Making the Most of Your Relationship with a Financial Professional Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you trust this other person with what's most important to you? A [...]
Why You Should Not Take Early Retirement Withdrawals When money gets tight, it can be tempting to think about your retirement accounts as a potential source of financial help. However, an early withdrawal from your retirement account may be costly. Learn more about the taxes, fees, and penalties that may come from [...]
Stock's Road Ahead February 3, 2022 Dear Valued Investor: The calendar had barely flipped to 2022 and investors were reminded that even attractive long-term stock returns come with a cost: volatility. The S&P 500 Index fell nearly 10% from January 3 through January 27 amid fears that the Federal Reserve (Fed) will [...]
Valentine’s Day Ideas for Every Relationship Stage Whether you have been together five months or five years, here are the best date ideas for you and your special someone this Valentine’s Day! For the new couples: Ice skating Nothing brings two people together quite like trying to ice skate. [...]
3 Tax Strategies Every Doctor Should Consider Being a doctor comes with a lot of stressors, but planning for taxes should not be one of them. As a doctor, you have been through years of hard work and may be looking for ways to help limit your tax liability [...]
A Letter To Our Clients January 25th, 2022 Dear Valued Investor, Stocks have gotten off to a tough start in 2022. Why has the market pulled back and what might we see going forward? We think the most important thing to remember is that periodic stock market volatility [...]
Financial Insider: Pros and Cons: Should You Take a Gap Year? Preparation to pay the lowest possible amount of money for college and get the maximum return on that investment could start in middle school. That is a reasonable time to begin conversations about what kind of expectations you and [...]
Don't Panic! It's Just an Email. After your student applies to college, emails are sent from admissions and financial aid. Many seem vague, and result in causing parents confusion and even panic. One thing that really makes parents upset is that admissions tells you that your student should apply [...]
Which College Majors Pay Off and From Which Colleges? If students knew that one major results in higher salaries than others-- or that graduates from one university earn more than those with the exact same degree from another-- wouldn't they make the higher-paying choice? According to David Troutman of [...]
Corporate Wellness Perks to Look Out For The competition is higher than ever before for hard-working employees at companies across the United States, which has given rise to a host of job perks in the fight for employee retention. As of 2018, 67 percent of employers offered some [...]
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