Tax Season Scam Alert
Presented by Daniel Gwizdak With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and...
Your Guide to Medicare Planning
Presented by Lisa Hayes Did you know that the total projected lifetime health care costs (excluding long-term care) for the average...
Solutions for Managing Student Loan Debt
Presented by Lisa Hayes Managing student loan debt has become one of the biggest financial planning challenges for many. In the U.S.,...
Are You an Intelligent Investor?
Being an intelligent investor isn't about your IQ--it’s learning how to harness emotions & think for yourself. Let’s explore how to do that!
Year-End Financial Planning Checklist: 10 Suggestions to Help You Stay on Track
Although 2020 has been a year of unexpected changes, one routine has remained consistent: the fourth quarter means it’s time to begin...
Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries
The IRA strategies discussed in this article could help enable a sound financial plan for a rewarding retirement—for both you and your heirs
Despite Bumps Along the Way, Road to Economic Recovery Shows Promise
Halfway through 2020, we’ve already had enough news (and then some) to fill up an average year. So far, we’ve seen a pandemic...
Market Update for the Quarter Ending March 31, 2019
Market Update for the Quarter Ending March 31, 2019 Presented by S. Lisa Hayes CFP®, ChFC, AIF® Strong March caps great start to the year...
Market Update for the Month Ending February 28, 2019
Presented by S. Lisa Hayes CFP®, ChFC, AIF® Another strong month for markets February was a short but sweet month for investors. U.S....
Market Update for the Month Ending January 31, 2019
Presented by S. Lisa Hayes CFP®, ChFC, AIF® New year kicks off with stock market rebound Markets around the world had a great start to...