The importance of an estate plan Estate planning is one of the most important topics to cover with a financial professional. The process...

According to nationaldaycalendar.com, the third Thursday in October is "Get Smart About Your Credit Day." We agree that getting serious...

In this year’s midyear outlook, entitled Navigating Turbulence, the LPL Research team outlines the reasons why the second half of the...

Awareness and preparation can bring peace of mind. The need for life insurance may not be a pleasant topic to think about, but life...

September is College Savings Month. We wanted to let you know we are always available to answer any questions you may have about the...

August 17th is recognized as National Non-Profit Day. Today, we recognize all the wonderful non-profit organizations that serve so many...

ECONOMY We believe the domestic economy will continue to grow this year, albeit slower than we expected six months ago. Other than the...

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and...

Saving money when planning a trip—the dos, the don’ts. Imagine coming home refreshed from a wonderful vacation, made even more satisfying...

Understanding the value of your credit score and taking steps to maximize your credit rating are important for improving your financial...

According to our friends with LPL Research, many pundits are issuing recession warnings and saying the economy is heading for a hard...

No need to be afraid of credit cards—if you use them wisely. Follow these guidelines to help you charge responsibly. Credit cards are a...

That dream getaway doesn't have to put you in heavy debt. YOU WORK HARD. AND OFTEN. SO, WHEN IT COMES TIME TO TAKING THAT COVETED PTO,...

It’s tempting to feel the need to make quick financial decisions, but these decisions may do more harm than good. As humans, we’re wired...

A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk taking an eye off taxes. A...

What is it? Is it RIGHT for you? See your financial goals. Are you on track for things like buying a house, retirement, or saving for...

It is said that annuities aren’t bought, they’re sold . That means, not many people go shopping with the intention of buying an...

A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing months...

Money management tips to ensure your family is financially successful every step of the way. Family money management isn’t much different...

You can be generous with your loved ones without running afoul of the rules. One way many individuals try to avoid estate and inheritance...