Broker Check

Blog

Saturday, February 15, 2020

In this quarterly issue, I cover the following topics: 1. Tips for Targeting Your Retirement Savings Goal 2. The SECURE Act Offers New Opportunities for Individuals and Businesses 3. Closing Gaps in Your Insurance Coverage 4. How can I...

 

Wednesday, January 15, 2020

Taxes can take a big bite out of your total investment returns, so it's encouraging to know that your employer-sponsored retirement savings plan may offer a variety of tax benefits. Depending on the type of plan your employer offers,...

 

Wednesday, January 15, 2020

Investing for your retirement isn't about getting rich quick. More often, it's about having a game plan that you can live with over a long time. You wouldn't expect to be able to play the piano without learning the basics and...

 

Sunday, December 15, 2019

If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with...

 

Wednesday, November 20, 2019

All About Credit Scores It's difficult to imagine functioning in today's world without credit. Whether buying a car or purchasing a home, credit has become an integral part of our everyday lives. Having easy access to credit goes hand...

 

Show All

Friday, November 15, 2019

In this quarterly issue, I cover the following topics: 1. Three Regrets of Retirees 2. Ten Year-End Tax Tips for 2019 3. Tips for Managing Your Holiday Spending 4. What are continuing care retirement communities? 5. Do independent...

 

Tuesday, October 15, 2019

As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. In fact, over decades of conducting its annual Retirement Confidence Survey, the Employee Benefit...

 

Sunday, September 15, 2019

Massive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital world. Once identity thieves have your information, they can use it to gain access to your bank and credit...

 

Thursday, August 15, 2019

In this quarterly issue, I cover the following topics: 1. Ten Money-Saving Travel Tips 2. Why Not Do It Now? New Research on Procrastination 3. Should You Invest Internationally? 4. What's the real return on your investments? 5. What...

 

Monday, July 15, 2019

You've worked long and hard for years, saving diligently through your employer-sponsored retirement savings plan. Now, with retirement on the horizon, it's time to begin thinking about how to tap your plan assets for income. But hold...

 

Saturday, June 15, 2019

As you progress along your career path, there's no telling how far you'll go. But to fully reap the financial rewards of all your hard work, you'll need to take charge of your own career. Here are a few issues you'll want to pay close...

 

Wednesday, May 15, 2019

In this quarterly issue, I cover the following topics: 1. Investing in Yourself for a Change 2. Quiz: How Much Have You Thought About Health and Health-Care Costs in Retirement? 3. Know Your Mutual Funds 4. DO I need to get a REAL ID...

 

Monday, April 15, 2019

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you...

 

Friday, March 15, 2019

In the final quarter of 2018, interest rate and growth fears, along with geopolitical events, sparked volatility in the financial markets and reversed many of the outsize stock gains notched earlier in the year. The S&P 500 posted a...

 

Friday, February 15, 2019

In this quarterly issue, I cover the following topics: 1. Famous people who failed to plan properly 2. Know your Mutual Funds 3. Alzheimer's disease myths and facts quiz 4. How can I tell if a crowdsourcing campaign is a scam? 5. How...

 

Wednesday, January 30, 2019

It wasn't so long ago that many investors regarded dividends as roughly the financial equivalent of a record turntable at a gathering of MP3 users — a throwback to an earlier era, irrelevant to the real action. But fast-forward...

 

Wednesday, December 12, 2018

If your employer-sponsored 401(k) or 403(b) plan offers pre-tax, Roth, and/or non-Roth after-tax contributions, which should you choose? How do you know which one might be appropriate for your needs? Start by understanding the...

 

Thursday, November 15, 2018

In this quarterly issue, I cover the following topics: 1. What to do if your term life insurance policy is about to expire 2. Working in retirement 3. Take charge of your student debt repayment plan 4. Should I enroll in a health...

 

Monday, October 15, 2018

Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn't mean you have to forgo pursuing a return on your money. Socially responsible...

 

Tuesday, September 25, 2018

How much life insurance do you need? Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you're...

 

Saturday, September 1, 2018

After years of development, numerous robo advisors have entered the world of investment management. Still, many investors may not fully understand exactly what robos do, or how they do it. A robo advisor is a digital platform that uses...

 

Monday, August 6, 2018

In this quarterly issue, I cover the following topics: 1. Mid Year Tax Planning: Tax Changes to Factor In 2. Going Public: An IPO's Market Debut May Not Live Up to the Hype 3. Protect Your Heirs by Naming a Trust as IRA Beneficiary 4....

 

Thursday, July 5, 2018

Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, are starting a family, are enjoying your peak...

 

Friday, June 1, 2018

Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your home free and clear...

 

Tuesday, May 15, 2018

In this quarterly issue, I cover the following topics: 1. What's your money script? 2. Weathering the storm: Are you prepared? 3. Four tips for downsizing in retirement. 4. Will a government pension reduce my Social Security benefits?...

 

Tuesday, April 24, 2018

An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a...

 

Tuesday, April 24, 2018

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.0 years longer than men.* That's important because it means that there's a greater chance that you'll need your assets to last...

 

Wednesday, April 11, 2018

Life insurance has many uses, including income replacement, business continuation, and estate preservation. Long-term care insurance provides financial protection against the potentially high cost of long-term care. If you find...

 

Thursday, March 1, 2018

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. While many of the provisions in the new...

 

Thursday, February 15, 2018

In this quarterly issue, I touch on the following topics: 1. How much risk can you take? 2. Key retirement & tax numbers for 2018 3.Don't Delay: The potential benefits of starting to save now! 4. What can I do to crack down on...

 

Thursday, February 1, 2018

Section 529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today. Much like the way 401(k) plans changed the world of retirement savings a few decades ago, 529...

 

Monday, January 15, 2018

When investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again — diversification and asset allocation. Diversification helps limit exposure to loss in any one investment...

 

Friday, December 1, 2017

Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you're on the right track with your savings and investments? Finding yourself with new responsibilities, such as...

 

Tuesday, October 10, 2017

The baby boomers have re-defined everything they've touched, from music to marriage to parenting and, more lately, to what "old" means—60 is the new 50! Longer, healthier living, however, can put greater stress on the...