6 Steps to Protecting Your Wealth During Divorce
A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more stressful. Here are six steps to help keep your finances intact during—and after—a divorce: Step 1. Assess your finances and make a budget As divorce proceedings get underway, take stock…
Read MoreUnderstanding Retirement Income Tax
When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable investment accounts, and Social Security Benefits. Each of these sources is taxed according to its own rules. So, in order to accurately plan for your retirement, you need to know what these rules are, whether (and when) you’re required to…
Read MoreHow to Protect Yourself from Identity Theft
Online banking and electronic payment options offer consumers unprecedented access to their financial accounts. Yet, this convenience comes at a price—a greater risk of identity theft. Identity thieves can use your personal information to open fraudulent accounts and steal your money through unauthorized purchases and withdrawals. Luckily there are steps you can take to protect…
Read More5 Rules of Long-Term Investing
These best practices can help you stay invested during the market’s ups and down. The COVID-19 pandemic helped put an end to the longest bull market in history. The stock market plunged, and many investors were tempted to pull their money out of the market to avoid additional losses. But periods of uncertainty offer a…
Read MoreMarket Commentary Q2 2020
Our latest quarterly market commentary provides an overview and analysis of market performance during the second quarter of 2020. Click here to download our Quarterly Commentary Q2 2020. The article referenced in the video: https://www.forbes.com/sites/robertberger/2020/07/30/gdp-plunged-329-heres-why-it-matters/#34d074205943 To schedule a call with one of our advisors, click here.
Read MoreIs Your Business Protected if Disaster Strikes?
A disaster plan can help your business survive a worst-case scenario. What would happen to your business after a fire, a massive data breach or the sudden loss of a key employee? Would it recover? How long would it take? If you’ve never really thought about the answers to these questions, it’s time to make…
Read MoreTwo Strategies for Rebalancing Your Portfolio
How to bring your portfolio back in line with your goals Your investment portfolio is more than the sum of your account balances. It represents your pathway toward important financial goals, whether a comfortable retirement or a college education for your kids. But over time, the inevitable ups and downs of the financial markets can…
Read MoreYour IRA and Your Legacy
Individual retirement accounts can play a valuable role in the estate planning process. Individual retirement accounts (IRA) are a cornerstone of many people’s retirement savings strategy, and for good reason: the ability to contribute pre-tax income—and to defer taxes until you start making withdrawals—means your savings can potentially grow more quickly than they could in…
Read More3 Tips for Smart Spending When Staying At Home
The global marketplace is shifting before our eyes. In a matter of weeks, stalwarts of the economy like airlines, hotels, and restaurants have nearly ground to a halt. Consumer spending has taken a nosedive as most of society is being more mindful of where we go and what we spend. We can find examples to…
Read MoreKeeping Emotions at Bay During Virus Volatility
Fear, uncertainty, volatility, panic—these emotions are nothing new to the world of investing. In fact, they seem to reappear on a fairly consistent basis. The outbreak of Covid-19 has brought them back with a vengeance, but wise investors know how to stay the course, keep their emotions in check, and take advantage of new opportunities.…
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