Blog
Investing with Your Heart
Some individuals believe that return on investment shouldn't be the only criterion for how they invest their money. For them, the social impact of investing is just as important – perhaps more important. The history of socially responsible investing stretches as far...
Do Our Biases Affect Our Financial Choices?
Investors are routinely warned about allowing their emotions to influence their decisions. However, they are not often cautioned about their preconceptions and biases that may color their financial choices. In a battle between facts & biases, our biases may win....
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision for you can have a meaningful impact on your financial income in retirement. Before considering how personal circumstances and...
“Tip: Are You Fully Vested?”
“Tip: Are You Fully Vested?”
Breaking Down the Parts of Medicare
Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered directly through the federal government. It is...
Your Quarterly Medicare Newsletter
Are you already planning for the end of the year? Where did the time go? In this edition, we’ll be looking into navigating Medicare for the first time, particularly if you are under the age of 65.Don’t forget Medicare travel insurance when you are away from home for...
A Primer on Irrevocable Life Insurance Trusts
"I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money."Entertainer Arthur Godfrey The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate...
“5 Things You Should Always Tell Your Financial Professional” Part 5
Being totally forthcoming about your finances is important when speaking to a financial professional. That means no false modesty or bogus confidence about your situation. Talk about the things that matter to you, the things that concern you, and above all, ask frank...
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 emotions, so here are a few tips for a smoother transition. Accept that the Parent-Child...
“5 Things You Should Always Tell Your Financial Professional” Part 4
In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahead and help you protect your finances, you can turn to your financial professional.Securities offered through Registered Representatives of...
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