What can we help you with today?

20 Results

  • 5 Homeowner Estate Planning Tips to Consider

    Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place. While an estate plan is personalized to the wants and needs of each person, here are a few tips to help anyone get started.

  • The Hidden Gems of IRAs: 5 Little-Known Facts You May Not Know

    Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed.

  • Investing in Your 60s and Beyond

    Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a substantial shift in your investment strategy. Here are some ideas for investing in your 60s and beyond.

  • 6 Tips for Reducing Social Security Taxes

    Determining how your income impacts Social Security (SS) taxes is important for tax planning.

  • How to Prepare for Retirement

    Whether you’re just starting your career or are planning to retire this year, it’s never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a few essential tips everyone should keep in mind when saving up for their eventual retirement.

  • Everyone Needs an Estate Plan—Even If You Are Single with No Dependents

    Estate planning is also significantly relevant for single individuals without children.

  • Nuances of Medicare – 5 Things to Keep in Mind

    Medicare is complex with many different moving parts involved.

  • Stay Calm and File On Time! 7 Need-to-Know Tips for Last-Minute Tax Filing

    . If you know you usually wait until the last minute to file your taxes, a to-do list could help you stay motivated and on top of your responsibilities. Need help getting started? Here are six need-to-know tips for last-minute tax filing.

  • Brian Hooks

    Check the background of investment professionals associated with this site on FINRA’s Broker Check.

  • Matt Clement

    Check the background of investment professionals associated with this site on FINRA’s Broker Check. 

  • 401(k) Rollover Options to Consider

    When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k).

  • Calculators

    Dial in values and tweak your input to visualize different financial scenarios. Results are for illustration only.

  • A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement

    Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health insurance? Here, you’ll find a useful countdown of the five biggest steps to developing a solid retirement plan.

  • Is a 529 to Roth IRA Rollover Right for You? Here's What You Need to Know

    If you have a 529 education savings plan, it can now be converted to a Roth IRA.

  • Building a Strong Financial Foundation

    It is never too early to begin, and the sooner you start, the better. Consider the following steps to building a strong financial foundation:

  • Post-Holiday Financial Recovery: Bouncing Back from Seasonal Spending

    The holidays are a season of giving, rejoicing, and celebrating. And sometimes, being joyous means having to spend some money

  • Jim Faranda

    Check the background of investment professionals associated with this site on FINRA’s Broker Check.

  • How Much Should I Have in My 401(k)?

    A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement.

  • Steven Massey

    Check the background of investment professionals associated with this site on FINRA’s Broker Check.  

  • Paul Brown II

    Check the background of investment professionals associated with this site on FINRA’s Broker Check.