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.
Jun. 1, 2015Article
The middle of each calendar year marks an excellent time to review the health of your current financial plan.
Life events, taxes and market conditions can all dramatically affect your financial security. A review of your personal finances is a wise...
May. 1, 2015Article
Most people make sure they have enough money to pay their bills – the mortgage, car, telephone, credit card, and other payments – each month.
However, they often forget to write the most important check. Whether you are a teacher, a professional...
Apr. 9, 2015Article
By Steve Fahy
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The role of bonds in the typical portfolio allocation are changing from this point forward. Refer to the interest rate chart below. It shows the 10-year US Treasury rate for the past twenty-five years. During that period of time,...
Apr. 1, 2015Article
At the start of 2015, participants in 401(k) and 403(b) plans will have contribution limits. A participant will be eligible to contribute up to $18,000, a $500 increase over 2014. Additionally, the catch-up...