With stock prices and valuations at near all-time highs, political uncertainty and the upcoming election now may not be a bad time to evaluate your situation if you are nearing retirement or [...]
When purchasing an Exchange Traded Fund (ETF), mutual fund, or individual stock to invest in do not make the classic mistake of chasing returns. In this post, we will examine ETFs and to a degree [...]
If you are like many, you may be worried you have not saved enough to retire in the fashion you had always dreamed of. But do not worry, it is never too late to take over and properly plan for [...]
With the passage of the spending bill to find the federal government, there was one of many additional bills attached to the two spending bills. One, in particular, will have a profound effect on [...]
Financial planning can be a complicated and confusing endeavor for many. As a Registered Financial Consultant, I am always looking for ways to improve my services on a variety of people I am [...]
If you have children or grandchildren and wish to save for their education expenses efficiently, you will want to look at a state-sponsored 529 plan. These plans are available in every state and [...]
Are you preparing for your retirement and not sure what you should do about collecting your Social Security benefits? If so, you are not alone in wondering when the best time is to file to [...]
Are you one of the millions of workers whose company does not offer a pension for your retirement? If so, then you will most likely rely on the government’s answer to companies taking away the [...]
If you are a member of Generation Z, here are some money tips from Millennials and Gen X that we have learned the hard way. Yes, you are still young and have the rest of your financial lives [...]
If you are working and contributing to a 401(k), we will look at some ways to improve your position within your plan. If you have ever looked at your plan in terms of selection of funds to invest [...]