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Who are Your Beneficiaries?
When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s definitely time to review!
Who will Raise Your Child?
There is nothing better than celebrating the birth of a new baby. If it is the first baby, there are many “first time” experiences to be enjoyed as well as some “first time” decisions to be made. Naming a guardian is one of those.
Socially Responsible Investing for an Impact
Many investors are concerned about the impact companies have on the environment, society, and the economic well-being of the global population. For this reason, they are seeking more than just a dollar return on their investments.
How Much House Should I Buy?
The busy home-buying season is just ahead. Whether you’re a first-time homebuyer or a seasoned homeowner looking to upgrade or downsize, it’s important to know how much home you can afford to buy.
Tips for Completing the FAFSA
Completing the Federal Application for Student Aid (FAFSA) to apply for financial aid for your college-bound child is a stressful process that can tie up your free time for weeks.
Tax Strategies to Ease the Pain of a Down Market!
It’s not fun to watch your portfolio decrease in value, but there is a way to make lemonade out of lemons!
Donor-Advised Fund for Charitable Giving
Want to start your own charitable foundation, but don’t have the wealth of a Carnegie or Rockefeller? Well, an option exists for the rest of us, too! Donor-advised funds can allow you to establish and potentially grow pools of money to be used for charitable giving.
Start 2016 with a 401(k) Checkup
Does your New Year’s resolution for 2016 resonate of “new year, new me”? Whether you have actually followed through with your resolutions or not, you should add one that requires a little effort now with a potentially large reward down the road.
Is It Time To Invest In Oil?
The S&P 500 is down 8% since the beginning of the year. This has been the worse two-week start in the stock market’s history.
The Dangers of Jointly Owned Property with a Non-Spouse
It is very common for spouses to title property that they own together as “joint with right of survivorship”. When one passes, the other owns the property outright. It’s simple, easy, and automatic.
Savvy Holiday Shopping Tips - 2015
Started thinking about your holiday shopping yet? Research indicates that many people will purchase their holiday gifts early this year – really early, as in before Halloween early.
Time for a Year-End Tune-Up… For Your Portfolio
Does your investment portfolio need to be serviced? Just like your car, your portfolio may need a “tune-up”. Year-end is a great time to review your portfolio to ensure it is operating at optimal levels.
