As you age, calculating the chances that you'll need long-term care - and the associated costs - is incredibly important. More than half of people turning 65 will require long-term care during their
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Letter of the Month
Tips for Considering a Prepaid College Plan
Your children (or grandchildren) may be small, but your dreams for them are big. You'd like to give them the opportunity to attend college, but the rising cost of higher education appears to be
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The Most Common Tax Scams of 2018 and How to Protect Yourself
Letter of the Month
April 2018
As the 2018 tax season reaches a climax amid the flurry of late filings, tax scams have become increasingly more prevalent. It's phishing season for scammers
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Tips for Tax Deduction and Credit Planning
The countdown to tax day has begun. December 31, 2017 closed the books on the old year and started the 15 week clock to the federal tax filing day on April 17, 2018. Officially set for April 15 of
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Understanding Recent Market Volatility
After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. During times like these, viewing events in their proper context is imperative.
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Tax Planning
While 2018 holds the promise of considerable change in the financial sector, the old year still lingers - in the form of taxes and financial planning.
The close of 2017 introduced major revisions in
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Volatility Returns to Markets
We often remind investors, "Don't mention return without mentioning risk in the same sentence." Risk and return are linked components of equity markets and typically shouldn't be singled out. However,
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Important Financial Strategies for Your 20s and 30s
Personal Finance and Investing Guidance to Address Today
Personal finance and investing is an enormous field that provides many options. This whitepaper was created to help individuals in their 20's
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