Broker Check

Blog

What’s on our minds? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And who knows, once in a while we may just throw in a restaurant review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Wednesday, May 22, 2019

Many people tend to avoid the “b” word – Budget! But a budget is really a spending plan that gives you control over your finances by tracking what comes in and what goes out. It’s that simple, and it...

 

Wednesday, May 1, 2019

Today’s longer lifespans have left some baby boomers in the difficult position of planning for retirement, helping their children and caring for aging parents simultaneously. Giving advice to aging parents on their finances and...

 

Tuesday, March 19, 2019

Spreading your investments over different asset classes like stocks and bonds is one way to diversify your portfolio. But you can also diversify through different types of stocks, such as large cap and small cap. Cap stands for...

 

Thursday, February 14, 2019

Too many young people can’t afford college, and many more leave college under a mountain of debt. Here are 5 ways to plan for a debt-free education. First, invest early in college savings plans like 529s or state prepaid tuition...

 

Thursday, January 17, 2019

You might be asking yourself, "When should I retire? Should I retire early or defer it?". Deciding when to retire may not be just one decision, but a series of decisions and calculations. For example, you’ll need to estimate not...

 

Show All

Tuesday, December 18, 2018

The death of a spouse is one of the most devastating events of a person’s life.During this difficult time, do not make any major financial decisions right away.Allow yourself time to only deal with the emotions of your loss....

 

Tuesday, November 20, 2018

A retirement income plan is needed because life changes in retirement. Your retirement plan should account for every year in retirement, even past your life expectancy. For each year, make a list for you and your spouse that include...

 

Wednesday, October 31, 2018

Dollar cost averaging is a stock market investing technique where you buy a fixed dollar amount of a particular investment on a regular schedule, regardless of the share price. More shares are purchased when prices are low and fewer...

 

Wednesday, October 31, 2018

You’ve worked so hard to build your net worth, but it could fall into a sinkhole if you don’t do estate planning. Estate planning isn’t just for the rich, it is a necessity for everyone, and estate plan will allow you...