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Finding purpose in retirement
Your financial advisor may tell you that a successful retirement has everything to do with how much there is in savings followed by the...


How options can protect against a portfolio decline
Options are sophisticated financial instruments that can help protect a portfolio from a decline and even provide additional income....


Year-end tax tips
As we come to a close on another gyrating year, when it comes to tax tips, this time it’s different. With the launch of the Trump tax...


Checking your emotions during market volatility
Investors saw relief as the Federal Reserve Chairman corrected statements suggesting that they will slow the pace of further rate rises....


What to consider during Medicare open enrollment
It's Medicare open enrollment and if you’re 65 or older, this applies to you. The deadline to make changes is December 7th. Here are some...
How to not pay capital gains tax (Opportunity Zones)
If you’re fortunate to have an imbedded capital gain, either from company stock or other investments held during the last decade...


Flex Spending Account vs Health Savings Account
It’s that time of year you can elect your benefits through work. Your employer may offer a Health Savings Account (HSA) and/or a Flexible...


Preparing for open enrollment
It's almost that time of year when you can opt-in for for benefits through the Affordable Health Care Act or for group benefits through...
Where to put your excess cash
If you’re sitting on some cash that you don’t immediately need, it may be worthwhile to review options for socking it away. First off,...


Life insurance as a wealth building strategy
Life insurance is more than just a strategy to provide for your kids should something happen to you; it's also a wealth accumulation...
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