Category Archives: Financial Services

Talking to Your Teen About Money

Posted on Tuesday, December 4, 2018 by

You probably feel comfortable talking to your teen about things like school, sports, and clothing. But how do you feel about talking about money? While it may be a tricky topic to broach, odds are that your teenager will rely on you to learn basic financial management skills.

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Investing in Yourself for a Change

Posted on Tuesday, December 4, 2018 by

If you can’t remember the last time you felt energized or inspired in your daily life, consider investing in a new asset: yourself. Focusing on yourself from time to time might just give you the extra motivation you need to stick with your long-term savings plan.

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Business Owners: What’s Your Plan for Retirement?

Posted on Monday, December 3, 2018 by

When it comes to retirement planning, do you cross your fingers and hope your business will provide the nest egg you’ll need to live comfortably? Rather than relying on your business to define your retirement lifestyle, consider a tax-advantaged retirement plan to supplement your strategy.

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How Can I Safely Shop Online This Holiday Season?

Posted on Tuesday, November 13, 2018 by

Shopping online is especially popular during the holiday season, when many people prefer to avoid the crowds and purchase gifts with a few clicks of a mouse. However, with this convenience comes the danger of having your personal and financial information stolen by computer hackers.

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How Can I Protect My Personal and Financial Information from Credit Fraud and Identity Theft?

Posted on Thursday, November 8, 2018 by

In today’s digital world, massive computer hacks and data breaches are common occurrences. And chances are, your personal or financial information is now susceptible to being used for credit fraud or identity theft.

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The Tech Sector Could Be Dominating Your Portfolio

Posted on Wednesday, November 7, 2018 by

Each business cycle is unique, which makes it difficult to predict which sectors stand to benefit in the months ahead. Although there’s little you can do about the returns delivered by the financial markets, you can control the composition of your portfolio.

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Life Insurance with a Refund (Return of Premium)

Posted on Wednesday, October 10, 2018 by

When shopping for life insurance, make sure your advisor completely knows your financial situation as well as your needs during various years of your life.

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What’s So Great About a College Net Price Calculator?

Posted on Wednesday, October 10, 2018 by

If you’re saving for a child’s college education, at some point you’ll want to familiarize yourself with a college net price calculator, which is an invaluable tool for estimating financial aid and measuring a college’s affordability.

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When Should I Submit College Financial Aid Forms?

Posted on Wednesday, October 10, 2018 by

If you have a new or returning college student, it’s a good idea to file the FAFSA as early as possible in the fall because some aid programs operate on a first-come, first-served basis.

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Down the Donut Hole: The Medicare Coverage Gap

Posted on Wednesday, October 10, 2018 by

One of the most confusing Medicare provisions is the prescription drug coverage gap, often called the “donut hole.” It may be clearer if you consider the gap within the annual “lifecycle” of Medicare Part D Prescription Drug Coverage.

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