What’s your dream for retirement? Most of us dream of a retirement where our time is our own. But how will you afford those dreams? Social security may help, but it’s up to you to plan ahead. Fortunately, your employer wants to help! Find out why you should consider...

Trade tariffs have been in the news a lot lately. This week’s video talks about trade tariffs and their impact. I recommend you take a peek at this 2 minute video to see what they are all about! And for our clients, trade tariffs are one of this quarter’s investment...

Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other than traditional stocks and bonds to invest in. No matter what your situation, investing in art can prove to be lucrative, if you do your research....

Outstanding student loan debt in the U.S. is currently estimated at $16 trillion, a figure that includes both federal and private student loans. Student loan debt is the 2nd highest consumer debt category, ahead of both credit cards and auto loans, and behind only...

As we have reached the deadline to file taxes today, one of the many taxes we pay are social security taxes. Do you know where social security taxes go? The money is kept in two trust funds – one for retirees (the Old Age and Survivors Insurance Trust Fund) and one...

When putting together a strategy to pursue a comfortable retirement, you'll want to consider many factors and risks. One of them is inflation. Why? Find out in this quick video .

Companies and government entities issue bonds to raise money for different reasons, including financing their operations. When you invest in bonds, you essentially loan money to the issuing organization and become a creditor. Over time, that money must be paid back to...

Your 401k plan (aka - employer-sponsored retirement savings plan) is one of the most convenient ways to help build a nest egg for your retirement. But did you know that your plan also offers tax benefits? In less than four minutes, this video will illustrate how you...

The IRS recently released its annual list of tax scams. The list reminds taxpayers to use caution and avoid becoming victims of fraudulent tax schemes.  Click this link for a 3 minute video overview of the tax scams. Still have questions?  Reach out, we're here to...

Filing income taxes is an annual chore that few people enjoy, unless it results in a big refund. But hold on -- is receiving a tax refund a reason to celebrate? Let's review the pros and cons in this two and a half minute video . Still have questions?  Reach out,...