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Image for Yours, Mine, and Ours: Marriage and Personal Finances

Apr 19, 2021

Yours, Mine, and Ours: Marriage and Personal Finances

There is no right or wrong way to manage personal finances as a couple. There are several budgeting approaches to consider. Be open and honest about your status and hash out a plan together.

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Apr 12, 2021

Self-Investors: Value or Growth?

Self-investors tend to select an asset allocation for their investment accounts and tend not to change anything as long as the performance is good. So what should you do?

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Apr 5, 2021

Summer Sizzle: $4 per Gallon Gas!

While gas prices in Indiana are often below the national average, experts predict that the U.S.'s average price could exceed $4.00 per gallon later this summer. As prices at the pump increase, other transportation modes are also likely to see meaningful increases in their prices.

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Mar 29, 2021

ARP Stimulus Payment: Are You Eligible?

Just $1 too much could cost you your entire rebate. Reducing your adjusted gross income can help maximize your rebate without costing you a dime.

Image for Hiring a Financial Advisor: When is it Time?

Mar 22, 2021

Hiring a Financial Advisor: When is it Time?

Only you will know if and when it's the right time to hire a financial professional. There's an advisor out there for everyone, whether you're looking for a one-time financial plan or a long-term, comprehensive relationship.

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Mar 16, 2021

Thinking of a Second Home? Not So Fast.

Purchasing a second home should not be an impulse decision. It requires diligent research and financial commitment. Before you buy, consider the consequences, estate issues, and more.

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Mar 15, 2021

Tales from the Crypt-o

The BItcoin hype is back, but it is important to keep in mind that most of the companies investing in Bitcoin are doing so in very small amounts.

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Mar 15, 2021

Grandparent Owned 529 Plans: What You Need to Know

Helping a grandchild with their college expenses by putting money in their 529 is great! But do you know if contributions count as a gift or if the grandchild is a "skip person," or if it can hurt financial aid eligibility?

Image for Hedge Funds: Risky Investment or Portfolio Diversifier?

Mar 8, 2021

Hedge Funds: Risky Investment or Portfolio Diversifier?

You must do your research before investing in a hedge fund. You will want to be familiar with the investment strategy and understand the fee structure as well as their liquidation rules.

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Mar 5, 2021

Does My Child Need Life Insurance?

Evaluating the reasons behind a desire to purchase life insurance on a child can be helpful with the question "does it make sense?" If you are protecting against future un-insurability, it's hard to argue an alternative solution.

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Feb 22, 2021

The Nanny Tax. How Does it Work?

So, you hired a nanny to reduce the pandemic chaos. But did you think about the tax issues involved? It’s worth taking the time to structure household employee arrangements at the beginning of an engagement, so everyone involved is protected from day one.

Image for Are you a Gambler or Investor?

Feb 15, 2021

Are you a Gambler or Investor?

Investing in certain parts of the market without a plan can result in the same dynamic as gambling. Are you ready to make a bet?

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