November 6, 2020
A Guide to Caring for Your Aging Parents
Whether the time is now or somewhere down the road, caring for your aging parents is something that may significantly impact your finances and well-being.
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October 28, 2020
The 2020 World Series and the Stock Market
Should investors root for the American League (Tampa Bay Rays) or National League (Los Angeles Dodgers) to win? Is there actually a difference in stock market performance depending on who wins the World Series?
Read MoreOctober 16, 2020
Third Quarter 2020: Rally Continues Despite Uncertainty
Despite a significant increase in COVID-19 related deaths and election uncertainty, the stock market rose once again in the 3rd quarter.
Read MoreOctober 9, 2020
How to Ensure Your Heirs Get A Proper Share of Your Property
When it comes to estate planning, some people want to ensure their heirs get an equal share of their property, whereas others want to divide their assets differently.
Read MoreOctober 5, 2020
Video: Stock Market Volatility & Election Uncertainty
Stephen: If you’re wondering what will happen to the stock market and the economy if there is a contested election or the implications of a president that just contracted COVID-19 then you’re going to want to watch the rest of this video.
Read MoreSeptember 18, 2020
Tips for Managing Finances as Unmarried Couples
If you’re in a committed, long-term relationship, you likely face the same financial challenges as married couples. This is especially true if you are living together.
Read MoreSeptember 2, 2020
Know What You Have: How to Conduct a Home Inventory
A home inventory is a complete and detailed written list of all your personal property that’s located in your home and stored in other structures like garages and tool sheds.
Read MoreJuly 31, 2020
529 Plans vs. Other College Savings Options
Section 529 plans can be a great way to save for college. In many cases, it is the best way for families and individuals to save for a student’s college expenses.
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