Monthly Economic Update: May 2021

In this month’s recap: Stocks notched a solid gain, fueled by a succession of positive economic reports and a strong start to the first-quarter earnings season….read more…

Starting a Roth IRA for a Teen

Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be a sound financial strategy. Read on to learn more about how doing this may benefit both of you… read more…

Retirement In Sight – April 2021

In March, the Internal Revenue Service announced that it was pushing the deadline for 2020 federal tax returns ahead to Monday, May 17. This extended due date does not apply to all individual taxpayers, though. For example, if you live in Texas, Oklahoma, or Louisiana, you could have the opportunity to file as late as June…read more…

A Checklist for When a Spouse or Parent Passes

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at such a time… read more…

Monthly Economic Update – April 2021

In this month’s recap: Stocks posted solid gains due to improving economic conditions and widening vaccination programs. However, tech and high-growth stocks played a limited role in the rally…read more…

Financial Strategies for Young Families

The hardest part is getting started. Even though more than half of U.S. households have some form of investment in the stock market, many new parents may still find that creating a financial strategy is the last thing on their minds…read more…

 

Retirement in Sight

Imagine if your 35-year-old self magically appeared in front of you one day and asked for a percentage of your retirement savings or a bit of your retirement income… read more…

Before You Claim Social Security

Determining when to take Social Security benefits is a complicated financial decision. Here are a few things to think about and discuss with your financial professional…read more…

Monthly Economic Update – March 2021

Stocks were mixed in January, giving up much of the month’s gains in the final days of trading, as unprecedented activity in a handful of companies roiled markets.

The Dow Jones Industrial Average dropped 2.04 percent and the Standard & Poor’s 500 Index fell 1.11 percent. By contrast, the Nasdaq Composite gained 1.42 percent…read more…

How Much Do You Really Know About Extended Care?

How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known…read more…