hillary745Apr 132 minDo You Consider Taxes as You Invest?A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk taking an eye off taxes. A...
hillary745Apr 61 minRight CapitalWhat is it? Is it RIGHT for you? See your financial goals. Are you on track for things like buying a house, retirement, or saving for...
hillary745Mar 232 minLooking at Annuities? Here’s What to Know as You Consider Your Choices.It is said that annuities aren’t bought, they’re sold . That means, not many people go shopping with the intention of buying an...
hillary745Mar 212 minHow Tax-Loss Harvesting May Help Lower Your Tax BillA volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing months...
hillary745Feb 232 minWomen seek retirement confidence after COVID setbacksA crisis of confidence A 2021 Nationwide Retirement Institute® survey of employer-sponsored retirement plan participants and plan...
hillary745Feb 183 minFlexible Spending AccountsOur friends at Investopedia offer some great information about Flexible Spending Accounts. What Is a Flexible Spending Account (FSA)? A...
hillary745Feb 153 minRetirees May Keep More Savings Under New GuidelinesAccording to Putnam Investments, in a move that may help retirees keep more of their savings longer, the Treasury Department recently...
hillary745Feb 92 minWays to Maximize Your 401(k)A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features that can help you...
hillary745Feb 73 minIf You Are Close to Retirement, Here Are Five Steps You Must Take Now.There's one sure way to make an event stressful: Head into it unprepared. If you’re within five years of retirement, don’t procrastinate....
hillary745Jan 212 minOutgrowing Your Home?Determine if it makes sense to move or remodel... THE HOUSING MARKET IS SURPRISINGLY STRONG RIGHT NOW. IF YOUR FAMILY NEEDS MORE SPACE,...
hillary745Jan 92 minHow Much Higher Can Treasury Yields Go?Coming into 2021, we expected Treasury yields to move higher. And they did. Higher inflation expectations, less involvement in the bond...
hillary745Jan 31 minOutlook 2022 - Staying in the Zone We expect solid economic and earnings growth to help stocks deliver gains in 2022. The mid-cycle push Looking more closely, in a...
hillary745Dec 16, 20213 minTime to Tune-Up Your Financial PlanThere are fundamental steps you can take to get on-track with your financial plan. Planning for your financial future is a critical...
hillary745Dec 13, 20212 minOutlook 2022Passing the Baton - Presented by LPL Research Our resurgent economy grew at over a 6% pace in the first half of the year and is on track...
hillary745Dec 9, 20212 minHigh-Net-Worth Individuals and Charitable GivingBenevolence does not have to come at the expense of tax savings. Lets be clear: Charitable giving is a standalone act whose value is to...
hillary745Oct 27, 20213 minSmart Investments Can Pay Off Down The RoadLooking to begin an investing journey? We offer tips to help guide your strategy. There are no shortage of tips for investing. In fact,...
hillary745Oct 21, 20212 minBudget–It’s Not a Bad WordTake stock of your spending habits and create a budget. Seeing the numbers in front of you can help you understand your financial...
hillary745Sep 10, 20213 minRemembering September 11…and the Day AfterThis month, we observe the twentieth anniversary of the September 11 attacks. But there’s another day I feel we should be observing, too....
hillary745Aug 26, 20213 min529 Plans: The Big Questions AnsweredFor National College Savings Month coming in September, we discuss several burning issues about these popular college savings vehicles....
hillary745Aug 20, 20212 minS&P 500 Cuts Losses to Clinch Record Highs According to data published by Investing.com on August 16th, the S&P 500 cut losses to hit all-time highs on Monday, shrugging off offset...