What exactly is a robo-advisor? Robo-advisors are a class of financial advisors that provide financial advice or investment management online with moderate to minimal human intervention…
Financial Planning
Weekly Economic Update – July 7, 2021
Strong employment reports and rising consumer confidence sent the stock market broadly higher last week.
Keep Your Life Insurance When You Retire
If you are thinking about dropping your coverage for either or both of those reasons, you may also want to consider the excellent reasons to retain, obtain, or convert a life insurance policy…
The Taxation of Restricted Stock Units
Is your employer giving you restricted stock units (RSUs)? Here are some details about RSUs, which differ from stock options in both their nature and taxation.
Conquering Retirement Challenges for Women
When it comes to retirement, some women face obstacles that can make saving for retirement a challenge.
Weekly Economic Update – June 24, 2021
New messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices.
Are You Ready for the Second Act of the Secure Act?
Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the second version of the SECURE Act, or SECURE Act 2.0.
What Do I Do With All of This Money?
A financial professional can also offer a holistic support network, with connections that can help you build a team of trusted experts.
Weekly Economic Update – June 14, 2021
Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report.
How and When to Sign Up for Medicare
Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65.