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

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

Don’t Make These Life Insurance Mistakes

Most people understand the necessity of life insurance these days. However, locating the right policy isn’t as simple as selecting a product off of a shelf. Life insurance is right

An IRA Serves a Variety of Purposes

As you plan for retirement, you will confront a variety of options from 401(k) funds, to annuities, to Individual Retirement Accounts (IRAs). Some people just go with whatever is available

Streamline Your Personal Accounting

Don’t you just love sitting down to balance your accounts and pay the bills? Well, no, probably not. Of all household chores, many people list personal accounting as one of

Smart Decisions Lead to a More Secure Future

You sell a valuable collector’s item. You receive an inheritance. You land a major account at work, leading to an impressive bonus. Your trip to Vegas results in a surprise

A Simple Way to Protect Your Assets

Imagine that you have an accident on the road, and another driver or their passengers are injured. You might believe that your auto insurance policy protects you from all possible