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,...

2018 was quite the rollercoaster! We have a great 4 minute video that really encapsulates 2018. We highly recommend you invest time to take a look. Need a second opinion on your investments?  Reach out for a free analysis . (How can you say no to free?!)

The fundamental question of how much life insurance to buy can only be answered when we know what it is exactly we are protecting. While its purpose is to protect your life, only you can determine what that might be worth to your family. Your vision of a “good life”...

All investors – be they conservative, moderate or aggressive – need to understand that the level of returns they expect to generate is directly related to the amount of risk they are willing to assume – the higher the return, the higher the amount of risk one needs to...