financial planner

Disney and Other Amusement Parks Have New Rules in the Coronavirus Era

From AARP.com Temperature checks, mask requirements and more Many amusement and theme parks in the United States that closed suddenly…

4 years ago

MARKET WATCH: FEBRUARY 18, 2020

The Markets (as of market close February 14, 2020) Despite the ongoing battle against the coronavirus, stocks reached record highs…

5 years ago

Tidying Up Financial Clutter

From hartfordfunds.com Spark joy and part with all those old statements, tax returns, and utility bills. You just watched the…

5 years ago

MARKET WATCH: JANUARY 21, 2020

The Markets (as of market close January 17, 2020) Each of the benchmark indexes listed here enjoyed strong gains last…

5 years ago

New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE)…

5 years ago

Financial Lessons From Football

Just ahead of the 2020 College Bowl extravaganza, check out these financial lessons we can learn from the classic game…

5 years ago

Required Minimum Distributions

What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts…

5 years ago

Buying a House: How Much Can You Afford?

Introduction An old rule of thumb said that you could afford to buy a house that cost between one and…

5 years ago

Five Questions about Long-Term Care

Long-term care is not just provided in nursing homes--in fact, the most common type of long-term care is home-based care.…

5 years ago

Financial Advice for Recent College Graduates

You've put in the hard work as a college student and finally received your diploma. Now you're ready to head…

5 years ago

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