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Monday, April 12, 2021

When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even...

Monday, April 5, 2021

“The real key to making money in stocks is not to get scared out of them.” Peter Lynch They say April showers bring May flowers. Well, after a lot of showers and storms over the past year, flowers are starting to bloom and...

Thursday, April 1, 2021

Your financial professional can help you navigate the ever-changing IRS rulesTaxpayers of all ages may be able to claim a deduction on their 2020 tax return for contributions made to their Individual Retirement Account made through...

Thursday, April 1, 2021

As your retirement draws closer, you will probably start to have lots of questions such as: How much Social Security will I receive? When should I retire? How will I know when to retire? Do I have enough saved? What will I need to do...

Wednesday, March 24, 2021

Retirement planning is a complex process requiring as much support and time as possible to reach the desired end. Retirement planning at all ages is important – the more time put into the process, the less investment is necessary...

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Friday, March 19, 2021

Watch the 10-year and oil because inflation eats away at retirement income The current job market landscape is a warning sign of how painful the U.S. economy is for many, as over 745,000 Americans filed for first time-unemployment...

Monday, March 15, 2021

Being a nurse comes with a lot of responsibility alongside a sense of pride in knowing that you are helping others. But while the road to becoming a nurse already involves a fair bit of course work, there unfortunately isn’t much...

Friday, March 5, 2021

For many women, working toward financial independence is more difficult. Obstacles women face include having a longer life expectancy than men which will require more savings for retirement, spending fewer years in the workforce than...

Friday, March 5, 2021

Whether you're a dentist about to start your own dental practice or you’re considering joining up with another dentist (or practice), you might be wondering about the most financially prudent path forward. After all, launching a...

Thursday, March 4, 2021

It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that everyone’s life is different today than it was a year ago. It’s...

Friday, February 26, 2021

Being a doctor comes with a lot of stressors, but planning for taxes should not be one of them. As a doctor, you have been through years of hard work and may be looking for ways to help limit your tax liability and preserve as much of...

Friday, January 29, 2021

Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time...