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Aug 31, 2015

Stock Market Advice: Don’t Panic!

Does a 10% drop in the stock market scare you? Emotions lead to bad decisions. Be a smart investor. Understand that markets go up and down and invest only if you have the wherewithal to stay invested while everyone else is panicking.

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Aug 24, 2015

Do 529 Plans Jeopardize Financial Aid?

Saving for college is important. However, maximizing financial aid may be the difference between going to college and sitting out. The funding of a 529 College Savings Plan has many benefits, but what’s the impact on a student’s financial aid calculation?

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Aug 12, 2015

Selling Houses and Paying Taxes: Your Questions Answered

A second marriage often finds the couple with two houses. Purchasing a new home and putting your own stamp on it is one of the joys of starting a new life together.

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Aug 12, 2015

Try These Tax Strategies for 2015

There’s no time like the present to strategize about taxes. Thoughtful tax planning today can help you save significantly come tax time. And who doesn’t want to keep as many of their hard-earned dollars as possible!

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Aug 12, 2015

The Second Time Around

Thinking of tying the knot again? According to Sinatra, love is easier the second time around, but his romantic lyrics gloss over the reality that second marriages can require more planning than first marriages.

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Aug 9, 2015

4 Charitable Giving Questions – Answered!

Confused about charitable giving? Understanding the ins and outs of it is important. Your gifts will not only lower your tax bill, but will also help support causes you care most about.It's a win-win situation!

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Aug 3, 2015

Top 4 Rental Car Traps to Avoid

Renting a car today is much easier than in the past. You can quickly look at a couple of websites and click on the car with the price that is best suited for you. While this sounds easy and efficient, there are potential traps that can make your cost go up significantly.

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Jul 27, 2015

The Final Frontier for Investing – Live Long… and Prosper?

Frontier Markets, just like a Star Trek adventure, come with some bold challenges. Are you ready to diversify into the least developed, but fastest growing, countries that make up the Frontier Markets?

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Jul 20, 2015

Don't Ignore Your 401(k) - Maximize Your Benefits Now!

To have financial security in retirement, you need to plan appropriately to ensure you will not run out of money. That means taking advantage of retirement savings vehicles such as the 401(k) or 403(b) that is provided by your employer.

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Jul 13, 2015

Will China's Volatile Market Impact You?

Stock prices in China have plummeted over the past few weeks. This turmoil has raised concerns regarding the outlook for the world's second-largest economy and potential spillover effects on global markets. How does this market volatility in China affect you?

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Jun 30, 2015

Greece Defaults - Now What?

Today, Greek banks and the Greek stock market were closed, as they will be all week. Meanwhile the Greek citizenry are getting set to vote on a referendum that could determine whether they remain part of the European Union or exit.

Image for The Ups and Downs of Downsizing for Retirement

Jun 22, 2015

The Ups and Downs of Downsizing for Retirement

Many people assume downsizing their lifestyle during retirement is a simple task that leads to decreased spending and increased satisfaction during non-working years.

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