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Image for Marijuana: Boondoggle Or Serious Investment?

Apr 17, 2018

Marijuana: Boondoggle Or Serious Investment?

Marijuana’s popularity is on the rise, and as states continue to legalize its use, the industry around its growth and distribution could be an attractive investment. But is it really a good investment? We explore this trending industry and what it could mean if you decide to invest.

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Apr 9, 2018

When College Planning Goes Awry

Not all education paths after high school look the same…so what should you do about that 529 if your child decides to take a different path than traditional college? The good news is you do have options. Whether it’s attending a vocational school, going into the military or immediately joining the work force, your 529 savings aren’t lost. We break down just what your choices are and how those will affect you.

Image for Tariffs: Impact on Your Wallet?

Apr 2, 2018

Tariffs: Impact on Your Wallet?

Tariffs and trade wars and volatile markets…Oh my! You probably already know that the President has imposed tariffs on many Chinese goods coming into the U.S. But you might not understand what that means for the stock market, American corporations, and your wallet. We’ve cut through the hype to focus on tariffs and what they could actually mean for the economy…and your pocketbook!

Image for Retirement Distributions: The Exception to the Rule

Mar 26, 2018

Retirement Distributions: The Exception to the Rule

Would you like to retire early? Want to take funds from your retirement accounts early to help make ends meet until your Social Security or pension kicks in? You can – provided you meet the criteria and follow all the rules! We have you covered with all the details!

Image for Mobile Payment Apps: Convenience vs Privacy

Mar 19, 2018

Mobile Payment Apps: Convenience vs Privacy

The popularity of mobile payment apps is on the rise, and it’s never been easier and more convenient to repay that friend or co-worker you owe money. But with that convenience also comes some risk. If you’re using an app to complete a peer-to-peer transaction, are you sure your personal information is secure and private?

Image for Auto Insurance and . . . Pothole Damage?

Mar 12, 2018

Auto Insurance and . . . Pothole Damage?

Everyone from Indiana knows that the season between fall and spring isn’t winter…It’s Pothole Season! And with it comes the potential for damage to your car. If you’ve found yourself unable to dodge the craters during your daily commute, what can be done? Insurance might cover the pothole damage to your car, but it could come at a cost. We’ve outlined what you need to know if you’ve fallen prey to the dreaded pothole!

Image for How Cryptocurrencies Will Transform Our Banking System

Mar 5, 2018

How Cryptocurrencies Will Transform Our Banking System

Cryptocurrencies are a hot investment for many right now, but who would have thought they might change the face of the banking industry? From ease of money movement to virtually no transaction costs associated with the transfer of money, cryptocurrencies could be paving the way for a disruption to the banking industry’s traditional way of doing things.

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Feb 26, 2018

Leaving a Legacy for Your Pets

To many, pets are members of the family. But who will care for them when we’re gone? Including your pets in your estate plan can solve this dilemma.

Image for Stock Market Volatility: How to Survive

Feb 19, 2018

Stock Market Volatility: How to Survive

It’s been just over a year since the Dow Jones reached 20,000 points. Since then, we’ve had a pretty easy ride without too much market volatility…until February. While it’s nearly impossible to predict the Dow Jones future, you can educate yourself on why there’s volatility in the market, as well as the best course of action to take when volatility strikes.

Image for The New Standard Deduction and Charitable Giving

Feb 19, 2018

The New Standard Deduction and Charitable Giving

The standard deduction has nearly doubled under the Tax Cuts and Jobs Act, and as a result, many may no longer itemize their deductions. We’ve outlined three options that will allow you to support the organizations you’re passionate about while also reducing your tax liability at the same time!

Image for Investing with the New Tax Plan

Feb 19, 2018

Investing with the New Tax Plan

Wondering how future investing and tax strategies might be impacted by changes outlined in the Tax Cuts and Jobs Act? What’s changed and what’s stayed the same? We have you covered - we’ve compiled a list of those changes that might be most pertinent to you, as you consider your investment and tax strategies.

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Feb 19, 2018

New 529 Plan Changes

The Tax Cuts and Jobs Act bill has many Americans wondering just how they’ll be affected by the first major tax overhaul in nearly thirty years. If you own a 529 account, you’ll want to be sure to stay abreast of the changes to your plan in order to take full advantage of any new benefits that are coming. We’ve highlighted the main changes to 529 plans and how they might impact your education savings!