Define and Reach Your 2018 Financial Resolutions The New Year is nearly upon us, bringing a fresh opportunity to consider your goals. For 2018, we are taking a different approach to resolutions. Instead of giving you a laundry …
November Letter of the Month: End the Year on a Financial High Note
The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial changes. But taking …
Continue Reading about November Letter of the Month: End the Year on a Financial High Note
October Letter of the Month: Tips for Families Who Have Children With Special Needs
When beginning to build their families, few parents expect to have a child with special needs. However, the experience is surprisingly common and affects millions of people throughout the United States. In fact, current estimates …
Is It a Good Idea to Pay Off a Low-Interest Mortgage?
Home loans often make up significant amounts of household debt, and reducing as much debt as possible before entering retirement can seem like a promising idea. But, as with many other financial questions, there is no precise …
Continue Reading about Is It a Good Idea to Pay Off a Low-Interest Mortgage?
5 Critical Financial Issues to Consider in Remarriages
August Letter of the Month About one-third of U.S. residents ages 15 and older have been married at least twice, according to the U.S. Census Bureau's American Community Survey.[1] Remarriage among American ages 55 and older is …
Continue Reading about 5 Critical Financial Issues to Consider in Remarriages
Schooling College Students about Financial Responsibility
July Letter of the Month Classrooms at universities and colleges across the nation will open for fall semester in the next couple of months. You might have a child, grandchild, niece or nephew who is all set to spend their …
Continue Reading about Schooling College Students about Financial Responsibility
Markets March Ahead
Last week, markets marched ahead within a busy reporting week. The Dow rose 1.16% to close Friday on another new high.[1] The S&P 500 notched a record high during the week, despite closing the week slightly down 0.02%.[2] …
Women and Investing
Preparing for the future is one of the most important aspects of financial strategizing, and a lack of involvement often leaves women, in particular, potentially exposed to financial hardships later in life. Don't expect a spouse, …