Blog
Not all Debt is Created Equal
Frequently Asked Question: Is it better to use my income to pay off debt or save for retirement? Read our latest blog! #Debt #Savings #Money #Income #Retirement #Planning #Finance #Wealth
Read More
Your Monthly Market Newsletter, June 2023
We posted the June edition of our newsletter to our blog. Click below to read our perspectives on this year so far #Economy #Markets #Wealth #Jobs #Inflation #Politics #FinancialPlanning #CurrentEvents #2023 #Markets #Stocks #Bonds
Read More
5 Facts to Remember During Market Volatility
When #markets get crazy, investors get anxious. Read our latest blog for things to remember about #investing. #Money #Wealth #Planning #Finance #Worry #PeaceOfMind #Perspective
Read More
Weekly Market Insights: Friday Rally Trims Losses; CPI Report Next Week
Our weekly market commentary has been posted to our blog. Get the latest economic and investment insight, and reach out to us if you have questions. #Economy #FinancialPlanning #Wealth #Jobs #Inflation #Banking #Money #Politics #Taxes
Read More
Debunking Top Myths About Annuities
Are #Annuities "good" or "bad"? The truth is, there is no clear answer, as every financial plan is different. Read our latest blog which discusses some of the #myths and #misconceptions surrounding #annuity contracts. #Money #Retirement
Read MoreShow All
Steps To Avoid Credit Fraud Against Children
We all know how devastating being the victim of fraud can be; that's why safeguarding your credit is so important. Read our latest blog on how you can protect your kids. #FraudProtection #Scams #Kids #IdentityTheft #SafetyFirst #Credit
Read More
Wanted: Accountants!
The accounting profession is facing a shortage. It could represent a good opportunity for young people heading off to college.
Read More
What Investors Need to Know About FDIC Insurance and SIPC.
With the well-publicized collapse of Silicon Valley Bank, and the fears of further distress, many wonder what exists to protect consumers. Read our latest blog for a quick review of the FIDC and SIPC programs. #Banking #Money
Read More
Bracketoloigy: How Much Do These Schools Cost?
Check out these interesting graphics showing the cost of every school in the NCAA tournament brackets. #College #Basketball #MarchMadness #FinancialPlanning #Education #University
Read More
Weekly Market Insights: Bad News Gives Markets a One-Two Punch
Last week, the #markets were a little crazy. What happened? Read our latest blog. #Wealth #Investments #MarchMadness #Inflation #Banking #Economy
Read More
Women 🚺 Should Know These 7 Things About Social Security
In honor of #WomensHistoryMonth, read our latest blog on the 7 Things #Women Should Know About #SocialSecurity #Retirement #Planning #Security #Finance
Read More
Weekly Market Insights: Mixed Feelings and Mixed Earnings
Read about what happened last week in the #market in our latest Blog. #Stocks #Bonds #Economy #Inflation #Jobs #Money #Wealth #Health #PeaceOfMind
Read More
February 2023: Your Money Matters
Read the February edition of our Your Money Matters newsletter. #Money #Disability #Saving #Investing #NewCar #Finance
Read More
Quarterly Market Recap - Q4 2022
How did the #Economy behave in the closing months of the year? How did the #Markets perform to finish 2022? What's #outlook for the coming year? Read our latest blog. #Wealth #Planning #Jobs #Security #Prosperity #Recession #Inflation
Read More
November Consumer Spending May Signal Brighter Holiday Season
As the year’s final month, December brings holiday gatherings and hopefulness for brighter days ahead in 2023. Read our latest newsletter, now posted in our blog. #Holidays #Optimism
Read More
Another Silver Lining to All This Inflation: Increase Contribution Limits
Now, we have yet another silver lining: higher contribution limits for #retirement! #Inflation #IRS #Saving #Wealth #FinancialPlanning
Read More
Helpful Info About Midterm Elections & Market Performance
Would you like some #perspective on how #elections can affect your #portfolio? Read our latest blog. #Markets #Politics #Investing #Economy #Wealth
Read More
October’s Surge Holds Hope
In out latest Blog: Our #November newsletter - Recapping #October #Markets #Economy #Inflation #Jobs #Money
Read More
10/25 Market View Weekly: By the Numbers
In our latest blog: A look at the markets, by the numbers. #Economy #Markets #Stocks #Bonds #InterestRates #Investing #Economics #Wealth #FinancialPlanning #FederalReserve #MonetaryPolicy #Politics #FiscalPolicy #Inflation
Read More
Your Tax Bracket is Getting the Shift.
