How to Choose a Financial Advisor

How to Choose a Financial Advisor

A financial advisor helps people plan, invest, protect and manage their hard-earned money so they can reach their financial goals. One of the challenges in finding and choosing a financial advisor is finding one that will put your interests first.

Read more

Charitable Giving through Estate Planning

Charitable Giving through Estate Planning

Charities rely on donations and for many donors, charitable giving is important to them. Many include charitable donations as part of their estate plan. So, whether you want to donate to an organization or cause that you are passionate about or help your school or university, there are steps you can take to ensure your money actually gets to them.

Read more

What is a Stretch IRA?

What is a Stretch IRA?

A stretch IRA is an estate planning strategy to transfer wealth to a non-spouse beneficiary. It allows your non-spouse heirs to stretch IRA distributions and benefits out over a period of time.

Read more

How to Budget for Home Maintenance Costs

How to Budget for Home Maintenance Costs

Home maintenance costs are some of the most common surprises for first-time home buyers. When people contemplate whether or not they can afford a new home, they typically consider two things: if they have enough money for the monthly mortgage payment and if they can also afford the annual property taxes. Unfortunately, most people don’t think about home maintenance costs.

Read more

4 Common Retirement Planning Mistakes

4 Common Retirement Planning Mistakes

Some financial planning experts believe retirement could be the longest phase of your life. Whether it is or not, all experts would agree retirement planning is important. But there are a few common retirement planning mistakes that many people make that you could easily avoid. 

Read more

What is Socially Responsible Investing?

What is Socially Responsible Investing?

Socially responsible investing (SRI) is an investment strategy that gives the individual options to allocate capital towards companies whose practices align with their personal beliefs and values, and exclude companies that are not congruent with their social, moral, environmental, political, and/or religious beliefs.

Read more

5 Most Common Investment Mistakes to Avoid

5 Most Common Investment Mistakes to Avoid

Some people just aren’t financially savvy. Instead of calling an expert for investment advice, they try to figure it out on their own. This is never a good idea. See below for the most common investment mistakes to avoid. Learn from others’ failures and don’t fall into these traps!

Read more