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Image for Health Insurance, HSAs and Adult Children - Your Questions

Aug 8, 2018

Health Insurance, HSAs and Adult Children - Your Questions

It has become increasingly popular to keep your “adult” children on your health insurance plan until age 26, but it’s not as simple as just letting them use your insurance coverage. Read on for the ins and outs of health insurance and HSAs and what that might mean for your adult children.

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Aug 6, 2018

Inside Scoop on the New Kiddie Tax

Thinking about moving investments into your children’s names to be taxed at a lower rate? Not so fast! The Kiddie Tax was recently restructured by the Tax Cuts and Jobs Act, and it’s important to understand those changes and how it will affect you and your children. We have you covered with all the details.

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Jul 30, 2018

Target-Date Funds: Are They Right for You?

Chances are you’ve heard of target-date funds…but do you really know what they are and if they’re a good fit for your investment plan? We dive into the particulars so you don’t have to! Read on for more information on the pros of target-date funds, as well as their downside.

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Jul 23, 2018

Become a Millionaire…Overnight?

Everyone would love to be a millionaire overnight – so why isn’t everyone doing it?! While there are avenues to grow your money quickly, they’re usually filled with risk and, more often than not, lead to failure. Instead, follow our lead – living within or below your means, combined with saving and investing, can be that rewarding combination you’re looking for, without the high risk.

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Jul 16, 2018

Bond Yield Curve: Indicating Recession?

Investors, the bond market’s yield curve is indicting the possibility of impending recession! However, while the shape of the yield curve can be used as a tool to project the future health of the economy, it is not a crystal ball. Read on for a better understanding of yield curves and how this trend could impact you.

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Jun 25, 2018

Rising Interest Rates: Impact on Investments

News of rising interest rates has been hard to miss, but if the economic jargon makes you anxious or you’re trying to ignore the topic altogether, you may have overlooked the impact this could have on your investments. We’ve pulled together a few basic points to help you feel more confident in the current economic environment.

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Jun 11, 2018

With a Will, It’s Done Your Way

What happens if you die without a will in place? Who decides where your assets go, and more importantly, who cares for your children? Without a will, these decisions are left up to the state…and you might not like their choices. Drafting a will enables you to clearly articulate your wishes for the disposition of your estate, as well as the care of your children, ensuring your final wishes are carried out. Read on for our tips on creating your will.

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Jun 4, 2018

International Travel: Handling Bank and Charge Cards

You’ve planned your dream vacation, but be sure it doesn’t turn into a financial nightmare! With a bit of planning ahead of time, you can ensure your finances are squared away for your trip and avoid any unnecessary interruptions to your cash flow. Read on for our best tips on protecting your money while traveling abroad.

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May 21, 2018

Retirement Communities: What’s the Appeal?

If you’re retired or planning to be soon, a Continuing Care Retirement Community might be a good option for you. Continued independence with the added bonus of on-site medical care, maintenance-free living and amenities galore can be a draw for many retirees. But it’s important to understand your options and the associated cost – all those amenities can come with a hefty price tag! Be sure you understand your options: Read on for all the details.

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May 21, 2018

How Company Cash Decisions Impact the Market

A company’s annual performance can affect the stock market – but you might not have considered that how companies spend cash to benefit their shareholders can do just the same. We explore the ways companies routinely spend their cash to benefit shareholders, and what effect each of those ways has on the stock market.

Image for Your Roth Account and the 2018 Rule Changes: Your Questions Answered

May 21, 2018

Your Roth Account and the 2018 Rule Changes: Your Questions Answered

As part of the tax law changes enacted earlier this year, the rules regarding Roth accounts have also been updated. Be sure you understand the new Roth rules and how they could impact you and your wallet.

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May 21, 2018

Tariffs and Trade Wars

With so much talk about the imposed tariffs on China, potential trade wars, and possible retaliatory tariffs on the U.S., it’s hard to know what to believe. Are we really headed for a trade war? Read on to better understand the pros and cons of the tariffs game.