April 24, 2020|Blog
President Trump just signed the latest coronavirus relief bill, which will funnel more than $320 billion in economic aid to small businesses that have been hit hard by the pandemic. Lawmakers say future legislation is in the works… more
April 15, 2020|Blog
For many of us, the coronavirus pandemic is putting things in perspective—and triggering some pretty big questions on the individual level. With public health front and center during this dark time, many are looking inward and examining their… more
March 28, 2020|Blog
No matter where you live or what you do for a living, we’re all feeling the economic impact from the coronavirus. In fact, close to 3.3 million American workers recently filed for unemployment benefits. With that being said,… more
March 23, 2020|Blog
It’s been a turbulent couple of weeks for investors—and chances are you’re feeling some degree of anxiety during this time of market volatility. At the end of the day, you’re only human, and keeping cool during times like… more
March 5, 2020|Blog
For many retirees, Social Security benefits represent a sizable chunk of guaranteed monthly income. Think of it as a nice supplement to the nest egg you’ve worked so hard to build over the years. Taking advantage of spousal… more
February 6, 2020|Blog
Retirement planning serves one true purpose—preparing for your future so that you can live the life you want when you decide to step away from the workforce. Think of it as your financial freedom plan. Smart planning doesn’t… more
January 17, 2020|Blog
Ushering in a brand-new year has a way of sparking real reflection; personally, professionally and financially. It’s a fresh start—a time to absorb the lessons of 2019 and look ahead to the coming year with a sense of… more
December 18, 2019|Blog
After working for decades, retirement is about transitioning away from the daily grind and taking some much-deserved time for yourself. If you planned ahead and began contributing to your nest egg early on, you’ll have funds waiting for… more
December 4, 2019|Blog
The latest round of tax reform has had a pretty significant impact on charitable giving, specifically when it comes to writing off donations. This is because certain tax deductions are only available if you choose to itemize, rather… more