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  • All
  • About Us
  • Advisors & Planners
  • Education Planning
  • Estate Planning Category Overview
  • Interest Rate Updates
  • Investment Management
  • Market Commentary
  • Planning
  • Retirement Planning Articles
  • Tax Optimization
  • Uncategorized
bond portfolio with blocks on top Investment Management

How to Build a Bond Portfolio

Just as with any investment type, diversification is key to building a …

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A bubble representing floating rate fund Investment Management

What is a Floating Rate Fund?

Floating rate funds have gained popularity over the years as opportunities for …

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Kids walking on a college campus Education Planning

New College Costs for 2020-2021 School Year

Because many residential colleges shifted to an online model this year, the College Board estimated 2020-2021 room and board figures to be the same as 2019-2020, adjusted for a 1% inflation rate.

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Basket of eggs Investment Management

What is a Commingled Fund?

Financial planning is rarely straightforward. With an impressive variety of investment choices, …

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Person with good credit looking at credit score drop Planning

Why Did My Credit Score Drop?

A decline in your credit score can be extremely disheartening. You rely …

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Couple sitting on couch, stressed out over student loan debt Education Planning

What to Know When Marrying Someone with Student Loan Debt

One of the most important times in your life is when you …

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Woman Doing Finances at Home on Smart Phone Tax Optimization

Year End 2020 Tax Tips

Here are some things to consider as you weigh potential tax moves before the end of the year…

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Person with variable income financial planning with a calculator Planning

Budgeting On A Variable Income

Budgeting is essential for anyone who wants to keep track of their …

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Kid in college working on a test Advisors & Planners

The 2020 Guide to Financial Planning for College

Financial planning for college doesn’t have to be complicated as long as …

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Family being protected by a life insurance payout. Advisors & Planners

Is a Life Insurance Payout Taxable?

Most people with families or dependents know a little about life insurance …

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US Capital building Investment Management

Election 2020: Political Uncertainty Creates Potential for Market Swings

With the nation closely divided, it is difficult to forecast election outcomes based on opinion polls. It’s no secret that financial markets prefer clarity and have reacted to election surprises in the past.

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Medicare-Open-Enrollment Retirement Planning Articles

Medicare Open Enrollment for 2021 Begins October 15th

The Open Enrollment Period — which begins on October 15 and runs through December 7 — is your opportunity to switch Medicare health and prescription drug plans to better suit your needs.

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Tax documents on a table Uncategorized

Key 2021 Tax Numbers (Projected)

Even though the official numbers have not yet been published by the IRS, we’ve projected many of the key tax figures for 2021.

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Notebook with the word FAFSA written in it Education Planning

FAFSA for 2021-2022 Academic Year Opens on October 1

The FAFSA is a prerequisite for federal student loans, grants, and work-study. In addition, colleges typically require the FAFSA before distributing their own need-based aid

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People going over finances Investment Management

5 Investment Tasks to Tackle by Year-End

Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. Now is a good time to take on these five year-end investment tasks.

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person looking at international stocks Investment Management

Complete Guide to Investing in International Stocks

The United States stock market is the largest and most lucrative globally, …

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Letter from the IRS Tax Optimization

What to Do If You Get a Letter from the IRS

Taxpayers often panic when they receive a letter from the IRS, usually …

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A tax preparer consulting with client. Planning

Tax Preparation: Should You Hire a Tax Preparer?

If you have never hired a tax preparer to do your taxes, …

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Retirement advisor consulting some clients Retirement Planning Articles

Planning for Retirement: Should You Hire a Retirement Advisor?

Many people underestimate the importance of a retirement advisor in personal financial …

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two older couples out hugging on a adventure Retirement Planning Articles

What is Final Expense Insurance?

If you’re considering purchasing life insurance, you may have stumbled across the …

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Dollars on a keyboard Investment Management

No-load Mutual Funds

Mutual funds involve pooling multiple investors’ money into an investment product. Arguably, …

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Map of US to show Social Security Taxes by State Tax Optimization

Social Security Taxes by State

Social Security taxes seem like they should be straightforward, but the truth …

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Sign on a beach for retirement. To show you the tax implications of retiring abroad. Tax Optimization

Retiring Abroad Tax Implications

There are lots of reasons why somebody might want to retire in …

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Photo of a document that says retirement plan. Retirement Planning Articles

5 Advantages of Rolling Over a 401k to an IRA

Rolling over a 401k and IRA plans are both designed to benefit …

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