News and Resources

OUT-OF-THE-BOX WAYS TO PAY FOR COLLEGE

Today’s average student borrower takes out more than $25K in loans. Education debt has reached record levels in America –[…]

THE MAJOR RETIREMENT PLANNING MISTAKES

Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations and charities. Aside from these[…]

FINANCIAL CONSIDERATIONS FOR 2013

We are now in plain view of the “fiscal cliff”. After the election, Congress may or may not end up[…]

WHY IS THE MARKET ADVANCING?

On August 21, the S&P 500 hit a 4-year high. It climbed 3% in the first three weeks of the[…]

WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISOR

The financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map[…]

KEYS TO SELECTING A WEALTH ADVISOR

How do you find a good wealth advisor? That is a very important question. It is amazing how casually many[…]

FINANCIAL QUESTIONS FOR THE RETIRING HOMEOWNER

Do you see yourself retiring in the near future? In planning for that transition, you might want to consider the[…]

HAS YOUR IDENTITY BEEN STOLEN?

According to data compiled by Norton, cybercrime hits over 74 million Americans annually. You know you have been victimized when[…]

MANAGING THE UPS & DOWNS OF IRREGULAR INCOME

When your income stream is uneven, you must deal with some distinct financial issues. Besides cash flow, what do you[…]

WHEN WILL INTEREST RATES RISE?

Here’s a trivia question for you: when was the last time the Federal Reserve raised the benchmark U.S. interest rate? The[…]

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