The Return to Conservative Investing

The Return to Conservative Investing Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on [...]

2018-12-27T16:14:22+00:00 December 18th, 2018|

When Is Social Security Income Taxable?

Social Security and Your Retirement When is Social Security income taxable? The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since [...]

2018-11-20T14:49:48+00:00 August 24th, 2018|

Growing Your Money Locally

Growing Your Money Locally 5 Totally Free Things You Can Do to Support Your Local Economy Supporting your local community is a positive thing—it builds relationships, it strengthens the local economy, and it makes your neighborhood a happier and healthier place to work and play. The most obvious way to support your [...]

2018-08-06T13:23:11+00:00 August 6th, 2018|

7 Tips for Tracking Down Your Dream Career

7 Tips for Tracking Down Your Dream Career Choosing a career is tough Whether you’re a new grad or considering a career change, it’s easy to feel overwhelmed when tasked with selecting your next gig. And why shouldn’t it? It’s an enormously costly decision, in terms of both time and money. In [...]

2018-06-07T09:17:06+00:00 June 7th, 2018|

Smart Strategies for Investing in a CD or Money Market

Smart Strategies for Investing in a CD or Money Market Reflective of market trends, CD and Money Market rates are on the rise. While not at the levels that you or your parents may have cashed in on during the 80s, these investments still offer a solid savings strategy and [...]

2018-07-10T14:39:50+00:00 June 6th, 2018|

Rethinking Diversification

Rethinking Diversification In today's volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk. Join us for a no-cost, no-obligation informational seminar that can [...]

2018-05-30T15:16:58+00:00 May 30th, 2018|

Kids & Money: It’s never too early to start teaching kids the “money” facts of life

Kids and Money It’s never too early to start teaching kids the “money” facts of life. April 24th is Teach Children to Save Day! Being a parent can be a tad overwhelming at times. But taking just a few minutes every day, you can foster solid money management skills in your children. [...]

2018-04-23T14:42:50+00:00 April 23rd, 2018|

Let’s Talk Taxes…

LET'S TALK TAXES... Understanding and Directing Your Withholdings You just got your paycheck. Your eyes scan down the list of deductions and settle on the most important part—your take-home pay. You take that number and start subtracting your bills, your day-to-day purchases, or that expensive item you’ve got your eye on. However, [...]

2018-06-08T14:55:07+00:00 April 2nd, 2018|
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