The IRS is making some changes. How will this impact you? #Taxes #Money #Planning #Wealth #IncomeTax #EstateTax #AlternativeMinimumTax #AMT
Read More
Q3/2022 - Quarterly Market Recap
With the close of the 3rd quarter, read our latest blog on the state of the markets and the outlook ahead. #Wealth #Planning #Finance #Money #Investing #Economy #Taxes #Politics #Stocks #Bonds #InterestRates #Inflation #Unemployment #Jobs
Read More
Stagflation: What Is It and Should You Care?
Stagnant growth combined with high inflation: Something most economists will deny is even possible. Yet, it happens. Read our latest blog post for an explanation. #Economics #Economy #Growth #InterestRates #Inflation #Prosperity #Wealth
Read More
Stop Stalling! Get Started on Your Estate Plan.
Estate planning is not just for the super-rich: It is essential for everyone. Read our latest blog for 6 tips to make sure a good foundation is set. #EstatePlanning #NextGeneration #Family #WealthManagement #Assets #Money #Property #Wishes
Read More
Life Events that Impact your Financial Plan in a Big Way!
When you have a major #life event such as #GettingMarried, #HavingAChild, or #BuyingAHome, your #financial situation and #priorities may change. Read our latest blog for something that you may need to revisit. #FinancialPlanning
Read More
Weekly Market Insights: Markets Upbeat, Despite Gloomy Inflation Talk
Read our #market commentary for the week of September 12th in our latest blog entry. #Stocks #Bonds #InterestRates #Economy #FederalReserve #Inflation #Taxes #Finance #FinancialPlanning #Portfolio #Investing #Retirement #Money
Read More
Weekly Market Insights: Markets Sag, Job Numbers Soar
Read our latest blog for our comments on last week's #markets #Economy #Jobs #Inflation #Unemployment #Prosperity #Finance #Wealth #Stocks #Bonds #StockMarket #Politics #FederalReserve
Read More
September Is National Life Insurance Awareness Month
It’s time for your life insurance checkup. Why should you take this time to review, you ask? Read our latest blog for details. #FinancialPlanning #RiskManagement #LifeInsurance #Insurance #Family #Children #SecuringYourFuture
Read More
5 Types of Insurance Your College Student May Need
Have a child heading off to #college? Its a good time to assess your #insurance program. #RiskManagement #FinancialPlanning
Read More
Weekly Market Insights: Markets Rally; Earnings Better Than Expected
Read the blog for our latest #Market commentary. #Economy #Stocks #Inflation #Bonds #InterestRates #Jobs #Money #Security #FinancialPlanning #Summer #August #Retirement #Finance #Health
Read More
Weekly Market Insights: Friday Rally Stems Week of Losses
Read our latest #blog for our take on last week's #market activity. #Investments #Stocks #Bonds #Economy #WealthManagement #Retirement #FinancialPlanning
Read More
What is a Backdoor Roth IRA Conversion?
For all high income earners, what is a "backdoor Roth IRA"? And how can it help your financial planning? Read our latest Blog. #WealthManagement #Taxes #FinancialPlanning #RothIRA #Retirement #TaxPlanning #Investing #Saving #Money #Wealth
Read More
Weekly Market Insights: Fed Rate Hike Triggers Market Dip
What's going in the #markets? Read our latest #blog. #Investing #Economy #Wealth #Stocks #Bonds #InterestRates #Savings #Spending #Jobs #HomeBuying #Trade #Taxes #Government #FederalReserve #NASDAQ #SP500 #DowJones #Retirement #401k
Read More
Weekly Market Insights: Stocks Slip on Mixed Economic News
In our latest blog: #Market commentary for the last week. #Stocks #Economy #Wealth #Investing #FederalReserve #Inflation #Bonds #Money #Jobs
Read More
May's Bumpy Ride Was Tiresome for All
Welcome to June! How have the #markets performed so far this year? What's going on in the #economy? Read our latest newsletter posted to our blog. #FinancialPlanning #WealthManagement #Investments #Money
Read More
May 2022: Retirement Readiness
Our latest blog includes this Month's #Retirement Readiness Newsletter: - Misconceptions about #SocialSecurity - Really good reasons to start #investing - How #women can prepare - Building #confidence
Read More
3 Ways to Pay Off Student Loan Debt
Right now, many #college students are finishing their studies and receiving their degrees. Soon, their student #loans may come calling. Read our latest blog on #strategies to pay off that #debt. #Finance #Credit #CashFlow #Money
Read More
