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Cryptocurrency 101: What You Need To Know

If you’ve paid any attention to financial news over the past several years, you’ve probably heard the term cryptocurrency thrown about. Despite the buzz around digital money in recent years, many people may still not fully understand what cryptocurrency is or how it has the potential to impact our economy.

What Happens When You Aren’t Ready to File Your Taxes?

How to Get an Extension on Your Taxes With Tax Day coming up in just a few days on April 17th, it is time for you to make some tough decisions. If you have not filed your taxes yet, you can either call your accountant and hope to get a last-minute appointment,...

Time for a Financial Check-Up

This is the perfect time to start looking at what is happening with your finances before the rush of the Holiday Season begins. A financial checkup will confirm your areas of financial strength and help to point out areas that need some review with your financial planner. If you are not sure what this entails, we will provide a list of items to start the discussion.

Irma, Harvey and Marie. How to Help!

As the headlines continue to discuss disaster after disaster, many are wondering how they can help with the hurricane recovery efforts. While the tax issues are clearly secondary, here are a few issues to consider when deciding how much to give in order to help with the relief effort.

Shopping Back-To-School Sales?

The back-to-school sales have already started (can you believe it?), which means the end of the summer will soon here. But along with the pens, pencils, notebooks, and other things you’ll need for your children, now’s the time to also think about beefing up your 529 savings plan or starting one if haven’t already.

The Different Types of Annuities

It is important to choose the right annuity before you are stuck with something that will not work for you. What are the different types of annuities?

Investment Strategies to Grow Your Retirement Fund

4 Strategies to Help Grow Your Nest Egg Investing for retirement is one of the biggest financial undertakings most people will experience in their lifetime. With all of the different investment products available, getting started on growing your retirement fund can be...