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Smart money moves for 2019
According to research from the University of Scranton, nearly 45 percent of Americans will make a New Year’s resolution this year. However, making a resolution is the easy part – ... -
Consider Harvesting Gains and Losses Before Year-End
After years of below average market fluctuation, volatility has spiked during the 3rd quarter of 2018. From trade war concerns to Federal reserve rate hikes, the market has been digesting ... -
Should You Consider a Donor-Advised Fund?
As a tool used to simplify the process of managing charitable giving, donor-advised funds (DAF) are growing in popularity. In fact, according to the 2017 Donor-Advised Fund Report from the ... -
Preparing Young Beneficiaries to Handle an Inheritance
Dealing with the loss of a loved one is never easy. In addition to the emotional challenges of loss, many people are thrust into dealing with financial complexities. This can ... -
Time to Revisit Your Cash Strategy
Now may be a great time to consider revisiting your cash reserve strategy. After years of holding short term interest rates at or near zero, the Federal Reserve has raised ... -
The 5 Biggest Financial Mistakes Small Business Owners Make
The number of small businesses in the United States continues to rise. In fact, according to the U.S. Small Business Administration, there are 29.6 million small businesses employing an additional ... -
Smart ways to buy the worst depreciating assets
Purchases that bring excitement to your life are often detrimental to your wallet. New automobiles, boats, planes, RVs and other similar assets are well known for being depreciating assets – ... -
Critical Steps to Take Before Choosing to Retire
Determining the most ideal time to retire is no easy task. In fact, transitioning from a typical workweek and paycheck to the uncertainty associated with how your life will change ... -
Auto Leasing VS Buying
Should you purchase or lease your next vehicle? Auto buyers often have preconceived notions about whether it is better to lease or buy a vehicle. While there has never been ... -
4 Smart Ways to Invest Your Tax Refund
If you are expecting a tax refund this year, you are not alone. According to the IRS, 155 million tax returns are expected to be filed in 2018 with 70 ...
