Broker Check

Blog

Curated articles, videos, and more for a more financially savvy you.

 

Friday, May 1, 2020

Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is just the...

 

Thursday, April 2, 2020

During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know whom to call. So, what do you do? Well, luckily for you, we have spent some...

 

Monday, March 2, 2020

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these...

 

Monday, February 3, 2020

Accepting one’s own mortality is a tough pill to swallow. As such, estate planning can be a morbid topic that lingers in the background of our lives ominously. Nobody wants to plan for their own death! However, the repercussions...

 

Monday, February 3, 2020

The beginning of a new decade presents a unique opportunity for reflection and planning. Here are a few ways in which you can partner with your financial professional to help pursue a financially healthy new year and begin the new...

 

Show All

Thursday, January 2, 2020

If you were to pass away or become incapacitated, your loved ones may be responsible for making challenging decisions about your health or estate. During a time of emotional distress or grieving, it’s difficult to think about...

 

Monday, December 2, 2019

One of the key indicators of economic growth, the gross domestic product (GDP), grew 4.1% in the second quarter – its best pace since 2014. Yet, according to the U.S. Bureau of Economic Analysis, consumers are saving less of...

 

Friday, November 1, 2019

Over the course of retirement, healthcare expenses are anticipated to cost $280,000, on average, for a couple turning age 65 today.1 Yet, many retirees significantly underestimate their out-of-pocket healthcare costs, assuming that...

 

Tuesday, October 1, 2019

John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1...

 

Sunday, September 1, 2019

Feeling a little déjà vu? You’re not alone. Cetera Investment Management's latest commentary takes a neon-colored look at 10 ways today’s markets resemble the 1990s, including long-running bull markets, a...

 

Thursday, August 1, 2019

Buying a home is the single-largest financial commitment most people ever make. And sorting through mortgages involves a lot of critical choices. One of these is choosing between a fixed- or variable-interest-rate mortgage. True to...

 

Monday, July 1, 2019

Reviewing the beneficiary designations on your property and assets on an annual basis, or as circumstances in your life change, is one of the smartest financial moves you can make to protect your interests, your legacy and your loved...

 

Thursday, June 6, 2019

Keeping up with friends and family and sharing pictures of the grandkids and your most recent travel destination online may seem pretty tame. But according to several recent studies, social media use may leave you more vulnerable to...

 

Monday, October 22, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...