Broker Check


Tuesday, April 9, 2024

Making charitable giving a family affair can be an effective way for parents and grandparents to pass down important values about the meaning and purpose of wealth from one generation to the next. Below are five ways to get the whole family

Tuesday, February 13, 2024

Taxes have a direct impact on the amount of money you keep, which is especially important for taxpayers in or nearing retirement. Keeping more money working for you begins with understanding the tax-savings opportunities available to you an

Wednesday, December 13, 2023

Year-end deadlines are fast approaching for many strategies that can help keep a lid on taxes. To help ensure you’re not paying more than your fair share, take a moment to review the checklist below.

Wednesday, December 6, 2023

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.

Thursday, October 19, 2023

In August 2023, the IRS announced a two-year delay in the effective date for a new rule requiring catch-up contributions in employer-sponsored plans to be made on a Roth basis for higher-income wage earners.

Show All

Tuesday, September 12, 2023

Are Your Current Medicare Choices Still Working for You? Navigating the Medicare maze can be daunting. With so many plans and options to choose among, it can be hard to determine if you have the right coverage at the right price until...

Monday, July 24, 2023

Need Another Incentive to Save? SECURE 2.0 Act Offers 7.Maximizing your employer retirement plan benefit may be one of the best ways to help you stay on track to retire when you want, with the money you need to accomplish your goals....

Tuesday, July 11, 2023

Managing spending is critical for maintaining the lifestyle you desire in retirement. Over time, your expenses may change as your lifestyle needs evolve. So, if you spend more than you initially planned in the early years, that can put a st

Thursday, April 20, 2023

Shake-ups in the banking sector, rising interest rates, inflation and global geopolitical concerns have all contributed to ongoing uncertainty in the domestic and global markets in recent months. When it comes to managing uncertainty and th

Wednesday, March 15, 2023

Why Your Refund May Be Smaller This Year and Tips for a Tax-Smart 2023: Following several years of economic stimulus programs, many taxpayers may be in for a bit of sticker shock when filing their 2022 tax returns. On average, refunds...

Friday, February 17, 2023

Financial Strategies for Surviving and Thriving in Today’s Changing Job Market - Following recent announcements of large-scale layoffs among some of the nation’s largest employers in the technology, housing and financial...

Thursday, January 19, 2023

New Year, New Perspective: Don’t Let Past Financial Decisions Dictate Your FutureThe beginning of a new year finds many people establishing new financial goals or recommitting to prior goals that may have fallen short, such as...

Wednesday, January 11, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Tuesday, October 25, 2022

Following its September 2022 meeting, the Federal Reserve raised interest rates by 0.75%, pushing the federal funds rate to a target range of 3.0% to 3.25%. That news drove the average rate for a 30-year mortgage to 6.7% by month end, the h

Thursday, October 20, 2022

Let’s face it, life doesn’t always go as planned. Some circumstances are beyond your control, such as rising inflation, an economic downturn, or an unexpected job loss or...

Thursday, October 6, 2022

If you have little experience with investing in stocks, bonds, or even real estate, it can be nerve-racking. You might feel like the slightest change in the stock market could have a negative impact on your investments and portfolio. The go

Tuesday, September 20, 2022

Whether you’re buying your first home, trading up or thinking about purchasing a second home or rental property, interest rates play a significant role in determining how much house you can afford.

Wednesday, September 14, 2022

Many Americans in or nearing retirement are familiar with Medicare, the federal health insurance program primarily for people age 65 or older. However, many people may not realize...

Thursday, September 1, 2022

According to a recent retirement confidence survey, 8 in 10 retirees say they are confident they will have enough money to live comfortably throughout retirement. Among those who are less confident, half cited inflation as a top concern—and

Monday, August 22, 2022

In July, the Federal Reserve (the Fed) raised interest rates 0.75% for the second consecutive month to a target range of 2.25% - 2.50%.1 The central bank also...

Thursday, July 21, 2022

The annual inflation rate for the United States was 8.6% for the 12 months ended May 2022, marking the largest annual increase since December 1981.1  While there are different ways to measure...

Tuesday, July 19, 2022

Not having positive money management habits can have a severe impact not just on your current finances but also on your future finances. Creating and sticking to good habits can help you feel more in control and give you a sense of confiden

Wednesday, July 13, 2022

Whether you recently retired or are planning to in the months ahead, you may be wondering how current financial and economic conditions may impact your plans. Do you need to adjust...

Friday, July 8, 2022

With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be...

Wednesday, July 6, 2022

Investor Bearishness Continues U.S equity markets gave back some gains from last week as investors fear a possible recession and Fed tightening. However, going into the long weekend the S&P 500 did pare some losses, gaining 1.06%.

Tuesday, July 5, 2022

Throughout your life, you’ve likely dreamt about what your retirement will look like. There are many possibilities about what you can do with your time, where you can live and what your income and finances will look like.As you...

Thursday, June 30, 2022

When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture.If you zoom out a bit in history, most investors haven't...

Thursday, June 30, 2022

Recession Fears Subside U.S. stocks rebounded from three weeks of declines as equity sentiment was bolstered by comments from Fed officials while a reading on inflation expectations eased. St. Louis Fed President Bullard said worries over a

Thursday, June 30, 2022

The Federal Reserve has taken an aggressive stance toward inflation by raising the key interest rate by three-quarters of a percentage point.

Monday, March 7, 2022

Wednesday, January 19, 2022

Stocks were under pressure all week as investors grappled with higher bond yields and talk of possibly four rate hikes this year. Initially, intraday declines would bring out buyers and pare the losses. Investors were particularly heartened

Thursday, March 25, 2021

The Cetera Advanced Planning Group has released an overview of the American Rescue Plan Act of 2021. This provides explanation and analysis on how this may affect your financial planning interests.This overview provides information...

Thursday, March 4, 2021

Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower.The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined...

Thursday, February 27, 2020

What Should You Do About The Coronavirus And Stock Market Volatility?The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800...

Thursday, November 7, 2019

As Featured in Mind + Body Magazine (No. 4, Fall 2019)... People save for a variety of things in retirement. Some dream of vacation homes in tropical destinations, others plan to spend time with grandchildren and family. Of all the...

Monday, February 11, 2019

Congratulations! You landed your first job and you’re settling in, putting your knowledge, skills and creativity to use in the ways you’ve always dreamed about. Believe it or not, now it’s time to start planning for...

Sunday, January 13, 2019

No matter if you have just started saving for your future or you are preparing for retirement, market volatility is an issue that can make investors fearful. The important thing to remember, however, is that it is often a normal part...

Tuesday, December 18, 2018

Turn on the television, search the web, talk to a co-worker, the message seems the same. Just in time for Christmas, we may be in a “Scrooge Market”. People are fearful right now, and the markets show it. With the Dow, S&P,...

Friday, September 21, 2018

The financial profession spends a substantial amount of time discussing the topic of retirement planning. However, I’ll be one of the first to admit that the profession focuses too myopically on the premise that retirement...

Tuesday, June 26, 2018

Over the last ten years, I’ve witnessed the substantial opportunities young professionals have when they take time to consider and review a few financial planning issues early on. Although these five examples sound simple, the...