facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


News & Resources

A Q&A on Education Planning During COVID-19 Thumbnail

A Q&A on Education Planning During COVID-19

Between stock market upheaval, campus closings and major regulatory and tax changes, the COVID-19 pandemic has inserted a great deal of complexity into education planning. If you’re currently paying for college or repaying a student loan, the following Q&A addresses three education financing changes you should be aware of.

Read More
The COVID-19 Stimulus Bill: How It Affects You Thumbnail

The COVID-19 Stimulus Bill: How It Affects You

The massive $2 trillion CARES (for Coronavirus Aid, Relief and Economic Security) Act, passed by Congress on March 27, 2020, is intended to bolster an economy ravaged by the effects of COVID-19. In addition to direct payments and loans for both individuals and businesses, there are also several provisions dealing with your financial and tax planning, both now and into the future.

Read More
Financial Planning Opportunities in a COVID-19 World Thumbnail

Financial Planning Opportunities in a COVID-19 World

Think about how much the world has changed since the end of 2019. Given all this economic upheaval, it’s understandable if any financial goals you might have set for yourself at year’s end already seem out of reach. Yet despite the current environment of broad market instability and low interest rates, there are several long-term planning opportunities you can take advantage of now.

Read More
Financial Plans Evolve Through Every Stage of Life Thumbnail

Financial Plans Evolve Through Every Stage of Life

A financial plan is like a house; it was never intended that one model would fit all your needs over the course of a lifetime. Instead, your plans must evolve over time as your goals, your family and your income level change. While your principles remain the same throughout your life, the tactics you use to achieve your financial goals change with the decades.

Read More
How the SECURE Act Will Change Your Retirement Distributions Thumbnail

How the SECURE Act Will Change Your Retirement Distributions

One of the most visible aspects of the new SECURE Act is the removal of the age cap on contributing to a traditional IRA, which previously had come into play starting in the year you turn 70. But there’s another cap that’s been increased, one that could also affect your long-term plans: The law raises the prescribed beginning date for taking required minimum distributions (RMDs) from age 70 ½ to 72.

Read More