Insights for every stage of your financial life
Practical guidance from our advisors on retirement, taxes, investing, estate planning and living well, so you can make confident decisions about your money.
- Financial Planning, Mindset & Lifestyle
It’s no secret that having a child is expensive. In fact, the average cost of raising a child from birth to 18 is nearly
- 2 min read
Latest articles
- Tax Planning
Many taxpayers put off their tax preparation until the very last moment. Why wait for crunch time to prepare and
- 2 min read
- Retirement Planning
Q: I recently turned 66 and started receiving my Social Security benefits. Will I have to pay taxes on this
- 2 min read
- Investing & Markets
Now is an ideal time to review or revisit your bond holdings to identify what, if any, changes you may
- 2 min read
- Retirement Planning
The traditional contribution (“front door”) for Roth IRAs is currently not available for higher income earners. Married couples earning $193,000
- 2 min read
- Investing & Markets
Typically, bond prices and interest rates move in opposite directions. This means that when interest rates rise, bond prices tend
- 2 min read
- Investing & Markets
Peter Lynch, the famous stock picker once said, “Most investors would be better off in an index fund.” I wondered
- 2 min read
- Retirement Planning
Be careful if you inherit a retirement account. In many cases, the decedent’s largest asset is a retirement account. If
- 1 min read
- Investing & Markets
August brings with it the end of summer, but in recent years, bouts of stock market volatility have been common.
- 4 min read
- Retirement Planning
This coming Sunday kicks off the 2015 Football Season, I can’t believe it’s upon us so quickly! Retirement has a
- 2 min read
- Retirement Planning
As retirement nears you may not want to convert all of your savings to fixed income or CDs. Even when
- 2 min read
- Retirement Planning
Q: Dear Julia: I always planned on being able to retire when my retirement accounts hit 1 million dollars, this
- 1 min read
- Estate Planning & Giving
61% of Americans die without leaving a will for their heirs, says a recent Harris Interactive poll for RocketLawyer, a
- 1 min read
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Every financial situation is unique. If you have questions about how this applies to you, our team is here to help you build a plan with confidence.