If you’re like most, you are likely working towards multiple goals today. Are you working on getting a promotion, a fitness goal, starting your family, retirement? Pursuing goals, wishes, and dreams is generally considered a good thing: it keeps you excited and engaged with your day-to-day life and allows you to measure your progress over...Read More

Another summer is quickly coming to an end and many families are entering back-to-school season. As your college-bound child prepares for a new school year, here are some reminders and tips to help support them in building a strong financial foundation. Estate Planning Documents – once your child turns 18 years old, it is important...Read More

Experiencing the death of a loved one is an inexplicably difficult and trying time for most. In addition to the grief, there are a lot of decisions that need to be made, and it can feel overwhelming. When it comes to the financial considerations, the list of matters to handle can seem long and daunting....Read More

You may have heard recent conversation around “The Great Resignation,” witnessed colleagues change companies, or seen friends pursue new opportunities lately. We are currently experiencing a great shift in the workforce as people leave their current jobs for new positions offering greater flexibility, better pay, or a more positive company culture. If you are considering...Read More

With spring upon us it can be a busy time for everyone, and some of that spring fever can impact your pocketbooks. Did staring at the four walls of your home over the winter spur some thoughts about wanting to upgrade your home with a kitchen remodel, putting in a new patio out back, or...Read More

1099 Delivery Reminders All TD Ameritrade 1099s should be available online by February 17, 2022. Realized gain/loss (cost basis) and IRA distribution details are included on your 1099 tax documents coming directly from TD Ameritrade. Please provide your 1099s to your tax professional for preparing your 2021 tax return. Clients who have established online access...Read More

Most of us are now fully immersed in 2022 and are focused on the year ahead. However, as tax season approaches, it is a good time to look back at 2021 to ensure that you maximized your 2021 contributions and tax benefits from savings vehicles. Traditional IRAs: You have until the tax filing deadline (April...Read More

If you work for a large public company or a brand-new startup, you may find yourself receiving at least some of your compensation in the form of stock and/or options grants. These benefits are meant to reward key employees, promote employee retention, and let employees share in a company’s success. The most common form of...Read More

Barron’s Advisor wrapped up 2021 by sharing “some of the most interesting things our subjects have had to say in recent months,” including a conversation with JNBA Chairman and CEO Richard S. Brown. In “Best Advisor Interviews: 10 Answers to Get You Thinking,” writer Steve Garmhausen asked Richard to explain JNBA’s “stepped-up rebalancing” approach of...Read More

The first few weeks of a new year typically bring with it a list of goals or resolutions for the year ahead, often related to an individual’s health, family time, work/life balance, and financials. Below are some ideas for financial life goals or resolutions to consider in 2022. Adjust Savings – For many, the amount...Read More