Open Enrollment, which varies by company but generally takes place in the Fall, can often be a stressful time as trying to make sense of your company’s benefits can seem like a daunting task. It is an important time however, as it allows you the opportunity to adjust your benefits based on any changes that have […]
Financial security in retirement doesn’t just happen. It takes planning, commitment and, yes, money. FACTS: Only 40 percent of Americans have calculated how much they need to save for retirement. 30 percent of private industry workers with access to a defined contribution plan (such as a 401(k) plan) does not participate. The average American spends […]
One of the most common sources of conflict in relationships is money. If you are lucky enough to have found someone who you are compatible with, the last thing you want to do is jeopardize the life you are trying to build together because conversations around money are getting in the way. Discussions about finances […]
2020 has been a year like no other with Covid-19 having derailed all of our plans and expectations. Unfortunately, the United States is officially in a recession, ending the longest economic expansion in history. More than 40 million Americans have filed for unemployment since the pandemic began and uncertainty seems higher than ever. The word […]
When you know what you want in life and you strive to reach it, you can accomplish almost anything. It’s easy to dream big and create goals, but how do you go about accomplishing those goals? Below are a few steps to follow to keep you on your path: Write down all of your goals […]
There are many different events that affect us throughout our lives. One of the most heart-breaking is death. As we live our lives, it is likely that at some point we will either receive an inheritance or know someone that does. It can be a stressful time as you are trying to manage your emotions […]
While the COVID-19 pandemic continues to be challenging to say the least, it presents an opportunity for communities to come together and for us to give back. Charitable giving is meaningful for a multitude of well documented reasons. In addition to helping those in need or just brightening someone’s day, the simple, selfless act of […]
As US equities have outperformed non-US stocks over the last several years, some investors may question the role that global diversification plays in their portfolios. It is very easy to get caught up in the market swings during this unprecedented time, along with the outperformance of the largest U.S. companies. For the five-year period ending […]
The CARES Act is 335 pages and has created a lot of opportunity for proactive tax planning, along with a lot of acronyms – CARES (Coronavirus Aid, Relief, and Economic Security Act), PPP, PUA, FPUC, EIDL, PPPHCEA & PEUC (Pandemic Emergency Unemployment Compensation) or Payments extend until Christmas. A few of the CARES Act law changes […]
Open Enrollment, which varies by company but generally takes place in the Fall, can often be a stressful time as trying to make sense of your company’s benefits can seem like a daunting task. It is an important time however, as it allows you the opportunity to adjust your benefits based on any changes that have […]
Financial security in retirement doesn’t just happen. It takes planning, commitment and, yes, money. FACTS: Only 40 percent of Americans have calculated how much they need to save for retirement. 30 percent of private industry workers with access to a defined contribution plan (such as a 401(k) plan) does not participate. The average American spends […]
One of the most common sources of conflict in relationships is money. If you are lucky enough to have found someone who you are compatible with, the last thing you want to do is jeopardize the life you are trying to build together because conversations around money are getting in the way. Discussions about finances […]
2020 has been a year like no other with Covid-19 having derailed all of our plans and expectations. Unfortunately, the United States is officially in a recession, ending the longest economic expansion in history. More than 40 million Americans have filed for unemployment since the pandemic began and uncertainty seems higher than ever. The word […]
When you know what you want in life and you strive to reach it, you can accomplish almost anything. It’s easy to dream big and create goals, but how do you go about accomplishing those goals? Below are a few steps to follow to keep you on your path: Write down all of your goals […]
There are many different events that affect us throughout our lives. One of the most heart-breaking is death. As we live our lives, it is likely that at some point we will either receive an inheritance or know someone that does. It can be a stressful time as you are trying to manage your emotions […]
While the COVID-19 pandemic continues to be challenging to say the least, it presents an opportunity for communities to come together and for us to give back. Charitable giving is meaningful for a multitude of well documented reasons. In addition to helping those in need or just brightening someone’s day, the simple, selfless act of […]
As US equities have outperformed non-US stocks over the last several years, some investors may question the role that global diversification plays in their portfolios. It is very easy to get caught up in the market swings during this unprecedented time, along with the outperformance of the largest U.S. companies. For the five-year period ending […]
The CARES Act is 335 pages and has created a lot of opportunity for proactive tax planning, along with a lot of acronyms – CARES (Coronavirus Aid, Relief, and Economic Security Act), PPP, PUA, FPUC, EIDL, PPPHCEA & PEUC (Pandemic Emergency Unemployment Compensation) or Payments extend until Christmas. A few of the CARES Act law changes […]
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Client Relationship Summary – Form CRS
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