Broker Check

Blog

Wednesday, April 3, 2019

Some people retire at first opportunity, only to wish they had waited longer. Your financial strategy likely considers normal financial ups and downs. That said, a big “what if” on your mind might be “what if I retire...

 

Thursday, March 21, 2019

It may seem like a tall order, but it can be accomplished. Put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day. Beyond today, you are probably working on...

 

Wednesday, January 23, 2019

Right now, many households across the country are contending with the financial pressures resulting from the partial federal government shutdown. About 800,000 federal workers have been furloughed, and about 4 million government...

 

Wednesday, October 24, 2018

When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place....

 

Thursday, May 3, 2018

In the coming months, they will reach retiree mailboxes. New Medicare cards will be mailed out between now and next April. They have an 11-digit I.D. number instead of your SSN, and they are made of paper rather than plastic. This new...

 

Show All

Wednesday, April 18, 2018

What are the potential benefits? What are the drawbacks? If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for some traditional IRA owners, but not all. Why go Roth? There...

 

Wednesday, March 14, 2018

After 20 months of relative calm, this volatility needs to be taken in stride. Are you upset by what is happening on Wall Street? It may help to see this pullback within a big-picture context. Corrections have become so rare as of late...

 

Monday, February 12, 2018

After 20 months of relative calm, this volatility needs to be taken in stride. Are you upset by what is happening on Wall Street? It may help to see this pullback within a big-picture context. Corrections have become so rare as of late...

 

Wednesday, January 31, 2018

Never touch your principal in retirement? Think again. More than a century ago, an American financial archetype emerged – the household that lived on the interest earned by its investments, never touching its principal. Times...