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Two Investment Approaches: Which is Better for You? Thumbnail

Two Investment Approaches: Which is Better for You?

What are your favorite financial rules of thumb? Spend less than you make? Save 10% of your earnings? This article focuses on two financial rules of thumb about allocation for you to consider as you rebalance your investment accounts– the more popular “Own Your Age in Bonds” (OYIAB) method and the lesser-known 15/50 Rule. Both methods have their merits, namely that they’re simple and good places to start.

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2022 Financial Planning Opportunities for Small Business Owners Thumbnail

2022 Financial Planning Opportunities for Small Business Owners

What are your plans for 2022? It's estimated that COVID-19 impacted 95% of businesses, and 80% of business owners saw an impact on their personal finances. These impacts have been diverse, and the financial challenges continue. This article uses two surveys to provide a backdrop for the economic rollercoaster ride business owners face and four key planning areas to consider in preparing for the new year.

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Financial Groundwork: 5 Things You Need Before You Start Investing Thumbnail

Financial Groundwork: 5 Things You Need Before You Start Investing

Are you thinking about investing for the first time? Maybe you’re tempted to rebalance your 401(k) or Thrift Savings Plan but uncertain with outcomes of the debt ceiling or tax legislation debates. Recognizing that life tends to dish out surprises, it pays to have a plan. Here are five steps to building solid financial groundwork before you begin investing.

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Investing vs. Speculating: Risk Management Tips for Investors Thumbnail

Investing vs. Speculating: Risk Management Tips for Investors

People seem to have more time and disposable funds on their hands. As a result, a new breed of retail investors has emerged, further fueled by the COVID-19 pandemic and the growth of digital trading platforms including Robinhood. There’s increased attention to the growing role of retail investors with rising trading volume, speculative trading and market functioning. Thus, we find it timely to review risk management tips for novice and experienced investors alike.

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Why Having a Fiduciary Financial Advisor Matters Thumbnail

Why Having a Fiduciary Financial Advisor Matters

As a client, how do you know that your financial advisor has your best interests in mind? Getting the best financial advice is challenging and firms and advisors attempt to differentiate themselves as fiduciaries. This article is about what a fiduciary financial advisor is, the difference between fiduciary and suitability standards and what you should focus on as a client while planning your financial future.

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Protecting Yourself During Gray Divorce Thumbnail

Protecting Yourself During Gray Divorce

Gray divorce is a term used for people ages 50 and older going through separation and divorce. However, divorce at any age can present financial issues and challenges but can be especially disadvantaged when their financial future becomes less secure. Though the challenges associated with divorce are never something anyone wants to plan for, read more to see what you should consider and how you can prepare yourself beforehand.

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Are you ready for potentially higher taxes or costs? Thumbnail

Are you ready for potentially higher taxes or costs?

President Biden recently unveiled the American Families and American Jobs Plan proposing that the government spend nearly $2 trillion on infrastructure and another $1.8 trillion on social programs which would be funded y tax hikes on the wealthy. Read more for a summary of some of the major tax proposals, their impact on you and the planning considerations you should review.

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