Articles Library
Article Archive (In Chronological Order)

We believe the best clients are those who take an active interest in the many issues that affect their financial well-being. The articles below represent some of the latest insights on topics related to retirement, tax, and estate planning, as well as broader trends in the financial markets.

We are always happy to answer any questions you may have regarding how these trends and developments may impact your future.

DateCategoryTitleDescription
11/20/2017General PlanningWhich College Savings Plan Is Right for You?Learn the advantages and drawbacks of three college savings plans.
10/23/2017General PlanningShould You Pay Off Your Mortgage?Which debt is better to pay off first—your credit card or your mortgage? Here are some guidelines.
9/26/2017Risk ManagementIs the Cloud Secure Enough for Me?Learn what to look for when deciding on a cloud service provider.
8/18/2017General PlanningMedicare Basics You Need to KnowWhen should you enroll in Medicare? What plan should you choose? Here are some guidelines.
7/25/2017General PlanningThe Family Conversation: Addressing Your Health Care Needs in RetirementUse these questions to help guide your next family conversation to a more effective outcome.
6/26/2017Risk ManagementWhat We Learned from the WannaCry Ransomware AttackFollow these four tips to avoid falling victim to ransomware attacks like WannaCry.
5/22/2017Estate PlanningWhy You Need an Estate Plan for Your Digital AssetsHere's how you can help ensure that others can access your online accounts after you pass away.
4/25/2017General PlanningPublic Service Student Loan Forgiveness: What You Should KnowHere's a primer on the current requirements for the federal student loan forgiveness program.
3/28/2017Risk Management5 Ways to Spot a Phishing E-MailProtect your sensitive information by learning some telltales signs of a scam.
2/21/2017General PlanningWhat to Ask When Your Adult Child Moves HomeGet tips for setting expectations and keeping your own finances on track.
12/27/2016General PlanningFinancial New Year's Resolutions: Using Tech to Stay on TrackLearn about apps that can help you with saving and budgeting.
11/22/2016General PlanningYear-End Financial Planning ChecklistGet tips for organizing your financial life in 2017.
10/25/2016Estate PlanningEstate Planning: It's for EveryoneEstate planning is a vital component of your financial well-being—and one that's best tackled sooner rather than later.
8/29/2016TaxationMaking the Most of Life Insurance Tax BenefitsGet an overview of three key tax features available via life insurance.
7/26/2016General PlanningWedding Finances: A Survival GuideGet tips for keeping wedding expenses in check, whether you're the host or a guest.
6/28/2016Estate PlanningCaring for Your Aging ParentsLearn how to help your parents maintain their independence as they get older.
5/31/2016General PlanningBuilding a Better, Budget-Friendly VacationGet tips for planning a relaxing summer break (that won't break the bank).
4/26/2016General PlanningQuestions to Ask When You Inherit a HomeShould you sell it or keep it? Be sure to consider these factors.
3/29/2016General PlanningMortgage-Shopping BasicsUse these six tips to help navigate the mortgage process.
2/23/2016General PlanningHelping Your Adult Children Without Hurting Your RetirementLearn to set boundaries around how much financial support you'll provide to your kids.
1/26/2016TaxationAvoiding Tax-Related Identity TheftLearn ways to protect yourself from fraud during tax season.
12/28/2015General PlanningCalling All Snowbirds: Considerations for Buying a Second HomeWondering whether to rent or buy a second home? Here are some things to consider.
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