Have You Made Any of These Financial Mistakes?

As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes? Your 50s and 60s Raiding your home equity or retirement funds.It goes without saying that doing...

What Is Critical Illness Insurance?

Critical illness insurance will pay you a lump sum if you are diagnosed with certain illnesses or injuries. Examples of illnesses typically covered by critical illness insurance include heart attack, life-threatening cancer, loss of a limb, and Alzheimer's disease....

2nd Quarter 2018 Market Update

Outlook Summary Despite being very late in the current market cycle, we are not yet observing the excesses that would signal the imminent demise of the rally in US stocks. Rising interest rates and on-going trade friction support a resurgent US dollar which will...

What’s Your Money Script?

  Money is power. A fool and his money are soon parted. A penny saved is a penny earned. Money is the root of all evil. Do any of these expressions ring true for you? As it turns out, the money beliefs our families espoused while we were growing up may have a...

Can I convert my traditional IRA to a Roth IRA in 2018?

If you've been thinking about converting your traditional IRA to a Roth IRA, this year may be an appropriate time to do so. Because federal income tax rates were reduced by the Tax Cuts and Jobs Act passed in December 2017, converting your IRA may now be "cheaper"...

Mid-Year Planning: Tax Changes to Factor In

  The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the provisions in the legislation are permanent, others (including most of the tax cuts that apply to...