Giving the Gift of Education

It’s graduation season, and along with all the wonderful things a college degree comes with are also student loan debts. If you’re attending high school or college graduations, no one may be talking about it, but the graduates and their parents likely have the high cost of college on their minds. You might be writing [...]

2020-11-29T03:54:15+00:00December 4th, 2020|Financial Planning, Investing Strategies|

Time to Give Thanks: Charitable Giving Before the Year’s End

You're probably looking forward to Thanksgiving, even if it looks a bit different this year or you're not a big fan of turkey. Whatever your Thanksgiving is like this year, it’s a good time to think about how you express gratitude. Some people donate their time or money to a charitable organization, especially around the [...]

2020-11-24T22:25:40+00:00November 24th, 2020|Charitable Giving, Financial Planning|

How Much Could Long-Term Care Cost You?

If you have elderly parents or know someone who does, you already know that there are many hard decisions to make when it comes to long-term care, especially during the pandemic. And figuring out the finances can be even harder. Trends could change in the coming decades, such as moving long-term care into the home, [...]

2020-11-15T22:24:24+00:00November 15th, 2020|Financial Planning, Healthcare|

4 Ways to Prepare No Matter What the Future Brings

Nobody has a crystal ball to tell us exactly what the future holds, but don’t let uncertainty be the reason you’re unprepared for retirement.  As someone who has worked hard for what they’ve earned and is likely invested in America’s future, you may be concerned about what the future could bring.  But, it’s important to [...]

2020-11-01T18:52:59+00:00November 1st, 2020|Financial Planning|

How Will Social Security Benefits and Taxes Change Next Year?

The Social Security Administration recently made some important announcements that workers and retirees should note, including a Social Security benefit increase – and a tax increase. While it’s very unlikely that the program will ever disappear, we could see changes in the coming years due to the program's financial state. The Social Security trust fund [...]

2020-10-26T12:43:37+00:00October 26th, 2020|Financial Planning, Social Security, Taxes & Tax Planning|

3 Tools to Help Survive Hard Times

Since there is so much uncertainty right now, many are making predictions about where the economy is headed, when the virus will subside, and when we will return to “normal.” While no one can be sure, it’s worth considering the future when planning for it. If you’re nearing or entering retirement, a solid plan is [...]

2020-07-30T00:10:06+00:00July 17th, 2020|Financial Planning|

Financial Lessons from a Founding Father

America is taking another look at Alexander Hamilton thanks to the hit Broadway musical celebrating his role in shaping our nation. As the first Secretary of the Treasury, he created the first national bank, consolidated the new country’s war debts, and established federal credit. You could say he was America’s first Chief Financial Officer. He [...]

2020-07-30T00:06:37+00:00July 6th, 2020|Financial Planning|
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