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Blog

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Live Stg | Mar 4, 2022

How to Achieve the Highest Quality of Life in Retirement

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Retirement

Today’s retirees are finding that retirement requires at least as much psychological and emotional preparation as it does financial preparation. So, retirement

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Live Stg | Mar 3, 2022

Why You Should Monitor Your Credit

Finance
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Let’s state up front that you don’t need a credit monitoring service to stay on top of your credit status. For people who are diligent and deliberate in

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Live Stg | Mar 2, 2022

Smaller Investors Can Go to the Head of the Class with Institutional Shares

Investments
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Along with fund performance and risk ratios, expense ratios are a critical factor in determining the potential of funds to outperform the indexes and their

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Live Stg | Mar 1, 2022

Planning for the New Normal Retirement

Retirement

The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65, spent a few years in leisure

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Live Stg | Feb 28, 2022

Mass 401k Withdrawals Igniting a Crisis of Confidence

Investments
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Retirement

A recent survey by HelloWallet has reignited concerns over the future state of retirement in the U.S. The survey reveals that 25 percent of people holding funds

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Live Stg | Feb 27, 2022

Put Courage in Your Investment Strategy

Investments
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Warren Buffet has made no secret of his successful investing strategy. “Buy into fear” he says, “Buy when everyone else is selling”. For most, average investors

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Live Stg | Feb 26, 2022

Reverse Mortgage Disadvantages

Finance
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At a time when many Baby Boomers are approaching their retirement years with grave concerns over their income sources, the late night pitches for reverse

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Live Stg | Feb 25, 2022

Whole Life Insurance as a Tax Diversification Strategy

Tax Planning

For many people, life insurance forms the security foundation of their financial plan. While most financial planners recommend that life insurance be purchased

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Live Stg | Feb 24, 2022

Insurance Primer - Life Insurance - What is Whole Life really anyway?

Insurance
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Although whole life insurance, in its present form, has been around for over a century, it remains somewhat of an enigma for people who want to buy permanent

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Live Stg | Feb 23, 2022

Home Equity Loan Vs Home Equity Line of Credit – Which is Right for You

Finance
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With home values finally recovering from their steep declines of the last half decade, and interest rates still hovering around their historic lows, homeowners

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Live Stg | Feb 22, 2022

Rollovers Series - should I or should I not roll-over?

Investments
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When you change jobs, everything you need to take with you can usually be packed neatly into a couple boxes for your move - everything except your employer

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Live Stg | Feb 21, 2022

How to Create Order out of Chaos with Your Financial Records

Finance

It should not take the filing of a tax return or a death in the family to finally create order out of paper chaos so you are not forced to scramble in those

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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