& Resources
Optimizing Your Social Security Retirement Benefits20150506145328
Optimizing Your Social Security Retirement Benefits
May 6, 2015
What does it mean? Getting a good return on your investment Optimizing your Social Security retirement benefits means getting the best return possible on each dollar you’ve contributed to the system. Every pay period, you pay 6.2 percent of your salary in taxes that finance...
Saving for College20150223164535
Saving for College
February 23, 2015
There’s no denying the benefits of a college education: the ability to compete in today’s competitive job market, increased earning power, and expanded horizons. But these advantages come at a price–college is expensive. And yet, year after year, thousands of st...
Setting and Targeting Investment Goals20150218120559
Setting and Targeting Investment Goals
February 18, 2015
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is lik...
Key Numbers for 2015: Tax Figures at a Glance20150211145244
Key Numbers for 2015: Tax Figures at a Glance
February 11, 2015
Taxes are never exciting unless you are getting a refund, even then, they are still a pain in the you know what. There are too many ever-changing numbers to remember, and in general, the tax code is way too complicated. As an investment advisor I recommend taking a look at the n...
Advisor Selection20120422021930
Advisor Selection
April 22, 2012
During the bull market run of the 1990’s, any broker could’ve made you money, buy and hold anything and you’d most likely be satisfied with the result. However, as we all know, good things must come to an end. Now, in more volatile and uncertain markets, who is watching over your...