Broker Check


Tuesday, September 13, 2022

As you near age 65, you may start to think about Medicare. How do you sort through your coverage options? When (and how) do you enroll? And what if you have other health insurance? Here is some information to help you when it's time to...

Monday, September 5, 2022

Matching your tolerance for risk with your investment objectivesEveryone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk (but like...

Tuesday, August 30, 2022

Look beyond the emotional headlines and study the hard facts about bearsThe real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons...

Tuesday, August 30, 2022

You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of your death. However, determining the appropriate amount of coverage for your...

Monday, August 22, 2022

Investing for your retirement isn't about getting rich quick. More often, it's about having a game plan that you can live with over a long time. You wouldn't expect to be able to play the piano without learning the basics and...

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Tuesday, August 16, 2022

Regardless of what you do or how much you earn, you deal with money on a daily basis. The more you understand about finances, the more effectively you will be able to manage yours.Yet, many people lack financial literacy skills. One...

Tuesday, August 9, 2022

Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task.But take...

Wednesday, August 3, 2022

Economies and markets are cyclical. They may include periods of wealth creation and times of bursting bubbles that bankrupt companies in a major downturn."Boom and bust" cycles may last anywhere from a few months to a few years or...

Wednesday, August 3, 2022

Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of...

Monday, July 25, 2022

With markets so volatile, the human element to investing is very importantThe market skyrockets one day, plunges the next. Is this the wobbling before the crash? Should you invest now? If so, how? Everything at once? That’s...

Wednesday, July 20, 2022

Most types of financial accounts allow you to designate a beneficiary, from checking and savings accounts to life insurance policies, 401(k)s, IRAs, pensions, and trusts. But when was the last time you looked at your beneficiary...

Tuesday, July 19, 2022

Though baseball and stock market investing may not seem to have much in common, there are a few key similarities—both are stats-driven and require focus, a relative lack of emotion, and a clear mind. And when it comes to...

Tuesday, July 12, 2022

Market volatility could spook even the most seasoned investor. If a precipitous week or two in the market has you ready to sell, you may want to reconsider your risk tolerance and asset allocation. Attempting to time the market by...

Wednesday, July 6, 2022

July 6, 2022As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. However, the Fourth of July Independence Day holiday does bring with it reason for celebration. Not only is it the...

Monday, June 27, 2022

Taking a Closer LookWithout a doubt, it is important to have enough life insurance coverage to handle any financial contingencies that may affect your family if you die prematurely. However, determining the amount of life insurance you...

Monday, June 20, 2022

Summer is here, and it could be time to hit the road on a new adventure. If you’re on a tight budget, you don’t have to give up your summer vacation dreams. Here are a few tips you may be able to use to create the perfect...

Monday, June 13, 2022

A qualified charitable distribution, or QCD, allows you to distribute funds from your IRA to an eligible charity (a 501(c)(3) organization) as long as you’re 70 1/2 years of age or older. Since the gift will go directly to the...

Monday, June 6, 2022

The cost of long-term care can quickly deplete your savings and affect the quality of life for you and your family. Long-term care insurance allows you to share that cost with an insurance company. But premiums for long-term care...

Wednesday, June 1, 2022

Whether you are expecting your first child or have been a parent for years, finances and building a future for your family go hand-in-hand. Luckily, there are money moves you can make now to help manage financial stress, support...

Wednesday, June 1, 2022

The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends). From that January 3 closing high through the recent low on...

Friday, May 27, 2022

Tuesday, May 24, 2022

Wednesday, May 18, 2022

Tuesday, May 10, 2022

Wednesday, May 4, 2022

Wednesday, May 4, 2022

Wednesday, May 4, 2022

Wednesday, April 27, 2022

Tuesday, April 12, 2022

Thursday, April 7, 2022

Tuesday, April 5, 2022

Sunday, March 27, 2022

Wednesday, March 23, 2022

Sunday, March 20, 2022

Wednesday, March 16, 2022

Sunday, March 6, 2022

Thursday, March 3, 2022

Tuesday, March 1, 2022

Saturday, February 19, 2022

Tuesday, February 15, 2022

Monday, February 7, 2022

Friday, February 4, 2022

Tuesday, February 1, 2022

Tuesday, January 25, 2022

While most people find the notion of creating a budget about as appealing as cleaning out closets, most would agree that the result—a well-crafted and useful budget—is worth the work Two financial “snapshots”...

Tuesday, January 18, 2022

Friday, January 14, 2022

Tuesday, January 11, 2022

Tuesday, January 4, 2022

Thursday, December 2, 2021

Wednesday, December 1, 2021

Wednesday, December 1, 2021

Wednesday, December 1, 2021

Wednesday, December 1, 2021

Tuesday, November 30, 2021

Tuesday, November 9, 2021

Tuesday, November 9, 2021

Thursday, November 4, 2021

Thursday, November 4, 2021

Monday, February 1, 2021

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding...

Monday, February 1, 2021

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming overwhelmed in the event that you develop a chronic...

Monday, February 1, 2021

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, there are potential benefits. In this article we are going to look at two things, first what exactly are employee...

Thursday, May 21, 2020

Monday, February 18, 2019

For young families, the immediate cost of raising a child can be testing financially. Just when you thought you were in the clear from student loan repayments and your never-ending car lease, a hungry mouth appears with countless...

Wednesday, February 6, 2019

At the end of the month, do you often find yourself with a lot less money than you expected? Do you have a hard time determining exactly what you spent your money on? Do you feel that you should have more to show for your hard work...

Thursday, January 24, 2019

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the...