financial advisor

Year End Financial Check List for Working Professionals

Year-end Financial Checklist for Working Professionals

Year-end Financial Checklist for Working Professionals Set yourself up for success in the new year with a financial checkup. Here are some essential year-end tax, planning, and financial housekeeping items to consider. 1. Maximize contributions to…


Estate Planning

Estate Planning Must Dos

Estate Planning Must-Dos 12 Estate Planning Activities to Consider Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to…


Determining When to Take Social Security Benefits

Determining When to Take Social Security Benefits The benefits of postponing until your full retirement age Social Security is an asset that is taken for granted by many folks. If you are tempted to take Social Security early, when first eligible at…


Retirement Saving Strategies for Saving in Your 50s

Retirement: Strategies for Saving in Your 50s

Countdown to Retirement: Strategies for Saving in Your 50s Strategies for saving in your 50s Many retirees today are redefining the “golden years.” Forget about endless days of leisure. Retirees seek adventure, travel, and new business pursuits.…


Saving for retirement

Why Should You Start Saving for Retirement Now?

Why Should You Start Saving for Retirement Now? You are busy dealing with life’s day-to-day issues. To you, retirement may seem like a long way off. But preparing now for your financial future is essential because what you do today can help ensure a…


Estate planning actions for the small business owner

Estate Planning Actions for the Small Business Owner

ESTATE PLANNING ACTIONS FOR THE SMALL BUSINESS OWNER Two things people avoid talking about are death and money. Combining the two is estate planning—the process of arranging for the management and disposal of a person’s estate while minimizing gift,…


Covid Colleges

COVID Forcing Some Colleges to Close Forever

COVID Forcing Some Colleges to Close Forever College savings tips – because the costs of college are not going down As if the country needed another divisive topic, the debate about reopening schools this fall is splitting communities, educators and…


8 Exit Strategies for Business Owners

8 Exit Strategies for Business Owners

8 Exit Strategies for Business Owners Are you a business owner thinking about exiting your company? Which exit strategy will benefit you most? It’s a tough move to undo, and you should know the pluses and minuses going in. While the number of exit…


Financial News for the week of November 22, 2019

Financial News for the Week of November 22, 2019

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Stocks were volatile this week amid signs that U.S.-China trade talks may be stalling. Cautious optimism briefly returned on Friday on news that the Chinese president was calling for the two sides to…


Financial News for the Week of November 15, 2019

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK U.S. data this week showcased the contrasting feature of the U.S. economy: a resilient U.S. consumer but a struggling manufacturing sector. Negotiations on a phase one trade deal between the U.S. and China took…