January 28, 2019

Have you ever wondered what happens to missing money? It happens on occasion. Maybe you move before the last interest payments come in and never get the change of address form filled out. Maybe a life insurance policy that you never knew about named you as a beneficiary and now there is money owed to you.  The question you're probably ask...

December 17, 2018

It is not uncommon for us to get the question, “What are you going to do with my investments when the market sells off?” The answer often surprises people, we most likely won’t do anything. If we decide to do something, we will probably be buyers if the market continues selling off. So why even have an advisor if we won’t do anything when...

November 26, 2018

Saving for retirement can seem like an enormous task, especially when you fall behind. The temptation can be to take on additional risk to make up the difference. However, instead of betting on higher returns, it is better to control the things you can have an impact on. Here are some of the best strategies for ensuring you have enough in...

November 19, 2018

In analyzing a company, a quick way to review its financial health is to observe various ratios such as its Price/Earnings ratio or its Current ratio. The same can be done with your own personal financial health as well. Consider some of the following ratios to quickly check how you are doing and if there are any red flags in your persona...

November 5, 2018

The Internal Revenue Service last week announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019. Below is the highlights provided by the IRS of the changes.

The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal...

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