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Five Reasons Your IRA is Deflating, and What to Do About It

By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. …
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4 Ways to Protect Your Credit

Published by Jason Comes Identity theft and credit fraud are all over the news these days. So what can you do to combat potential credit fraud? Follow these simple steps to help protect your credit.

Are You Focused on the Right Things?

Published by Mark Petersen There are many people who rely upon themselves to do many tasks. In talking with them, one common refrain is, “No one will pay more attention to my stuff than I will.” The question then becomes, “Are you paying attention to the right things and/or are you consulti …

Home Buying & the American Dream

Remember the American Dream? Go to college, get married, work hard, buy a home, then have 2 kids, add a dog and cruise control. Times have changed and many people are well into their 30’s when they first consider purchasing a home for the first time.

Is Your 401k Doomed?

Published by Teresa Milner Your 401k has a meaningful purpose, but are you failing to meet its objective? Are you using your 401k to provide meaningful retirement income? If there isn’t a company plan offered, are you looking ahead and planning for yourself?

Can I Retire?

Published by Beth Schanou Our clients experience a variety of motivations to commence working with our team on the development of a financial plan.

Fear In The Market

Published by Jake Bleicher Anxiety has increased as investors digest the debt crisis in Greece and the Chinese market crash. Add the Fed’s rate hike and drop in oil prices to the mix and the outlook is depressing. I started searching for good news – a silver lining amid the chaos – and foun …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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