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Beyond Retirement: Consider Your Other Goals

When it comes to financial stability, people tend to focus on paying off debt and saving for retirement. In reality, many other financial goals beckon to individuals during their lifetime. Because of this, it’s important to look beyond retirement when setting targets, no matter how old you are. Identify Future Objectives While it is never […]

CARING FOR AGING PARENTS

There are important steps you can take to help your aging parents find living and health care assistance, as well as to secure financing for the cost of the care. Many adults have aging parents who are in need of living and health care assistance. There are a number of resources today that can help […]

Recognizing and Avoiding Online Scams

According to the Identity Theft Resource Center, the annual number of records exposed rose 126% in 2018, even while the annual number of data breaches fell by 23%. The business sector experienced 46% of the data breaches in 2018, followed by the medical and health care sector at 29%.1 This crime occurs when a thief […]

CONSIDERATIONS WHEN BUYING YOUR FIRST HOME

So, you’re looking to purchase your first home. Congratulations! It’s an exciting time, creating a safe and secure home for yourself (and perhaps family) while building equity in a long-term asset. While selecting the right neighborhood and house are critical for long-term enjoyment, there are a number of financial factors that you should consider. First, […]

June 2021

June 3, 2021 As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to recover remarkably quickly and the stock market is near all-time highs. Although there are many positives, a lot of this […]

May 2021

As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliché is getting a lot of airtime. This is the idea that the stock market tends to be weakest between May and October (and strongest between November and April). Stocks have done so well recently that preparing for […]

Earth Day 21′

Earth Day (April 22, 2021) marks a chance to learn about the environmental challenges we face, and reflect on the ways we can become more involved and make personal choices to elicit positive environmental and social changes. Increasingly, more investors are adopting a sustainable investing approach in order to align their investment portfolio with companies […]

A Brighter Future

“The real key to making money in stocks is not to get scared out of them.” Peter Lynch They say April showers bring May flowers. Well, after a lot of showers and storms over the past year, flowers are starting to bloom and things are looking a lot better. Last month marked the one-year anniversary […]

The Art of Planning Your Retirement

Take a deep breath and relax.  Retirement planning can be stressful and overwhelming, but it should be a time of excitement as we imagine and pursue our ideal future.  We are being asked to plan the last 1/3rd of our lives before we get there.  That’s a big task that requires time and patience, but […]