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Dusting Off Dollar-Cost Averaging

Dusting Off Dollar-Cost Averaging

Dollar-cost averaging is where you invest the same dollar amount on a consistent basis regardless of price. One of the most common examples of dollar cost averaging is your 401(k) plan at work.

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 7 Tips From Successful Retirees

7 Tips for Successful Retirees

While there are plenty of excuses available to explain why you can’t retire when you want to—or maybe not at all—bad luck shouldn’t be one of them. Here are seven actionable tactics to make your retirement more of a reality.

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Timing the Stock Market: A Recent Example

Timing the Stock Market: A Recent Example

What actually ended up happening to stock market trends is yet another reminder to us all: timing the market like this rarely works.

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What Should I Invest In?

What Should I Invest In?

I know I want to invest but I have no idea what I want to invest in. How do you think about that?

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5 Reasons to Work with Our Financial Advisors

5 Reasons to Work With Our Financial Advisors

Here are five great reasons to start working with our financial advisors, no matter where you are in your financial journey. 

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New Year’s Resolution No. 1: Get Free Money!

New Year’s Resolution No. 1: Get Free Money!

Start this New Year off by taking advantage of easily accessible financial opportunities such as these three simple ways to get free money.

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3 Tips for Making RMDs Work for You

3 Tips for Making RMDs Work for You

‘Tis the season Uncle Sam requires seniors to take Required Minimum Distributions (RMDs), but unlike most things this time of year, RMDs don’t have to be stressful.

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A Year-End Tax Surprise & How to Limit Your Exposure

Nobody likes surprises when it comes to their investments, yet every December investors get caught in the capital gains distribution net and have to pay taxes they weren’t expecting. How can that be?

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3 (Lesser Known) Reasons a Roth IRA May Be Right for You

Retirement investment options can be daunting, especially the older you get. Here are three lesser known reasons a Roth IRA may be the right choice for you.

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 Proposed Tax Cuts: What Do They Mean For You?

Proposed Tax Cuts: What Do They Mean For You?

While there is still much debate left before a tax cut would be potentially passed and enacted, it does beg the question, how might tax cuts affect me personally?

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