Broker Check

Topics of Interest

9 Facts About Retirement

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about retirement that might surprise you...READ MORE

Learn more
How Will the Economy React to AI?

How Will the Economy React to AI?

Artificial intelligence (AI) tools are already invading every aspect of our lives. Debates are ongoing about how it will infiltrate individual industries. Governments are working to understand AI and determine how to regulate something that affects much more than the digital space... READ MORE

Learn more
A Hard Conver-sation Made Easy

A Hard Conver-sation Made Easy

Throughout previous stages of life, you might have become accustomed to keeping your financial matters fairly close to the chest. Now, however, would be a good time to start involving your family as you develop and effectuate your estate plans. This article will help you think about how best to engage with your children, as you discuss your wealth and wishes. You need to take control by starting the conversation now... READ MORE

Learn more
Are You in the “Sandwich Generation?"

Are You in the “Sandwich Generation?"

Without knowing it, you may be part of the so-called "sandwich generation." These are people who find themselves at the life stage in which they are caught between raising their own kids while watching their parents grow older. They are squeezed between responsibilities to care for parents and children at the same time. This care can take the form of money and capital or time and labor. All of these can have serious financial implications.. READ MORE

Learn more
wHAT'S NEW FOR sOCIAL sECURITY?

wHAT'S NEW FOR sOCIAL sECURITY?

Whether you’re applying for Social Security in the future or currently receiving benefits, there are some important changes to earnings limits, Medicare premiums, and other differences to keep in mind. Ready to learn more? Read on.

Learn more
7 Questions To Consider In Retirement

7 Questions To Consider In Retirement

Are you on the brink of retirement or settling into your golden years? This chapter of your life can be exciting and rewarding, especially if you're well-prepared. One of the biggest concerns on your mind, however, is probably money. Besides ensuring that you have enough to cover your retirement, it's essential to understand how you'll meet your goals and priorities.

To help you get the most out of your retirement, consider these questions: Read on

Learn more
A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains.

Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as short-term gains (a gain realized on an asset held one year or less) or long-term gains (a gain realized on an asset held longer than one year).

Read On.

Learn more
Four Really Good Reasons to Invest 

Four Really Good Reasons to Invest 

Thirty-nine percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.

Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough.

WHY INVEST?

Learn more