Insights

The days of getting a summer job to put yourself through college are long gone. An education costs more than ever – but it still pays to have one. Our downloadable guide acts as a checklist that explains how you can help them prepare for this passage into adulthood. We’ll look at financial …

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …

The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.

Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because …

Maintaining our health and our car – we often take these for granted, because it’s fairly easy for us to monitor and measure. Both the human body and modern cars have smart systems in place, like physical pain and check engine lights, that alert us to trouble that needs immediate attention. …

Investing looks so complex, it’s difficult to know where to start. Let’s look at the basic investment vehicles and some pros and cons of each.

President Trump has signed the new $900 billion economic relief and spending bill passed by Congress. Here are 17 takeaways from the new legislation that you should know.

You just met with your HR team, who shared with you the good news: You’re eligible to own employee stock in your company! An incredible benefit, especially since you feel that you can impact how well your company stock performs, either directly or indirectly. But you walk out of the meeting …

Unfortunately, there will likely be a surge in divorces as a result of the stress related to Covid-19. Divorce is one of the most emotional chapters in someone’s life, and getting guidance through such a time is invaluable. Ending your marriage means you need to paint a realistic picture of …

“It is our choices, Harry, that show what we truly are, far more than our abilities.” – Albus Dumbledore, in “Harry Potter and the Chamber of Secrets” by J.K. Rowling How do you get from here to there? Every day we are faced with so many choices of what to do with our time. Get …

In the financial world, when evaluating a family’s overall financial situation, we manage risk and we work to prevent something bad from happening to us. We work to not give up the big play, an unfortunate event that could derail a family’s retirement plan.