Understanding the FIRE Movement Financial Independence / Retire Early – Is it suitable for you? There has been a lot of chatter about the FIRE movement – Financial Independence / Retire Early – over the last few years and you’re probably wondering whether it’s suitable for you and your family. The real [...]

Nurses and Insurance Considerations Being a nurse comes with many challenges, both in their profession and everyday life. Nurses should consider their need for insurance a bit more carefully than some other professions. In today's society, lawsuits are prevalent, and unfortunately, the medical industry is one of the main areas under attack [...]

Are You Maximizing 401(k) Contributions? The more money that you can save when you are working, the easier it should be for you to retire and enjoy your golden years. Unfortunately, Social Security may no longer provide a sufficient income to live on during retirement. To combat this financial challenge, many small [...]

A Bear Market is Officially Here Dear Valued Investor, A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close more than 20% below its January 3 record [...]

5 Things That May Slow the Housing Market in 2022 If you're in the market for a new home in 2022, you may be wondering if the housing market boom will continue throughout this year. While 2021 saw home prices increase double-digits in some parts of the country, experts say that home [...]

Congratulations Graduates-What are your next steps financially? Summer weather has begun (in many places), and graduation time has arrived. Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, excitement, and even some boredom. Graduation is a time to celebrate. But [...]

6 Self-Care Strategies for Nurses With the pandemic causing staffing shortages and full hospitals, many nurses work multiple shifts for days without a break. It may come as no surprise that nurse burnout rates are high, with many people struggling to keep going. Understandably, nurses are finding it difficult to put themselves [...]

Helping the High School Graduating Class of 2022 Remember HIPPA kicks in now that your senior is considered an adult The spring ritual of high school graduations is here. But graduates and their parents often are poorly prepared to meet the practicalities of the youngsters’ sudden entry into adulthood, from making medical [...]

Understanding the Roth 401k vs Traditional Unbeknownst to many investors, companies have the option of offering their employees a new different type of tax-advantaged retirement plan: the Roth 401(k). Not all sponsors of traditional 401(k)s have adopted the Roth feature, but it is not too early to consider whether contributing after-tax dollars [...]

How 529 College Plans Impact Financial Aid If you are worried about being able to afford college costs for your children or teens, a 529 education plan might be one way to boost your savings. These plans allow you to save and invest for college while perhaps enjoying tax advantages now and [...]