What is Happening with the Stock Market?
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It’s time for the 2018 Market Briefing and this event couldn’t be more timely. Market volatility is back!
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Blog
The 2018 Winter Olympic Games are here!
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No matter which sport I'm watching, I'm always thinking "Will they stick the landing?"
Read MoreHello Millennials…..Are You Wondering Why You Feel Broke?
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You finally got your first official job! You’re making more money than you’ve ever made in your life, but somehow you still feel broke. How can this be?
Read MoreEveryone Defines Happiness Differently: What's Yours?
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The holiday season is a time to be spent with our loved ones. But sometimes it can feel more like we’re going to our high-school reunion. Perceptions run deep, especially when you don’t see each other often.
Read MoreA Financial Jam
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I recently read that only 32% of all households have a relationship with a financial planner. (Journal of Financial Planning, Sept 2017) Let’s be clear, we’re not talking about a relationship with a financial advisor that just makes investment decisions;
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10 Ways You Could be Saving Money
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It seems no matter what you do, your savings account never seems to grow! Your advisor is telling you to save six months’ worth of your salary in an emergency fund. However, each time you take a step forward, you end up taking two steps back.
Read MoreWhy Women Have a Tougher Road to Retirement
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When it comes to saving and investing, women have a few obstacles working against them:
Read MoreWhat do Sports and Finance Have in Common?
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If it’s March in Indiana, odds are you’re watching March Madness.
It’s no secret this state loves their basketball teams.
Read MoreIs Social Media Enhancing Fraud?
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During a recent Washington Tax Brief, one topic was how social media is assisting in identity theft. Criminals can get 1,000 Social Security Numbers over the internet for only $500.
Read MoreHow Does The Social Security Administration Determine Your Benefit?
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Do you ever wonder how the Social Security Administration (SSA) determines your benefit? First, they index all your years of earnings to today’s dollars to account for inflation. Then they take your top 35 years of wages to determine your Average Indexed Monthly Earnings (AIME).
Read MoreWhat I Learned From This Year's Investment Conference
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Having had the opportunity to attend the annual Schwab Impact conference in October, I found it to be invigorating and insightful. Those three days exposed me to a very eclectic range of speakers, from former U.S. Labor Secretary, Robert Reich, to Magic Johnson, who is not only a legend on the court, but a visionary in the business world.
Read MoreShould You Buy or Lease Your Next Car?
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This is a common question for many in the market for a new car. For those with older cars facing repair bills, the thought of having a new car under warranty is attractive. Over the long run, though, buying your vehicle and driving it for eight to 10 years, or more, will be the least expensive route.
Read MoreThe Taxation of Life Insurance
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Life insurance is not meant to be used as an investment, rather to replace a financial loss. It can’t be purchased on just anyone; there must be a legitimate reason of financial suffering should the insured die.
Read MoreThe Evolution of Crime
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During prohibition, alcohol was very lucrative for crooks. Today, cybercrime has taken its place. You cannot turn the news on without hearing of someone having their identity stolen or email hacked.
Read MoreHow to Cope With a Job Loss Later in Life
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Losing a job is never easy, but it may be especially difficult for older adults. If you find yourself in this position, don’t fret! You have options and there are resources out there to help you in your new career search.
Read MoreQ&A: Applying for Scholarships When You're Already in College
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Q: My daughter has already started college, is it too late to apply for more scholarships?
Read MoreHow to Implement a Credit Freeze
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Online security is at the top of everyone's mind right now, and rightfully so. Although breaches at national companies have shown us no one is immune to hackers, we want you to know of ways to help protect your identity.
Read MoreGrowing Older Can Change Your View of The Stock Market
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It’s not always easy to put things into perspective. Sometimes we get caught up in the hoopla and simply forget to take a step back and take a fresh look at the situation…and sometimes we need someone else to remind us of this.
Read MoreHow to Build an Emergency Fund
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No one hopes for a life crisis. Unfortunately, emergencies happen and they happen at the most unexpected of times. We can’t prevent them or even see them coming, but there is one proactive step you can take: fully fund an emergency fund.
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