Take These Tax Planning Steps Before the End of the Year

Tax planning might be the last thing you want to think about at this time of year! But because many tax breaks are based on actions you took before December

Contribution Limits Will be Higher in 2018

If you’re participating in a qualified retirement account, you know that it carries more than one benefit. Yes, the account helps you save for retirement and even allows your employer

Social Security COLA for 2018 Announced

Whether you have already retired and filed for Social Security, or you’re still planning for the future, it makes sense to stay informed on issues that might impact those benefits.

4 Retirement Facts That Might Surprise You

Much of retirement planning focuses on financial preparation. You’re saving money, allocating your assets, balancing your portfolio, and so on. So, many people lose sight of other issues that will

Taking Advantage of a Healthy Economy

Every time we turn on the evening news, it seems that we hear depressing and discouraging things. But there is also plenty of good news to celebrate these days. Have

Avoid This Surprise When You Retire

As you prepare for retirement, you’re going to hear and read many different tips and strategies. It can sometimes be difficult to separate fact from fiction, or determine which strategies

Index Investing 101

You invest because you want to grow your money, but that growth can occur in numerous ways. Each investor’s strategy differs slightly – or in some cases, significantly – from

Share These Financial Tips with Your Adult Children

Once your children have graduated from college and landed adult jobs out in the “real world”, most parents breathe a sigh of relief. You don’t worry about them so much

A Different Way to Look at Retirement Planning

In the financial planning world, each client is unique. And yet, we hear one question over and over” How much do I need to save for retirement?” Without knowing you,