Don’t Let Short Term Events Change Your Investment Goals

With every change in the world, there always seems to be the temptation to make an impulsive financial decision, especially when it comes to investing. This year especially was difficult for investors who made such decisions when the coronavirus hit […]

November 5, 2020 | Read More >

Tap Your 401(k)? Get Back On Track! 

While tapping into your 401(k) is not the first choice that you should make, it is sometimes unavoidable. During the most recent economic crisis, you may have needed to withdraw from your retirement funding in order to make ends meet […]

November 5, 2020 | Read More >

Avoid Covid-19 Medicare Scams 

Older Americans on Medicare have become the focus of criminals. According to government officials, they are now utilizing various fraud schemes associated with the coronavirus pandemic. The common goal of these criminals is to get an older person’s money or […]

October 15, 2020 | Read More >

Planning For Retirement In The “New Normal”? 

The world of COVID-19 is, at least for the foreseeable future, the new normal of society. That means that there’s no time to slow down on retirement investing, as those same deadlines are coming up as quickly as ever. Below […]

October 15, 2020 | Read More >

Financial Lessons This Crisis Can Teach You

The current economic crisis was unexpected, but it hit quickly. Within a month, the stock market lost about a third of its value. Many investors were hit particularly hard. As states largely locked down, many workers saw their jobs evaporate […]

June 26, 2020 | Read More >

Your 401k Match is Suspended. Now What?

The recent global pandemic has caused many different types of economic fallout. It has resulted in many companies suspending the matching of their employee’s 401(k) contributions. The Plan Sponsor Council of America conducted a survey. It discovered over 20 percent […]

June 26, 2020 | Read More >

Don’t Get Swept Up In The Recession

Between February of 2020 and June of 2020 the Dow Jones Industrial Index moved violently from around 27,000 down to below 20,000 and then very quickly back to around 25,000. Anyone watching those market movements surely had a great amount […]

June 10, 2020 | Read More >

Recognize and Prevent Elder Financial Abuse 

Yesterday was World Elder Abuse Awareness Day.   There can be many ways the elderly are abused by family or those close to them.  Let’s look at abuse from a financial aspect. Financial abuse can be a complicated subject, but […]

June 10, 2020 | Read More >

Should You Delay Retirement?

Retirement is a dream for most Americans. Sure, there are people like Warren Buffett who love to work. Most people do not. If you’re one of those people who want to retire, the question arises of when a good time […]

September 22, 2019 | Read More >

Modern Day Scams To Avoid

The possibility of being targeted for a scam or a malicious scheme is well-known, and you may be aware of some of the more common or outdated scams. Today’s criminals, however, are increasingly devious. They know that many people are […]

September 16, 2019 | Read More >