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Alternative Energy: A Perfect Way to Be Socially Responsible With Your Investments
Socially responsible investing (SRI) is a strategy to make your investments more impactful by supporting ecological and social causes. SRI investors invest their money to support companies that value transparency in their business...
Read MoreHow Financial Asset Management May Help Investors Stay the Course
Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time...
Read MoreRetirement Income Planning
For investors approaching retirement, it is important to begin thinking about retirement income planning. This involves a mindset shift from accumulating an investment portfolio designed for growth to creating a portfolio of retirement...
Read MoreWashington Long-Term Care Changes
Washington Long-Term Care Changes According to the National Council on Aging, someone turning age 65 today has almost a 70 percent chance of needing long-term care services during their lifetime.[i] A recent Employee Benefit Research...
Read MoreIRA vs. 401(k): What Savers Should Know
As of 2018, about 58 million Americans had a 401(k), while around one-third of households owned an individual retirement account (IRA).1, 2 Yet for as commonplace as these retirement accounts can be, the nuances of contributions are a...
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Consolidated Appropriations Act Provides Relief to Individuals and Businesses
On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief package is included as part of this omnibus spending bill. It is intended to assist individuals and...
Read MoreWhat to Do After You've Been Automatically Enrolled in Your Company's Retirement Plan
At one time, the only way you could join your company's 401(k) plan, 403(b) plan, or 457(b) plan was to put pen to paper and sign yourself up by filling out the appropriate forms—but this is quickly changing. To help participants...
Read MoreTips for Organizing Your Financial Documents
In an increasingly paper-free society, organizing your financial documents can still be a challenge. No matter how simple or complex your financial picture might be, it takes some thought-out organization to keep your tax documents,...
Read MoreRetirement Income Planning
For investors approaching retirement, it is important to begin thinking about retirement income planning. This involves a mindset shift from accumulating an investment portfolio designed for growth to creating a portfolio of retirement...
Read MoreNew Year's Resolutions to Get Your Finances in Order
New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your...
Read MoreEnd of Year Planning: Set Goals and Reduce Taxes
By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning,...
Read MoreHow Charitable Giving Can Benefit Donors
Kelly and Bob regularly set aside a small portion of their budget for charitable donations. In addition to feeling good about supporting a number of worthy causes, they’ve been able to deduct the value of their charitable gifts...
Read MoreWho to Ask When You Need to Help With a Business Plan?
A business plan is critical when you're getting ready to launch a business. It helps you stay organized on the path to your goal, while also helping you to hone in on key concerns such as funding objectives and marketing plans. At the...
Read MoreHow to Structure Charitable Giving Throughout Your Lifetime
Charitable giving is a way for affluent individuals spread their money around and to benefit causes that are near and dear to their hearts. Yet, for those who fall into the high net worth category, it is critical to structure...
Read MoreCoping With Caregiving in the Time of COVID
Nearly one in three U.S. adults serves as the primary caregiver to a relative or other close loved one.1 With respite facilities throughout the country closed or operating on restricted hours as a result of the COVID-19 pandemic, many...
Read MorePrepare for Long-Term Care Before the Need
Long-term care (LTC) keeps you functioning in the face of devastating illnesses, disabilities and prolonged disorders such as Alzheimer’s disease. LTC kicks in when you lose the ability to care for yourself and can no longer do...
Read MoreHow Entrepreneurs Can Stay Nimble in the COVID Era
When one door closes, another opens—and entrepreneurs who keep this mantra in mind are more likely to remain on top once the world has moved beyond the novel COVID-19 pandemic. What can business owners and other entrepreneurs do...
Read MoreInvesting in an Election Year
The world's events always affect the markets, and making smart investment choices requires you to look at what's happening around the world. But what about during an election year? How should you invest while the country is deciding...
Read MorePlanning for Retirement? Don't Forget About Long-Term Care
Your plans for retirement may include travel, home improvements, and more time spent with family. Few people enter retirement with the expectation (or even the thought) that they soon may be unable to live independently. However, this...
Read MoreWhat Gen Xers, Millennials, and Baby Boomers Need to Know About Financial Planning?
Financial planning is an important part of securing your current lifestyle as well as preparing yourself for what you wish to do in your eventual retirement. And while this importance may look different during each stage of your life,...
Read MoreHow to Work With a Financial Professional
A flurry of new investment products, the emergence of global investing, the shift from company-funded pension plans to employee-driven retirement plans (like 401(k) plans), and uncertainty about Social Security have all contributed to...
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