Blog

Protecting Your Identity This Tax Season

2016-11-22T21:57:28-05:00January 20th, 2016|Blog|

If you’re an online tax prep user, you may notice some changes this season. Your account might log off more quickly after periods of inactivity or you may have fewer chances to re-enter your password after a log-in error.  These changes in online services such as TaxSlayer and TurboTax are part of an effort by [...]

Financial Planning for Every Stage of Life: Retirement

2023-01-31T15:21:30-05:00November 15th, 2015|Blog, Estate Planning|

As you near retirement, it's critical that you take a comprehensive and critical look at your financial plan for the next 20-30 years. You may not have a clear picture of what your income will look during retirement, and you can't plan your expenses accordingly. Instead of waiting until the last minute, sit down with [...]

Financial Planning for Every Stage of Life: Establishing Your Career and Personal Life

2019-02-14T12:51:43-05:00October 18th, 2015|Blog|

As you move through life, your financial priorities will change. Your goals when you are starting your career will be dramatically different from those as you near retirement. This article will focus on financial priorities for those establishing their career and making important personal decisions, such as getting married. 1. Negotiate your salary As you [...]

Financial Planning for Every Stage of Life: When You Feel More Established

2023-01-09T13:04:55-05:00October 15th, 2015|Blog|

You may be nearing a point where you feel very comfortable in your life. You have started having children and building a family, or perhaps you've established yourself in your career. This post will focus on financial priorities for those who are farther along in their career and/or family lives but who have not [...]

Being a charitable retiree

2016-11-22T21:57:28-05:00October 2nd, 2015|Blog|

There is nothing that brings a smile to your face quite like helping another, but doing so may become more difficult during retirement. Your portfolio may not be robust enough to allow for consistent donations, or you may be concerned that giving consistently will significantly reduce your ability to support yourself later in life. Even still, [...]

Eleven Ways to Help Yourself Stay Sane in a Crazy Market

2016-11-22T21:57:28-05:00September 25th, 2015|Blog|

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact [...]