Broker Check

Blog

Monday, April 15, 2019

IMPORTANT BIRTHDAYS OVER 50 Tip: Average Benefit. In March 2018, the average monthly Social Security benefit for a retired worker was about $1,410.Source: Social Security Administration, 2018Most children stop being...

 

Tuesday, April 9, 2019

PASSWORD PROTECTION STRATEGIES Facebook, Twitter, LinkedIn—they’ve all fallen prey to hackers who exposed passwords and other personal information for hundreds of thousands of their users. If you haven’t yet had your...

 

Monday, April 1, 2019

EIGHT MISTAKES THAT CAN UPEND YOUR RETIREMENT Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes...

 

Friday, March 22, 2019

A PENNY SAVED IS TWO PENNIES EARNED This modern twist on the Ben Franklin maxim reflects the multiplicity of taxes to which earnings are subject in today’s world.¹ Finding ways to manage expenses is one of the cornerstones...

 

Friday, March 15, 2019

CARING FOR AGING PARENTS Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 60 is growing. The United Nations estimates that by 2050 the number of people aged 60 and older will have more...

 

Show All

Monday, March 11, 2019

A BUCKET PLAN TO GO WITH YOUR BUCKET LIST The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer,...

 

Tuesday, March 5, 2019

BEST VACATIONS: BY CAR, BY SHIP, BY FOOT, ONCE IN A LIFETIME “Travel is the only thing you buy that makes you richer.”¹ – Unknown If travel for you is less about escaping life and more about living it, then...

 

Tuesday, February 19, 2019

A DECISION NOT MADE IS STILL A DECISION Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision...

 

Tuesday, February 5, 2019

A LIVING TRUST PRIMER A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a living trust? A living trust is created...

 

Tuesday, January 29, 2019

9 FACTS ABOUT SOCIAL SECURITY Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in...

 

Monday, November 26, 2018

The average American household with debt owes $132,158. And credit card debt accounts for $15,675 of that.¹ Little wonder that money worries are a major cause of stress. The Link Between Stress and Health Humans have an innate...

 

Tuesday, November 13, 2018

Concerns over identity theft continue to grow, especially with news of data breaches at major companies and financial institutions. Unfortunately, you have little control over the hacking of these companies, but you do have control...

 

Tuesday, November 6, 2018

Each month you settle down to pay bills. You pay your mortgage lender. You pay the electric company. You pay the trash collector. But do you pay yourself? One of the most basic tenets of sound investing involves the simple habit of...

 

Tuesday, October 30, 2018

 

Thursday, October 25, 2018

Traveling. Some of us travel a lot, and some of us travel a little. For some of us, traveling is a job. Nearly 63 million people are employed, worldwide, in air travel and related industries.¹ There’s bound to be travel...

 

Thursday, October 18, 2018

Driving may be a rite of passage for teenagers, but for parents, having a teenage driver can be stressful and expensive. Your child will need auto insurance coverage as soon as he or she receives his or her driver’s license....

 

Wednesday, October 10, 2018

Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.¹Shannon L. Alder The desire to leave a legacy may be the height of altruism, for it is a gift to the...

 

Thursday, October 4, 2018

A CHEAT SHEET FOR SENDING YOUR KID TO COLLEGE College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with...

 

Thursday, September 27, 2018

The New Red Scare: Chinese Ownership of U.S. Debt Would it surprise you to hear that China owns only about 7% of the total outstanding debt of the U.S. Government?¹ This still amounts to about $1.26 trillion, but China’s...

 

Friday, June 30, 2017

One study found that 43% of cyber attacks target small business, and 60% of small companies go out of business within six months of a cyber attack.¹ Business owners are also required to protect their customers’ personal...