Risk Management: Dollar-Cost Averaging
This article explains the pros and cons of dollar-cost averaging and the role it plays in investing.
7 Steps to Take Before You File Your Taxes This Year
With tax season officially upon us, make sure to keep these 7 tips in mind when filing.
5 Mistakes You Could Be Making With Your Life Insurance Policy
Knowing how to handle details like timing and amount can be confusing when purchasing family life insurance. Make sure your family understands these life insurance mistakes and how to avoid them.
We're Biased Toward Our Own Money. Here's What We Can Do About It
Everyone has biases when it comes to managing or investing their own money. Here's what you need to know about your own behavioral bias, and how we can help overcome it together.
Here's a Reminder About the Importance of a Diversified Portfolio
If you're considering making changes to your portfolio as a result of current events, here's a reminder on diversification.
Understanding (and Avoiding) the "Money Illusion"
The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology?
January Is National Financial Wellness Month
January is Financial Wellness Month, a time to check-in with your financial strategy.
5 Steps to Determining Your Risk Tolerance
How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.
Who Is Your Financial Mentor?
Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make important decisions.
What Is My Tax Bracket for the 2022 Tax Year?
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.
Your 2021 Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.
The Pros and Cons of Early Retirement Plan Rollovers
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.