Should you take advantage of a Roth 401(k)?

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Posted on July 7th, 2021

By Anne Zavaglia, CFP® If you have a 401(k) or other workplace retirement plan that offers a Roth option, you should consider taking advantage of […]

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Life Insurance Beneficiary Mistakes to Avoid

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Posted on July 7th, 2021

Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy’s beneficiaries […]

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Don’t Let Debt Derail Your Retirement

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Posted on July 7th, 2021

Debt poses a growing threat to the financial security of many Americans — and not just college graduates with exorbitant student loans. Recent studies by […]

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May 2021 Market Recap

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Posted on June 8th, 2021

General market trends continued to hold in May as data pointed to a strong economy, with the US Purchasing Managers’ Indices for both manufacturing and […]

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New Legislation to Increase Retirement Saving

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Posted on June 7th, 2021

Retirement saving continues to be a pressing issue for most Americans, as many reach retirement age with little to no savings. The SECURE Act, which […]

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Three Reasons to Keep Your Personal and Business Finances Separate

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Posted on June 1st, 2021

If you are launching a new venture, you may wonder whether it’s necessary to open a dedicated bank account for your business. Even if your […]

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Decisions, Decisions: Weighing the Pros and Cons of an IRA Rollover

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Posted on June 1st, 2021

If you lose a job, switch employers, or step into retirement, you might consider rolling your retirement plan savings into an IRA. But this isn’t […]

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Considerations When Making Gifts to Children

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Posted on June 1st, 2021

If you make significant gifts to your children or someone else’s children (perhaps a grandchild, a nephew, or a niece), or if someone else makes […]

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May 2021

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Posted on May 6th, 2021

Monthly Market Recap from Clint Edgington, CFA April continued the streak of strong performance across most asset classes, with the S&P 500 clocking in at an […]

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April 2021 Market Recap

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Posted on May 6th, 2021

April continued the streak of strong performance across most asset classes, with the S&P 500 clocking in at an 11.3% gain for the year.  While […]

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