19 Mar Active or Inactive?
Is your asset active or inactive? An active asset generates revenue, such as my client's Airbnb property. Conversely, an inactive asset does not generate income and may even incur expenses, like...
Financial Clarity
20 Apr A Financial Wellness Plan Can Help Pave the Road to Retirement
If we've learned any lesson over the past year, it's that no matter how carefully we plan and prepare, we'll likely encounter unexpected hurdles. While a global pandemic has certainly...
29 Jan Sharing Your Money Values Can Be Part of Your Legacy
When it's time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But sitting down together isn't...
26 Jan How to Help Maintain a High Credit Score
During the holiday shopping season, your credit score is probably the last thing on your mind. But as you start your seasonal spending, remember to use credit wisely so you...
13 Jan Five Tips to Regain Your Retirement Savings Focus in 2021
In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1 Investor confidence was continually tested as the year wore on, and it's likely that this...
17 Oct Printing Money: The Fed’s Bond-Buying Program
The Federal Reserve's unprecedented efforts to support the U.S economy during the COVID-19 pandemic include a commitment by the Federal Open Market Committee (FOMC) to purchase Treasury securities and agency...
27 Sep Tax Benefits of Homeownership After Tax Reform
Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make home ownership more affordable. There may...
27 Oct Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much of your retirement plan assets...
26 Sep Asset Allocation
Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn't about picking individual securities. Instead, you focus on broad categories of investments,...
22 Sep The Equifax Data Breach
On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data — including names, addresses, birth...