6 Ways to Protect Parents’ Assets From Nursing Home Costs

Do you worry about the impact of nursing home costs on your parents' financial security? You're not alone. It's a stressful reality many of us face as our loved ones age. Fortunately, there are ways to protect their assets,...

Continue reading →

Pros and Cons of Non-Qualified Deferred Compensation Plans

In your journey as a small business owner, considering the Non-Qualified Deferred Compensation Plan (NQDC) can be a game-changer when you aim to motivate and retain your top talent. This type of plan can offer you and your dedicated...

Continue reading →

The Secure Act 2.0: An Introduction to the New Rules for Retirement Planning

The Secure Act 2.0 is now in effect, which is great news for retirement savers everywhere. That’s because this bill is packed with new ways to boost and protect your nest egg savings now, and into the future. In this...

Continue reading →

When Should You Take Your Social Security?

Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement: “When should I (or we) start taking my (or our) Social Security?” And yet,...

Continue reading →

3 Questions to Ask Your Prospective Financial Planner

Whether you enjoy managing your own finances or not, most of us, at some point, would benefit from hiring someone with more training and experience. But with so many prospective advisors vying for our attention, sorting through the choices...

Continue reading →

Term Life Insurance vs. Whole Life Insurance

With all the available life insurance options, it can be confusing to understand which type of coverage is right for you. Here is what you need to know. What is Term Life Insurance? Term life is an insurance policy that features...

Continue reading →

Interest Rates, Inflation, and Investment Strategy Part 3: Investing in Uncertain Times

After taking a closer look at interest rates and inflation in our last two posts, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do? Big...

Continue reading →

Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation

Has rising inflation got you down? In our last piece, “Understanding Interest Rates," we explored how rising and falling interest rates can impact a healthy economy. Today, let’s add inflation to the conversation. How Do We Measure Inflation? Inflation is...

Continue reading →

Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates

At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, but it wasn’t a huge surprise. Fed...

Continue reading →

Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs

In our last piece, we covered fund management costs. Next, let’s take a step back from the mutual funds, ETFs, or other holdings you decide to invest in. Where do these holdings live—and what does it cost to buy,...

Continue reading →