Skip to main content

SOMETIMES as individuals and families increase in wealth, the desire to give to charity increases as well. Families can become philanthropically inclined. Giving may provide the donor with a sense of purpose as well as a sense of responsibility.

Saving for retirement is an important step toward reaching that goal. Some options for doing so include employer-sponsored plans, such as 401(k)s and 403(b)s, and IRAs. Contributing to one of these is a great idea — but contributing to both could be even better.

Saturday, January 15, 2022
Saturday, January 08, 2022
Saturday, January 01, 2022

Saving for retirement is an important step toward reaching that goal. Some options for doing so include employer-sponsored plans, such as 401(k)s and 403(b)s, and IRAs. Contributing to one of these is a great idea — but contributing to both could be even better.

Saturday, December 11, 2021
Saturday, December 04, 2021

FOR TEENAGERS getting their license it is an exciting time. A license may represent being one step closer to becoming an adult. However, having a teen driver can be a time of concern for parents given the increased risk of accidents that teen drivers are prone to. If you have a teen driver, …

Saturday, November 27, 2021

AS THE year-end quickly approaches, now is time to take one last look at your income taxes. Planning for the 2021 tax year is particularly difficult as we don’t know what, if anything, Congress will do with the tax code. Given this, before implementing any ideas, be sure to consult with your…

Saturday, November 20, 2021

With the holidays right around the corner, many start to experience the financial stress of everything that goes with it. There is food to buy, gifts to purchase, and all the little things that go into making the holidays, holidays. Often, this means added debt once the season is over.

Saturday, November 06, 2021

EMPLOYER-SPONSORED health insurance plans with high-deductibles have gained in popularity. According to the Kaiser Family Foundation, a non-profit focusing on national health information, in 2020 these represented 31% of plans versus 24% in 2015. It isn’t just employers offering these plans …

Saturday, October 30, 2021

HALLOWEEN doesn’t only bring out trick-or-treaters, spooks, ghouls, and monsters — it also brings out our wallets. The National Retail Federation anticipates that the average American will spend $92.12 on Halloween festivities. Though spending on Halloween fun isn’t particularly scary, there…

Monday, October 25, 2021

WHILE NO ONE likes to think about these things, what would happen if you were unable to take care of yourself mentally or physically? What if you could not make the decisions necessary to take care of your health and finances? What if you became incapacitated?

Saturday, October 16, 2021
Saturday, September 25, 2021
Saturday, September 11, 2021

MOST STOCK MARKET investors are looking for the same result: strong and steady gains for their investments. Dealing with a period of sustained falling stock prices is not easy. Experiencing periods of ups and downs is not easy either. In fact, even periods of continually rising stock values …

Saturday, August 28, 2021
Saturday, August 21, 2021

USUALLY when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, as the executor will be carrying out a person’s final wishes.

Saturday, August 14, 2021
Saturday, August 07, 2021
Saturday, July 31, 2021

Many of you might be concerned how your loved ones would manage financially if you died. One common solution to making sure loved ones have enough assets involves life insurance. Buy buying a policy and naming a beneficiary, you can decide where the proceeds will go when you die. Unfortunate…

Saturday, July 24, 2021

CREDIT is probably an integral part of your life. Whether it is getting a mortgage, a car or an education, credit is most like a key part of the picture. Easy access to good credit may be a necessary component in today’s life.

Saturday, July 10, 2021

BUYING a home is an exciting but scary undertaking. It is usually one of the largest investments an individual will make. There are a lot of factors to consider. In order to know how much home you can truly afford, you will need to take a look at your lifestyle, your income, and your expenses.