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The Importance of Setting Career Goals
We all want to grow in our careers; after all, no one wants to be stuck in the same job for years and years. But in order to achieve any type of professional success, we must continually push ourselves and develop our skills. How do we do that? Set goals. Consider...
An Introduction to Estate Planning for the Sandwich Generation
Estate planning can be crucial to protecting your assets and providing for your children or other loved ones after you are gone. Here are some tips for Sandwich Generation members to begin their estate planning process.
529 Plans and Alternatives: Making an Educated Decision about Education Savings Options
Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also...
Setting and Targeting Investment Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your...
May the 4th Be With You: 4 Money Lessons for Becoming a Financial Jedi Master
When it feels like the galaxy’s forces are all working against you when it comes to your finances, fighting back may seem incredibly daunting. However, becoming a financial Jedi Master is not as hard as you think. Here are four money lessons that may help you gain...
Life Insurance: How Much Is Enough?
You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of your death. However, determining the appropriate amount of coverage for your family can be complicated. Rather...
When Changing Jobs, Rollovers May Offer Benefits
Consolidating retirement accounts can help your retirement immensely For many individuals, changing jobs can be an exciting opportunity to advance their career or pursue new interests. However, it can also present a challenge when it comes to managing their...
The Importance of Setting Career Goals
We all want to grow in our careers; after all, no one wants to be stuck in the same job for years and years. But in order to achieve any type of professional success, we must continually push ourselves and develop our skills. How do we do that? Set goals. Consider...
Investment Changes
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ALL BLOG POSTS
Donor Advised Funds: A Unique Way to Give
If you’re in search of a way to reduce your tax bill and give back to the community, a donor advised fund may be worth considering.
The Hidden Gems of IRAs: 5 Little-Known Facts You May Not Know
When it comes to financial accounts like the IRA, details are everything. Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed.
March 2024 Investment Changes
Increased focus on high quality strong balance sheet companies in our equity holdings. Our mantra remains “not all companies are well prepared for higher interest rate era.”
It’s Never Too Late to Improve Your Financial Awareness
Financial education is constantly evolving. As investments, financial priorities, and the economy...
Maximizing Retirement Savings: The Medical HSA
The “medical IRA” offers triple-tax benefits and is a unique retirement tool As retirement...
Asset Allocation
Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset...
IRS Releases Standard Mileage Rates for 2024
Due to recent increases in the price of fuel, the IRS has increased the optional standard mileage...
A “Reality Check” for Emerging Families
Questions that need answers when thinking about enlarging your family Steven and Pamela Jackson,...
Changing Jobs? Know Your 401(k) Options
If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k)...
A Taxpayer’s Guide to Exemptions, Deductions, and Credits
When filing your income taxes, each taxpayer is different. Some prefer reducing the taxes they owe...
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