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Why NOT to Wait on Estate Planning
A death in the family is life changing and stressful as it is, and the last thing surviving family needs is further discord and confusion on how to administer an estate. Those who do not take any action with their estate during life often make it much more difficult (and expensive) for their heirs manage.…
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Does the New SECURE Act 2.0 Impact Me?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed by Congress in late 2022. It is designed to encourage Americans to improve their retirement savings plans. Of the many impacts this bill has, here are some of the more important changes that may affect your retirement plans. I actually really like…
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Which Investment Account is Right For Me?
It can be daunting to plan out retirement when there is a seemingly endless number of rules, components, and factors to consider. Because of the complexity of it all, so many put off investing until much later in life, when the greatest potential for long term growth has already passed. As it is important to…
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5 Mistakes DIY Investors Make
With the proliferation of the Internet and continued expansion of online investment tools, the role of an Investment Advisor is now of crucial importance. Personal investors have access to more information than they ever have before, but wading through the data to find that path to success and discipline still requires the eye of a trained…
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Seven Questions to Ask Before Investing
Subscribe to our weekly blog We have all heard of the seven deadly sins, things that you should never do or you risk the harshest of punishments. But many people don’t know about the seven deadly questions, involving your investments. There are seven questions that one must answer before beginning to have peace of mind…
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How Can E-Money Save you Time?
Budgeting can be very time consuming and tedious which is why most people don’t do it. Today we are going to discuss online budgeting/financial software and how it can help to make your financial picture much more clear and save you oodles of time. You might have heard of Mint.com, which is one of…
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Millennials and Their Money: 3 Tips for Overcoming Investing Fears
When it comes to Millennials and their money, most Americans ages 18 to 29 would rather sit on a boat load of cash. They have a sinking feeling that investing in the stock market is like boarding the Titanic. According to a recent Bankrate.com study cited by a recent The Street article, younger people prefer…
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3 Things to Consider When Preparing Your Will
A death in the family is traumatic and stressful, and something which all affected must come to terms with in their own way and in their own time. Unfortunately, it’s also usually the time during which emotions are running at their highest when family members need to come together and agree. In this ‘perfect storm’…
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5 Money Saving Strategies to Avoid
We’ve all done it. Spent more than we wanted to all in an effort to get a great deal. With all the offers floating around promising to help you save money, here are 5 to avoid: 1. Buying in bulk. While buying in bulk can be a cost-effective budgeting strategy, often consumers end up buying…
