November 2016 Monthly Recap

Honoring Our Veterans

Veterans Day first became a federal holiday in 1938. It was known then as Armistice Day, which celebrated the end of the World War I, the “Great War”. After World War II and the Korean War, the holiday was changed to Veterans Day in the United States to honor all military veterans. Read more

Scottrade and TD Ameritrade Coming Together as One

Scottrade has reached an agreement to be acquired by TD Ameritrade. This includes Scottrade® Advisor Services. Separately, Scottrade has reached a similar agreement with TD Bank Group. Read more

Social Security COLA 2017

The Social Security Administration announced the 2017 Cost of Living Adjustment for beneficiaries will be 0.3 percent. The COLA will take effect for more than 60 million Social Security beneficiaries beginning in January 2017. Read More

Will vs Trust: Is One Better?

When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences may help you decide which strategy is better. Read More

Are You Healthy, Wealthy and Wise?

Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 can help you start the new year stronger than ever. Read More

Pretax, Roth or After-Tax

If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose? Read More