Balancing College and Retirement Are you faced with the dilemma of saving for your own retirement while at the same time trying to put money away for a child’s college education? How do you pursue both goals? How do you determine which is more important or what path to take? If this hard choice sounds familiar, you’re […]
How Elections May Affect The Economy The 2016 presidential election has been a roller coaster unlike any in recent memory. Amidst the drama, you might be wondering how the outcome will affect the economy and your financial future. You’re not alone. In a recent BankRate poll, 61% of Americans said they think the election is […]
Dollar Cost Averaging Volatility is part and parcel of being a stock investor. Many investors go wrong when they try to outsmart market movements by timing buying and selling. Unfortunately, research has shown that market timing may hurt your portfolio performance over time. Not only do investors tend to sell when prices are down and […]
Four Reasons Millennials Need an Estate Strategy You’re young, have little in savings and likely have no one yet relying on you financially. So why do you need to think about estate management?¹ Here are four great reasons: Estate Strategies: They’re Not Just for the Elderly You need a will. You may ask why a […]
WHAT’S HAPPENING POST BREXIT? Now that the Brexit vote—Britain’s vote to leave the European Union (“EU”)—is behind us. It is worth examining the aftermath. At first, investors panicked. Polling data and expert opinions suggested that the vote would fail, so the results were a surprise. As a result, many investors were caught betting on […]
Yours, Mine and Ours: Estate Strategies for Second Marriages If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.¹ Unlike a typical first marriage, second marriages often require special consideration that should address children from a prior marriage and the disposition of […]
Questions About Medicare? Here Are Some Answers. Medicare is complex and today’s changing health care landscape makes it more important than ever to fully understand how it works. If you or someone you know is near retirement, you may have questions about how to enroll in Medicare and what Medicare covers. Here are answers […]
WHAT’S A BREXIT? On June 23, the United Kingdom (“UK”) held an historic vote. The issue was whether to exit the European Union (“EU”)—known as “Brexit”—or to remain. The public debate was heated. Both sides of the issue predicted a gloomy future for the British people, if they chose poorly. Up until the voting booths […]
Does Your Child Need to File an Income Tax Return? As parents, we encourage our children to work so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn? The IRS does not exempt anyone from […]
BIG CHANGES IN JUNE? May saw the price of oil creep back up above $50 per barrel. It didn’t stay there long, but it has settled into a groove just a dollar or two lower. Global supply issues prompted this price increase. Nigeria, the largest producer in Africa, is dealing with rebel activity in the […]
