Slide 1


Slide 2
Slide 3
Slide 5
Slide 6


February 8, 2019

Volatility on Valentine’s Day: How Couples Can Overcome Disagreements About Investment Risk

Valentine’s Day is supposed to be a day for romance and reconnection. For many couples, however, this time of year could be marked by disagreements about money. Nearly half of…

January 28, 2019

What Do January’s Market Returns Mean for the Rest of the Year?

It’s that time again. A new year is here, which means a volatile 2018 is in the rearview mirror. The markets suffered a steep drop at the end of last…

January 22, 2019

What Can You Expect From the New Tax Law in 2019?

A new year is here, and with it comes a flood of year-end tax documents like W-2s, 1099s and others. Before you know it, the April 15 tax filing deadline…

December 19, 2018

What Should You Expect From a Financial Professional?

Do you work with a financial professional? Or are you considering a new relationship with one? A financial professional can be a valuable addition to your planning and strategy, providing…

December 7, 2018

Thinking Early Inheritance? 3 Tips to Consider

Thinking about giving your children or grandchildren an early inheritance? You’re not alone. A recent Merrill Lynch study of people age 50 and older found that 60 percent would prefer…

November 20, 2018

Rising Interest Rates and What They Mean for Your Retirement

For the first time in nearly a decade, interest rates are on the rise. The Federal Open Market Committee has raised the federal funds rate three times this year, with…

November 8, 2018

4 Different Types of Long-Term Care Services

Long-term care is likely to play a role in retirement for a large majority of seniors. The U.S. Department of Health and Human Services estimates that today’s 65-year-olds have a…

October 24, 2018

Is It Possible You Could Outlive Your Savings?

Most people dream of living a long, happy retirement. But what happens when your retirement lasts longer than you’d expected? Unfortunately, that’s a question many retirees will have to answer…

October 15, 2018

Business Owners: Don’t Make These 3 Estate Planning Mistakes

Every business owner has to make an exit at some point. Some owners leave on their own terms, either through retirement or with the sale of the company. Others, though,…

September 21, 2018

Should You Choose Term or Permanent Life Insurance?

Risk is a natural part of life, especially when it comes to your financial strategy. You face a wide range of risks every day, from the possibility of a decline…