Are Your Assets Really Diversified?

You've heard the old investment adage, "Don't put all your eggs in one basket." It's good advice. A diversified portfolio should be at the core of any well-planned investment strategy. While a worthy goal at any age, it's especially...

Women and Retirement Planning Strategies

According to a study by the National Center for Women and Retirement, nine out of 10 women will be solely responsible for their finances at some point in their lifetime. Women living in affluence may feel at ease with the resources...

Working With a Financial Advisor: The Six Steps to Make the Most Out of the Relationship

Would you trust your medical diagnosis to a casual acquaintance? Do you cut your own hair or dry clean your own clothes? For some services, it makes more sense to pay a professional who has the expertise to deliver the appropriate...

Financially Savvy Women - Additional Strategies to Consider

Having a career that brings you personal satisfaction and financial success places many demands on your time and energy. You may find yourself putting off important tasks simply because there’s no strict deadline for completing...

Spring 2018 Market Update

% Return as of 03/31/2018 Equity Indexes 1st Q 1 Yr 3 Yr S&P 500 -0.76 13.99 10.78 Russell 2500 -0.24 12.31 8.15 MSCI EAFE -1.53 14.80 5.55 Emerging Market 1.42 24.93 8.81 Wilshire REIT -7.48 -3.64 0.97 Bond Indexes TIPS -0.79 0.92 1...

Money Milestones by decade

Source: http://www.marketwatch.com/story/all-the-money-milestones-to-hit-in-every-decade-of-your-life-2017-09-19

How to freeze your credit at the different bureaus

In light of the recent hack at Equifax, it's more important than ever to be diligent in monitoring your credit. Below is some helpful information and links: EQUIFAX CREDIT FREEZE – [Equifax Website] Credit freezes may be done...

Key-Person Insurance: Small Business Life Line

Would you hesitate to buy fire insurance for your lab or office building? Of course not. What about liability insurance in case someone slips on your steps? Same answer. But have you insured what could be your most valuable asset --...

Managing an inheritance

An inheritance in the form of cash, real property, jewelry or stocks can enrich your life in many ways. Oftentimes, bequests from an estate are intended to help move the heir forward financially, or to keep a prized possession within...

How to Structure Your Business

Proprietorship. Partnership. S corporation. Limited liability company. C corporation. Which form is best for your new business? The decision can be difficult. Each business form offers you both advantages and disadvantages....

Survivor's Checklist-What To Do After A Family Member Dies

Have you reviewed your estate plan?

You have an estate plan; you probably even remember creating it—making the decisions and pulling together the documents was probably a time-consuming and tedious effort. The initial process of creating an estate plan can be so...

What Trump means for taxes

Now that the 2016 elections are over, it is time to consider key tax law changes that may be enacted in 2017 and beyond. Given the election results, many tax and fiscal issues remain uncertain. Today, it appears that significant tax...

Six Most Overlooked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to?¹ While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the...