Get financial clarity, insight, and analysis delivered straight to your inbox.
Subscribe to our weekly blog.
With the holiday season upon us, it’s important to make a plan for all the expenses that come along with the festivities.
As we enter the home stretch of 2016, let’s take a quick step back from elections and holiday plans for a quick financial checkup.
Parents, who choose to treat their children differently regarding future responsibilities or asset split, need to share their logic with their children before it becomes reality.
Lending to relatives can cause tense situations at family gatherings! While such loans could be a win-win, you need to understand the potential ramifications before you make a commitment
Almost $300 million of pension funds are unclaimed! If this raises a concern for you, there are resources available to assist.
Everyone wants a great future! Then why don’t people plan? Many do nothing and leave their future well-being purely to chance.
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?
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.
Important Changes: If you have a student in college or bound for college next year, the process for filing the FAFSA starts October 1st.
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!
Free trade has been a hot topic recently. Both presidential candidates have made very pointed negative remarks about our various free trade agreements.
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.