News and Insights

11.06.2020 - Your investment portfolio may be off-kilter, and you may not even know it. Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be...

08.14.2020 - Determining when to take Social Security benefits is a complicated financial decision. Here are a few things to think about and discuss with your financial professional. How long do you think you will live? If you have a family history that suggests you...

06.10.2020 - How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plans. Offered by states and some educational institutions, these plans...

01.27.2020 - What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to...

The SECURE Act: Long-established retirement account rules change The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear...

What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed...

What you should know about naming an IRA beneficiary. Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you can do, however, is name a trust as the beneficiary of your IRA. The...