May 2022: Your Money Matters
In this Month's Your #Money Matters: #Credit scores, #Emergency funds, and.... #Coffee! Read our latest blog. #Wealth #Finance #Planning #Security #PeaceOfMind
Read More
A Bumpy April for Stocks and Bonds
What happened last month? Read our May #Newsletter #Stocks #Markets #Twitter #ElonMusk #Netflix #Economy
Read More
Market View Weekly - April 25th
Our latest blog: A look at the markets, by the numbers. #Market #Stocks #Bonds #InterestRates #FederalReserve #MonetaryPolicy #Economy #Economics #Inflation #Wealth #FinancialPlanning
Read More
A Note on the Yield Curve
Recently, you may have seen some #headlines talking about an “inverted yield curve” and what it may mean for the #economy. Read our latest blog to learn more. #InterestRates #Markets #Wealth #Bonds #Stocks #Finance #Money
Read More
March 2022: Your Money Matters
#Coffee lovers will enjoy this month's Your #Money Matters. Also, #SpecialNeedsPlanning for #children; condo #Insurance, and more! #Finance
Read More
Market View Weekly - March 25th
We strive to keep you regularly updated with important #market changes and #news. Read our latest blog about the state of the #economy and its impact on your #investment #portfolio #Stocks #Bonds #Investing #Finance #Taxes #Policy
Read More
Spring into April
#Spring is here! Read our latest blog entry on some timely items worth your attention. #Planning #ToDoList
Read More
Weekly Market Insights: Ukrainian War Stresses Economy
What happened in the markets last week? Read our latest blog. #Investing #Markets #Wealth #FinancialPlanning #Economy #Insurance #Money #WealthManagement #Stocks #Bonds #MutualFunds
Read More
February 2022: Your Money Matters
Our February Your #Money Matters newsletter: - An overview of renter's #insurance - Tips for #CharitableGiving, - #WhoPays for that fallen tree damage? - The lowdown on those free #credit scores.
Read More
5 Facts to Remember During Market Volatility
In times of heightened volatility, many people can be tempted to respond emotionally. However, this may not be the best course of action for one's portfolio. Read our latest blog entry for things to keep in mind when #markets start swaying.
Read More
January 2022: Your Money Matters
Why #diversification of your #investments is important. Password #protection #strategies. And more! Read this month's edition of our Your #Money Matters newsletter. #FinancialPlanning #Wealth #Security #SocialJustice
Read More
2022 Contribution Limits
The rules regarding contribution eligibility and limits for #retirement accounts are changing in 2022. Read our latest blog entry to see if there are any opportunities for you. #Saving #Investing #WealthManagement #FinancialSecurity
Read MoreQCD Your RMD?
So you don't need all of the required distributions the IRS says you must take, but don't know what else to do? Perhaps a "QCD" might be in order. Read our latest blog entry. #CharitableGiving #Donation #Charity #IRA #Retirement
Read More
Medicare and Long Term Care Insurance – How They Work Together
People often think that #Medicare covers long-term care, either at home or in a nursing facility. #Unfortunately, that is not the case. Read our latest blog on the subject. #Retirement #Planning #Health #LongTermCare #Financial
Read More
Supply Chain Pain
The state of the #globalsupplychain remains in focus for both Wall Street and lawmakers in Washington, DC. What could be causing the slowdown? Read our latest blog for an overview of how supply chains work. #Economy #Consumer #Supply
Read More
Estate documents you need, because parenting doesn’t stop when they turn 18
Parents are often amazed when their #children finally become #adults. Turning 18 is a celebratory #milestone, but #parenting doesn't end there. What sort of #EstatePlanning #documents should you have prepared? #Planning
Read More
Another Estate Planning Mistake: Leaving Assets Directly to Minors
If you’re like most people with #kids, you probably want to leave your assets to them in your #estate #plan. But if not done properly, it leads to Estate Planning #Mistake #3: Leaving Assets Outright to Minors. #EstatePlanning
Read More
Estate Planning Myths
#EstatePlanning can be one of the most misunderstood aspects of #FinancialPlanning, however, it’s a vital part to ensure your #assets and family are protected. However, many myths still persist. Learn more from our latest blog.
