Monthly Newsletters

Filter Monthly Newsletter by:
How Financial Scams Work, and How to Keep Yourself Safe No Matter Your Level of Wealth

Monthly Newsletters

How Financial Scams Work, and How to Keep Yourself Safe No Matter Your Level of Wealth

Editor’s Note: This article was updated in June 2021. In the late 1920s, an enterprising Bostonian started selling subdivisions in the sunny ‘burbs of Florida. Promising orange trees in the backyard and rolling waves out the front door, he sold plots – sometimes 23 an acre! – near bustling towns like Nettie. Unfortunately, the entrepreneur’s name was Charles Ponzi, and Nettie, like his other locales, was a work of lucrative fiction.

Read More
How to Use an Irrevocable Life Insurance Trust in Your Estate Plan

Monthly Newsletters

How to Use an Irrevocable Life Insurance Trust in Your Estate Plan

Savvy investors keep one eye on Wall Street and one eye on Washington. One of the main topics of Capitol Hill conversations is estate taxes, specifically annual and lifetime exemption amounts. Estate taxes often take aim specifically at the high net worth crowd, who have more to pass on.

Read More
Managing Your Wealth with Life Insurance through Life Stages

Monthly Newsletters

Managing Your Wealth with Life Insurance through Life Stages

Life insurance can be confusing. It’s a protection tool for your family, but can also be an investment tool. Your beneficiaries get the payout when you die, but you can draw funds from it while you’re still alive.

Read More
How a 529 Plan Can Help You Save for College and Invest in the Future

Monthly Newsletters

How a 529 Plan Can Help You Save for College and Invest in the Future

Despite an evolving society, college is still a right of passage for many. We pack the family SUV with suitcases and dreams and take the young hopeful on to their next adventure.

Read More
Tax Tips for Business Owners in a COVID World

Monthly Newsletters

Tax Tips for Business Owners in a COVID World

Facing everything from empty sales floors to painful staff shortages, entrepreneurs have been uniquely hurt by 2020 and the extent of the damage isn’t fully known yet. A Yelp economic impact report released in September found that almost 100,000 small businesses in the country had closed their doors permanently while many others struggle under the current conditions.

Read More
Help Improve Your Financial Plan This Year with These One-time Adjustments

Monthly Newsletters

Help Improve Your Financial Plan This Year with These One-time Adjustments

It’s no secret that many people do not keep their New Year’s resolutions. Every year around this time, gym memberships go up and personal planners fly off the shelves. A few weeks later, the planner gets left on the train and the gym, well, it’s just so far out of the way! New Year’s resolutions have a whopping shelf life of about a month, and only 20% or so make it further.

Read More
Giving to Charity for the Holidays, Even Though It’s 2020

Monthly Newsletters

Giving to Charity for the Holidays, Even Though It’s 2020

Chances are, between basting the turkey and watching the football during the holidays, you’ll find yourself giving to the causes and organizations you believe in. In the U.S., 30% of the year’s charitable giving is done in December, and 10% of the annual giving is just in those last three days of the year!

Read More
Your Year-End Tax Checklist, Plus a Few Extras for 2020

Monthly Newsletters

Your Year-End Tax Checklist, Plus a Few Extras for 2020

A lot of us have been in the attic lately, putting away the ghosts and skeletons from Halloween and dusting off the holiday decorations. While you’re up there, can you find your year-end tax checklist?

Read More
How to Invest Creatively in Your Fall Vacation this Year

Monthly Newsletters

How to Invest Creatively in Your Fall Vacation this Year

Sneaking away during the lull between peak times – “the shoulder season” – is popular with savvy travelers for reduced crowds, milder weather and usually great deals on travel packages.

Read More
Comparing Traditional Mortgages and Variable-Rate Mortgages in the COVID-19 Economy

Monthly Newsletters

Comparing Traditional Mortgages and Variable-Rate Mortgages in the COVID-19 Economy

Do you know what it was like to buy a house in 1982? You pulled up your Trans Am to the bank where the picture of President Regan hung on the lobby wall and got your checkbook out of your jean jacket. Then you signed up for a 30-year mortgage with a 17% interest rate!

Read More