How Technology Can Improve Your Financial Wellbeing in 2021

The coronavirus pandemic has motivated financial professionals to take full advantage of technology. Many of them are pairing various tech solutions with their unique human touch to help clients improve their financial well-being....

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When is the Best Time to Take Social Security Retirement Benefits?

As you get older, the question of when to collect Social Security retirement benefits will likely come to mind, particularly true if you plan to retire early....

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A Strange Stock Market for Strange Times?

COVID-19 is changing the way business is conducted, resulting in economic fallout, and the stock market declines in many parts of the world. However, here in the U.S., while companies are closing, the stock market remains resilient......

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Health Savings Accounts: For Today and Your Retirement Years

If you are not contributing to your health savings account (HSA), you miss out on a great way to save for health care expenses now and during retirement. HSAs allow you to save money tax-free through payroll deduction....

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Now is the Time to Schedule Your Fall Financial Review

October is the Financial planning month and a great time to meet with your financial professional to ask questions, review policy and portfolio performance, and make decisions that keep you on track with your goals. Regardless of your age, it would b...

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COVID-19 and Retirement

As 2020 comes to an end, more and more Americans are contemplating their decision to retire. Others are tapping their retirement savings, while some save more due to the economic fallout and impacts of COVID-19. A recent study by TD Ameritrade......

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Fall Festivities and Socializing- Safely.

Socializing is critical for mental health, and people who associate with others live longer. Research also concludes that isolation can often lead to loneliness, depression, and other health problems. Especially now, during COVID-19, our desire to co...

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