Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Tuesday, July 20, 2021

When meeting with clients to determine the most efficient ways to maximize retirement savings, it’s not unusual for me to come across debt in a portfolio which prompts the million dollar client question, “Is it better to...

Tuesday, July 13, 2021

When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...

Tuesday, July 6, 2021

Summer brings the perfect time for BBQs with friends, fun in the sun, and making memories at the beach or pool. With the first half of the year in the rearview mirror, summer also gives us a chance to perform a mid-year assessment on...

Tuesday, June 29, 2021

Celebrating your child becoming an adult is an exciting time! Turning 18 brings with it a whole new reality of freedom and responsibilities, especially if your young adult is heading off to college. As a parent, you may be surprised to...

Tuesday, June 15, 2021

Saving money is a bit like eating healthy, you know you should eat your veggies but it’s hard to resist indulging in something a bit more fun. Like making healthy choices, a tax refund can present the opportunity to splurge but,...

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Tuesday, June 8, 2021

Every year in June, National Safety Month focuses on reducing causes of injury and death in the workplace, on the road, at home, and in our communities by making safety a priority. It’s an intentional time to identify and...

Thursday, April 15, 2021

Great news! The IRS has delayed the deadline for filing and paying taxes to May 17, 2021. This new deadline also applies to making 2020 contributions to IRAs and Roth IRAs, health savings accounts (HSAs), and Coverdell education...

Tuesday, March 30, 2021

If you want to start investing but don’t think you have enough funds, you’re not alone…but you may in fact be mistaken! The size of your portfolio 20, 30 or 40 years from now won’t be reflective of how much you...

Tuesday, March 23, 2021

If you’re new to investing or know someone who is, chances are you’ll start and then immediately feel like you’re drowning in the vocabulary alone. And I’m not just referring to the hundreds of financial...

Tuesday, March 16, 2021

We wanted to send along a reminder that the General Open Enrollment Period to apply for Medicare Part A and/or Part B is January 1 through March 31, 2021. Coverage for those who do enroll will begin July 1, 2021.Most people enroll in...

Tuesday, March 9, 2021

When I get into conversations with people who are thinking about investing but haven’t quite made the commitment, I find that the most common reason they give for waiting is that they don’t have the money to get started....

Tuesday, March 2, 2021

Saving vs. Investing…it’s often the first choice investors have to make when they decide it’s time to get serious about their financial futures. But because I hear these two words used interchangeably so frequently,...

Tuesday, February 23, 2021

The person who first said “Don’t put off until tomorrow what you can do today,” didn’t understand the benefits of tax-deferred investing. This option allows you to defer paying taxes on investment returns until...

Tuesday, February 16, 2021

In general, the IRS audits about one in 100 tax returns – those odds grow to one in 10 for returns with an Adjusted Gross Income of $1 million or more. Hoping you don’t get audited? Get prepared instead. Working with your...

Tuesday, February 9, 2021

The ongoing COVID-19 pandemic has kept countless people working from home for months now. Many have been wondering whether they should consider claiming the home office deduction on taxes next year so we thought we’d pass along...

Tuesday, February 2, 2021

We all know that feeling when April rolls around each year: “I NEED to lower my taxes!”The good news is that there are some strategic planning strategies that can help. As part of our planning process, we work with our...

Tuesday, January 26, 2021

For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are good reasons to set up your online Social...

Tuesday, January 19, 2021

Are you looking to make some improvements to your savings and/or credit score? Take a quick gander through these short reads and videos about the latte lie and other myths, how much is enough in your emergency fund, and some...

Tuesday, January 12, 2021

Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill that provides greater unemployment benefits and additional stimulus payments to individuals and families, as well as more...

Tuesday, January 5, 2021

We wish you a very happy new year! As we start in on this new year, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances...

Tuesday, December 29, 2020

We wish you a very happy new year! As we close in on year-end, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in...

Tuesday, December 15, 2020

The Social Security Administration Announces 2021 COLA

Tuesday, December 8, 2020

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. 401(k)sThe salary...

Tuesday, December 1, 2020

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their...