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Oct 10, 2016

Are You Confident in Your Future?

Everyone wants a great future! Then why don’t people plan? Many do nothing and leave their future well-being purely to chance.

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Oct 3, 2016

Teaching Kids about Investing

Most people would likely agree that teaching children about investing is a very important life lesson. However, if you try to have a discussion about stocks and bonds with most children, their eyes will quickly glaze over. How can you get them more involved?

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Sep 27, 2016

What do You and Prince Have in Common

If you are one of the 64% of Americans who do not have a will, you are in the good company of Aretha Franklin and Prince as well as Sonny Bono, Martin Luther King, Jr., and Abraham Lincoln. Unfortunately, dying without a will can create a mess for your heirs.

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Sep 19, 2016

New Date for FAFSA Filing: October 1

Important Changes: If you have a student in college or bound for college next year, the process for filing the FAFSA starts October 1st.

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Sep 12, 2016

Too Good to be True

An old adage says: “If it seems too good to be true, then it probably is!” About ten years ago, some wealthy investors were given an opportunity to earn an average 12% return and never lose money. They invested millions! Unfortunately, this story is true and it didn’t end well!

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Aug 29, 2016

Let’s Talk Free Trade

Free trade has been a hot topic recently. Both presidential candidates have made very pointed negative remarks about our various free trade agreements.

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Aug 15, 2016

Hacked! It Can Happen to You

The 2016 presidential election has been far from boring! One of the most attention-grabbing events involved the 20,000 private emails between members of the Democratic National Committee that were exposed to the public.

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Aug 12, 2016

Got EE Savings Bonds?

Quite a few people have savings bonds that they purchased or received as a gift years ago. If you’re one of those people, you’ve probably wondered what they’re worth or what you can do with them now?

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Aug 8, 2016

Who You Gonna Call?

If you have a ghost problem, it’s obvious to call “ghostbusters”, but when you need assistance with your money, things get much more serious. Finding an advisor who has the knowledge, experience, and ethics requires you to look under the hood and kick the tires.

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Aug 1, 2016

International Stocks: Is it Time to Buy, Sell or Hold?

What’s going on with the international stock market? Prudent investors use international stocks to diversify their portfolios.

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Jul 25, 2016

Getting Divorced? Understand the Money Issues

Divorce is a traumatic experience and financial aspects can add to the stress. Decisions are hard to make if you don’t have a clear and complete understanding of the family’s current financial situation and what your future may look like.

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Jul 18, 2016

Who Should You Trust?

According to the Bureau of Labor Statistics, over 250,000 professionals call themselves financial planners or advisors. When looking for advice, how do you determine who is qualified to provide you the personalized plan that can achieve financial independence?

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