MARKET WATCH: DECEMBER 2, 2019
The Markets (as of market close November 29, 2019) The holiday-shortened week was a good one for investors as they were encouraged by the growing likelihood of “phase one” in
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financial planning
Top Year-End Investment Tips
Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a little time out from the
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Five Retirement Lessons from Today’s Retirees
Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) surveys 1,000 workers and 1,000 retirees to assess how confident they are in their ability to afford
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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. Understandably, many people put off planning for long-term care. But
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MARKET WATCH: JUNE 24, 2019
The Markets (as of market close June 21, 2019) Stocks enjoyed another week of strong growth as investors were encouraged by the Fed’s decision to keep interest rates unchanged and
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Caring For Your Aging Parents
What is it? Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring
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Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send
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Tax tips for last-minute filing: Tax Strategy Scan
Roundup of tax-related investment strategies and news your clients may be thinking about. This article was originally on FinancialPlanning.com Tax tips for last-minute filing As the tax-filing deadline draws near,
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There’s Still Time to Contribute to an IRA for 2018
Making a last-minute contribution to an IRA may help you reduce your 2018 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had
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MARKET WATCH: MARCH 25, 2019
The Markets (as of market close March 22, 2019) Last week started well for investors as stock indexes continued to climb on the heels of the prior week’s robust performance.
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