Read More
Mistake #1 for Your Estate Plan
Ignoring basic documents can create many problems for your loved ones. #EstatePlanning #Legal #FinancialPlanning #Wills #PowerofAttorney
Read More
October 2021: Retirement Readiness
Our #retirement newsletter this month features reasons you might want to keep a job even after you #retire, the joys (and #tax #benefits!) of sharing #wealth, the right time to take #SocialSecurity, and ways to travel smarter. Enjoy!
Read More
Are Your Taxes Going to Change?
Most likely, you’ve heard what’s brewing in Washington, D.C. How will this affect you? Should you be concerned? Read our latest blog post. #Taxes #Politics #Money #Planning #Economy #Wealth #Money #Finance
Read More
The Underutilized Benefits of a Health Savings Account
#Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the #financial tools that may help. How can you get the most from your HSA? Read our latest blog post. #Planning #Wealth #Money
Read More
October 2021: Your Money Matters
Our newsletter this month - how #inflation affects the value of your #money, how to manage a newlywed #budget, ways to find #assets you forgot all about, and when to file a claim on your #insurance. Enjoy!
Read More
Can You Wait to Take Social Security?
Instead of waiting to decide what to do at age 65, take the time NOW to practice and examine your budget options so you can be sure to make the most of your benefits. #Retirement #Planning
Read More
5 Facts to Remember During Market Volatility
Wouldn’t it be nice if the stock market didn’t have such violent swings in either direction? Read our latest blog for five facts to remember when the market gets bumpy. #StockMarket #WealthManagement #Investing #Money #Finance #Planning
Read More
September 2021: Your Money Matters
This month's Your Money Matters newsletter features tips for financial literacy, ways to travel smarter, estimating college costs, and ideas to set healthy habits! Read more! #Money #Lifestyle #Planning #Literacy #College #Health
Read More
September's Newsletter
We had our fair share of headlines in August, and there's a lot to take note of. Read our September Market and Economic Commentary on the Blog. #Finance #CurrentEvents #Planning #Economy #COVID #Politics #Markets #Stocks #Money #Jobs
Read More
Life Lessons from the NFL
Fall is here, and it’s time once again for football! After a long off-season, it’s exciting to get back to live games! It’s also an opportunity to examine what the NFL can teach us. #LifeLessons #Planning
Read More
Life Happens; Be Prepared
Life has a way of dealing out the unexpected, and not all of it is pleasant. That's why proper #planning is important. This month, we focus a very important topic: Life Insurance. #September #LifeInsuranceAwarenessMonth #RiskManagement
Read More
Weekly Market Insights: Powell: Tapering Likely in 2021
The #StockMarket powered to record levels last week amid talk of Fed tapering and a deceleration in new Delta variant cases. Read our weekly update. #Economy #Investing #WealthManagement #Finance
Read More
Should You Care About Britney’s Conservatorship Battle?
You may have noticed that Britney Spears’ name has been back in the news over the last few months. How could her situation parallel yours? #Conservatorship #Guardianship #ElderCare #MentalCapacity #FinancialPlanning #Money
Read More
Do You Qualify for the Child Tax Credit?
There are no two ways around it: #childcare is expensive! Thankfully, there is some relief come #tax time. Read more. #TaxCredit #Family #FinancialPlanning #Money
Read More
This Month's Newsletter
July is in the books! For being the “dog days” of summer, we had a lot to talk about. #August #Economy #CurrentEvents #Summer #News
Read More
Your Homework is Late!
If your child is approaching college and you're behind on education savings, it can feel like you hit the snooze button too many times. Here are some ideas to help matters.
Read More
A 6.1% Bump in Social Security?
The news keeps getting better for Social Security recipients. Read more!
Read More
Not all Debt is Created Equal
It’s not unusual for me to come across a situation which prompts the million dollar question, “Is it better to use my income to pay off debt or save for retirement?" The answer....it depends. #saving #retirement #debt
Read More
Biden's Tax Plan: Re-Imposing the Death Tax on Middle and Working Class Americans
Biden’s ‘Death Tax’ Will Harm Middle-Class Families Making Far Less Than $400K A Year #Taxes #EstatePlanning #WealthManagement #FinancialPlanning
Read More
June 2021: Your Money Matters
In this month’s Your Money Matters: - How inflation is reported and it's affect its on your investments - Tips for inventorying your possessions, saving you in the event of a loss - Ways to save on subscription services #Money #Finance
Read More
Long Term Care: Do you know all you need to know?
