Category: News – You Need To Know…

This Halloween, when you open the door, you may find Thor, Captain America, Green Lantern, or the X-Men standing outside looking for tasty treats. Or, you may find characters you don’t recognize at all! Keeping up with pop culture is no easy task. This year, watch for: Anime characters: If…

Last month we wrote about American’s vulnerability to the growing threat of SPAM in your emails, and the historically unfavorable returns of August and September. On September 7th, Equifax decided to layer another level of doom to our readers when the company announced that 143 million American’s information, including social…

From the title, you may be thinking about the iconic American meat that arrives in a rectangular 12-ounce tin (and is inexplicably popular in certain island states and American territories). However, your true worry should focus on the “spam” that arrives digitally as email, text, and social media messages. The…

When making a sizeable donation as a direct gift, you know exactly how much you can afford to give and how it will affect your overall finances, but you may wish you could do more. If so, charitable trusts and annuities provide ways for you to make a major charitable…

You’ve likely spent a good deal of time thinking about investment risk. But have you stopped to think about more personal security issues, such as the safety of your online financial transactions and information stored on your computers? While most people recognize that online fraud or cybercrime is a potential…

When planning for retirement, many people think that what they see in their retirement accounts is what they’ll have to spend in retirement. What they sometimes forget about are the taxes they will need to pay on certain withdrawals, like those from traditional 401(k)s and IRAs. “It’s not what you…

Your estate plan should be reviewed regularly to ensure it continues to meets your needs Do you remember when you last reviewed your estate plan? If the answer is when you first signed the stack of documents at your attorney’s office, then you’re not alone. Many of us complete an…

Learn to navigate the costs, shifting coverage options, and insurance policy features. No one really likes to think about needing long term health care services. But the reality is that each year, an estimated 12 million Americans need some type of long term care. Are you prepared? According to the…

Low Rates Likely to Persist A surge in global bond yields is contributing to the rotation into riskier assets. As little as a week ago, however, bond investors and traders were once again dealing with volatility across the maturity spectrum.  Yields plummeted in the wake of Brexit and the fall…

Consider our two-step plan—which keep taxes in mind—to help make the transition. If you’re like many people, you reach retirement with a mix of investments and accounts. After all, there are many tax-advantaged ways to tuck money away for retirement, such as a 401(k) or 403(b), a traditional or Roth…

Increasing your savings by just 1% more now could mean living the retirement you want Does your retirement dream include a spectacular vacation once a year? Eating out every night? Not worrying about money? One way to help make your retirement “happy place” happen is to save now—even a little…

Not just for the wealthy, a thoughtful estate plan can give you and your loved ones true peace of mind. For many people, creating an estate plan is a task that routinely gets pushed to the bottom of the pile. Some assume that estate plans are only for the wealthy….