Article

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.

529 College Savings Account Basics

Aug. 1, 2016 Article

529s have become one of the most popular college savings options. Here are some basics.

19 Retirement Mistakes You’re Making Other than not Saving Enough

Jul. 1, 2016 Article

It’s conventional wisdom by now that Americans aren’t saving enough for retirement. Recent studies have shown that many Baby Boomers might have to live on a mere $7,000 to $9,000 a year during their golden years, based on their current savings (not including Social Security).

Cyber Crime is a Growing Threat

Jun. 1, 2016 Article

If you’re not a technology wonk, you may not realize the Internet and the Worldwide Web are actually two different things. The Internet is a global system of interconnected computer networks.