Long Term Care. When those three words are spoken, what comes to mind? There are a lot of misconceptions about this important planning topic. Read more.
Read More
A Note About Inflation
As the economy continues to recover, you may have noticed the term ‘inflation’ coming up in the news. Whether you believe inflation is good or bad, here are a couple of things for to read to give context. #Inflation #Economy #Dollar
Read More
Is Guardianship Part Of Your Plan?
Growing older can bring many positives to your life: often you’re more financially stable. But growing older can also have some negatives, and that’s one of the most significant reasons to create a plan. #EstatePlanning #FinancialPlanning
Read More
Weekly Market Insights: Upbeat Feelings Boost Market
How have the markets behaved this past week? Read our weekly market commentary. #Investing #StockMarkets #FinancialPlanning #WealthManagement #Economy #Economics
Read More
Tap into Free FAFSA Money for College
Each year there are billions of dollars in federal financial aid available in the form of grants, loans and work-study funds. Here are some tips to help get the most for your child. #CollegePlanning #FinancialAid #Education
Read More
Avoid Becoming the Bank of Mom and Dad
You spend your whole life raising your children to be self-sufficient. So, what do you do when your now-adult-child asks for financial aid? #YoungAdults #FinancialIndependence #Money #FinancialPlanning #Parenting
Read More
Deciphering the alphabet soup of financial terms
If you’re new to #investing, chances are you’ll immediately feel like you’re drowning in the #vocabulary. Here's a quick primer on the terms you need to know. #Money #FinancialPlanning
Read More
April 2021: Your Money Matters
In the April Edition of Your #Money Matters newsletter: - The lowdown on those free #credit scores, - Tips to teach your #children how to manage money - #Financial tips for #newlyweds And more! #Planning #WealthManagement
Read More
The American Jobs Act – 10 Potential Changes We’re Watching
President Biden has unveiled his $2.3 trillion infrastructure plan; what's in store for you, your business, your portfolio, and your plans?
Read More
Weekly Market Insights: Stocks Move Higher on Latest Numbers
#Stocks reached record highs last week. read our latest weekly #market commentary. #Investing #WealthManagement #Portfolio #FinancialPlanning #Money #Retirement #Economy #Bonds
Read More
Tap into Free FAFSA Money for College
Each year there are billions of dollars in federal financial aid available from the U.S. Department of Education in the form of grants, loans and work-study funds. Here are some tips to help you access what is available.
Read More
Staying Invested
Good days and bad days are a fact of life in the market. How should you face this reality? #Investing #Portfolio #WealthManagement #FinancialPlanning #Money #Market #Stocks #Bonds
Read More
Weekly Market Insights: S&P 500 Rises Above 4,000
What happened in the markets last week? #Investing #Portfolio #WealthManagement #Stocks #Bonds #Markets
Read More
Responding to Market Volatility
A year ago, investment markets were in a tailspin. What has hindsight shown us? #Investing #WealthManagement #FinancialPlanning #Stocks #Bonds #StockMarket #Retirement
Read More
Don’t Let Unexpected Expenses Derail Your Retirement
While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. Here's a few things to help prepare. #retirement #financialplanning #money #lifestyle
Read More
American Rescue Plan Act - Key Points for Small Business
Keeping small businesses afloat is essential to our nation’s overall economic stability. Almost half of our country’s population works at or owns a small business! #SmallBusiness #Stimulus
Read More
Haven’t Filed Your Taxes Yet? Don’t Worry!
Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes!
Read More
Emergency Fund vs. 401(k) – Where Not to Pull From
"Why should I struggle to save extra cash when I have my retirement accounts to fall back on?" #Savings #RainyDay #SafeMoney #Contingency #Retirement #Planning
Read More
Cashflow for the Kiddos!
We always hope our clients feel confident discussing money with their families. The truth is, talking about money can be uncomfortable! The good news is, it’s never too early to build financial literacy! Here are a few tips to help!
Read More
February 2021: Your Money Matters
This month’s Your Money Matters newsletter features the perfect time to give the household budget a check-up, tips on insuring your teen driver, and an overview on the link between debt and stress. #finance #money
Read More
February 2021: Retirement Readiness
Our newsletter this month features a few facts we think may surprise most folks when it comes to retirement, and common mistakes you can avoid.
