admin
- Investing & Markets
Dear Valued Investor: Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and
- 3 min read
- Estate Planning & Giving
A revocable living trust is an agreement stating how an individual’s property will be distributed and managed during their lifetime
- 2 min read
- Estate Planning & Giving
A revocable living trust can be a useful estate planning tool, but it’s important to understand how they work first.
- 2 min read
- Financial Planning
Is Your Financial Advisor a Fiduciary? With a recent endorsement, President Obama committed to the fiduciary standards for financial advisors.
- 1 min read
- Retirement Planning
The median life expectancy for a 65-year-old American woman is 86, according to the Social Security Administration. For men, it’s
- 2 min read
- Retirement Planning
Do you think you’re ready to start your dream retirement? This is getting harder to do. In 2014, just 4
- 2 min read
- Retirement Planning
Myth 1: 100 minus your age equals the percentage of stocks to keep in your portfolio. If you’re 40 years
- 1 min read
- Retirement Planning
What is your dream retirement? When the time arrives that you have been working for your entire career, will you
- 2 min read
- Investing & Markets
In late June we all received the unprecedented news that the United Kingdom (U.K.) has voted to leave the European
- 1 min read
- Estate Planning & Giving
Avoiding these seven most common mistakes can help make life easier for those who survive you. Not having an estate
- 2 min read
- Retirement Planning
So, what’s the big idea behind a rollover IRA? With a rollover IRA, the retirement dollars you have saved so
- 2 min read
- Retirement Planning
The Roth IRA is a retirement savings vehicle that was started through the Taxpayers Relief Act in 1997 and named
- 2 min read