Market Volatility Update: Extended bull markets have led to periods of decreased economic activity and often culminates in the form of a large-scale market correction. There has also been a considerable amount of volatility lately, a side effect of geo-political activities and the rise of
Are You Spooked By Your Current Retirement Savings?
Are You Spooked By Your Current Retirement Savings? Time To Get Your Retirement Planning On Track! As Halloween is approaching, you may be realizing that your retirement savings (or lack thereof) happens to be the thing that scares you most. Many people who fail to regularly invest in their 401K
It’s Never Too Early to Start Retirement Planning! Why Your College Student Needs a Roth IRA
As cost for education continues to rise and student debt becomes an increasingly prevalent issue, it can be difficult to make retirement planning a priority for college students. But even if the golden years may seem eons away for your college-aged child, retirement planning should always be top of
Gearing Up For Fall? Here’s Why Financial Planning Should Be A Priority
With the fun and relaxation that summer brings, you may have let your finances go to the wayside. Now that the dog days of summer are winding down, it may be in your best interest to revisit your long-term financial plan and make adjustments as necessary. The fall season presents the ideal time to
Busy Soaking Up the Sun? Use Your Summer Wisely and Organize Your Finances
Most people use the summer months as a time to relax and rejuvenate – often with the intention to forget about any financial burdens or stress from the year. However, in the midst of sunbathing, summer can be the ideal time to organize your finances and make sure you have a clear picture of your
Avoiding Unpleasant Surprises: Why You Need An Estate Plan
Many would agree that we live in a world of uncertainty – but why neglect critical financial choices that are in your full control? Creating an estate plan is one of the most important steps you can take to ensure that your property and possessions are distributed according to your wishes. In the
Spring Has Sprung, But Are Your Retirement Savings Growing?
The seasons may be changing, but have your retirement investments remained stagnant? Many people believe that by simply having retirement investments, they’ve already set themselves up for long-term success. Unfortunately, this is not the case. Successful retirement planning requires close attention
New Rules Affect Retirement Savings Advice
On April 6, 2016, the Department of Labor (DOL) issued new "conflict of interest" rules regarding financial advice as it relates to retirement plans and IRAs. The new DOL rules generally hold financial professionals to a fiduciary standard if they receive compensation for providing investment advice