Read More
February Market Matters
To offer an overall perspective on the market and what may come next, read our February edition of Market Matters #markets #economy #investing #portfolio #wealthmanagement #financialplanning #money
Read More
Roth conversions in 2021 could help your retirement plan
2020 may be a year that none of us ever forgets, for many reasons. But here’s one positive: Roth IRAs can be particularly beneficial for financial planning in the current tax and economic environment.
Read More
January 2021: Your Money Matters
This month’s Your Money Matters newsletter: - Stop wasting money, - Pros and cons of prepaid debit cards - Checking to see if you have unclaimed money - How long a $20 bill lasts....
Read More
Why You Should Set Up Your Online Social Security Account
Have you set yourself with access to the Social Security Administration's website? As a good housekeeping measure, you should take the time to do so. #Retirement #Planning #SocialSecurity
Read More
Protecting an Aging Parent From Fraud
Seniors are frequent targets for financial scams. Many have considerable assets and could fall victim to predators. What can you do to help protect your loved ones?
Read More
Active or passive or both?
There’s a great debate raging about what style of investment management is better, active or passive. And if you ask 10 different financial professionals, you could get 10 different answers.
Read More
Financial Resolutions for 2021
Despite a crazy year or perhaps because of it, many Americans will be making financial resolutions for 2021. If you’d like to put some of this year’s focus on financial goals but haven’t, here are a few suggestions.
Read More
Income Tax Checklist to Stay on Track
Tax time is upon us and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible.
Read More
COVID-19 Stimulus Package - What's Included?
Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill. Here are some highlights.
Read More
Weekly Market Insights: Vaccine Rollout Spurs Markets
Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill impacted the market this past week.
Read More
December 2020: Your Money Matters
This month’s Your Money Matters newsletter features one of the newest ways to send money, what to look for in personal finance apps, some financial literacy basics, and a quick note that it may be time for a financial checkup....
Read More
Markets and Elections - Deja vu, all over again!
Every 4 years, fears about the country's political future distract savers and investors into making short sighted, emotional decisions regarding their money. But it doesn't have to be that way.
Read More
December Market Matters
Economic data during the month of November was relatively strong, and markets were generally focused on the positive news in November.
Read More
Three Things to Do With A New Baby
Have a new child or grandchild? Wondering what should be done to make sure the future is a little less uncertain? Here are three topics of concern to address when there is a new member of the family.
Read More
Powering Your Legacy Through Charitable Giving
Charitable giving is an American tradition: Americans typically give well over $300 billion annually to non-profits. How is charity factored into your financial plan?
Read More
Where should you put your money? It depends.
Clients and friends ask all the time where they should put their money. That’s a great question, and it would be even better if there were a one-size-fits-all answer.
Read More
Top Ten Reasons To Have a 529 Plan
I recently came across a fact sheet produced by Franklin Templeton which laid out the benefits a 529 account can provide to a child's future educational needs. Given the rising cost of education these days, having a strategy in place...
Read MoreNewly Announced IRS Retirement Plan Limits for 2021
Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.
Read MoreNovember 2020: Your Money Matters Newsletter
This month’s Your Money Matters newsletter discusses when it's time for a new car and the decision of buying vs. leasing, types of stock market analysis, tips for exploring scholarships, grants and more.
Read MoreVideo - 3 Reasons to Have a Financial Planner
Video - 3 Reasons to Have a Financial Planner Many smart and successful people have financial advisors. Why? Objectivity, perspective, and clarity, for starters. Click to watch this short video.
Read More
Book Review - Life Savings Conversations by Amy Jamrog
Religion. Politics. Money. The “Big Three” topics that are not supposed to be discussed in polite company. While strong arguments can be made about the first two, the taboos surrounding money conversations can have serious...
Read MoreInsurance 101 – What is Long-term Care Insurance?
November is Long Term Care Awareness Month.Long-term care insurance (LTC) is a critical but often overlooked component of retirement planning. Many people think they don’t need LTC because they’ll get Medicare when they...
Read MoreAnnouncing the Brand New JMHallmark.com
We have some exciting news to share with you!We have recently revamped our website, JMHallmark.com. The new platform not only has a completely redesigned look and feel, but will be more dynamic and useful. Soon, you will see a greater...
Read MoreOctober 2020: Your Money Matters
This month’s Your Money Matters newsletter features a good way to protect your income and savings, personal finance tips for military families, asks the question, “Active or Passive Investing: Which Is Better?”, and...
Read More