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Getting Back on Track: How to Refocus After a Financial Setback

Life occasionally throws you curveballs. These can include personal setbacks – such as an extended illness, loss of your job, or a divorce – or financial problems, such as a downturn in the stock market that affects your retirement plan account, or an unwise...

Bricks for Building Your College Funding Plan

College costs continue to skyrocket – at a pace that far exceeds the rate of inflation. But there is a bright side to planning for college expenses, and it’s getting a little brighter all the time – thanks to federal tax breaks that can make paying for college more...

Giving It Away to Charity: A Guide to Philanthropy

“Philanthropy” is defined as the act of making gifts of personal resources to charities. These resources can include donations of one’s time, energy, money and property. Millions of Americans perform simple acts of philanthropy, such as donating clothing to homeless...

How to Select a Financial Professional

Once you’ve decided to get serious about financial planning or investing, one of your next steps may be to seek professional help. Perhaps relatives or friends are recommending financial professionals to you. Maybe you know some financial professionals yourself. What...

Own a Business? Take Advantage of These Tax Deductions

When you’re in business for yourself, every penny counts. That’s why it’s important to take advantage of as many tax deductions as you can. But the time to start planning for these deductions is not tax time – if you wait that long, it’s often too late. As a business...

The Value of Diversification

We’ve heard the warnings about “putting all your eggs in one basket.” When it comes to diversifying your investments, that adage is not only relevant: It could mean the difference between financial success and failure. Investment diversification involves choosing a...

Why Estate Planning Will Always Be Important

When it comes to making plans for the future, you may have already given thought to how you would like to distribute your assets after something happens to you. Perhaps you’ve even written a will. But many legal and tax advisers caution their clients against using a...

Disability Income Insurance: What Every Professional Needs to Know

Most people know they need to insure their life, their car, and their home or condo. But they often overlook insuring their most important asset - their ability to earn an income. Your income is the primary source of funding for a lifetime of things, from basic...

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

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