According to The Federal Reserve more than 174 million Americans have credit cards. The average credit card hol
IS THE ROTH 401(k) RIGHT FOR ME?
The Economic Growth and Tax Relief Reconciliation Act of 2001 introduced the Roth 401(k) as a retirement plan t
The Setting Every Community Up for Retirement Enhancement (SECURE) Act
On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, encompassing m
Adapting to The New Tax Environment
Understanding a Few of the Effects on Small Businesses The Tax Cuts and Jobs Act (TCJA), legislation that has
Tips for Avoiding Common Holiday Cyberscams
Presented by Kevin Moore and Jake Rivas For many of us, the holiday season is a wonderful time of year. Unfo
A Working Parent’s Guide to the Child and Dependent Care Tax Credit
As working parents of young children know, paying for child care can take a big bite out of the family budget.
Just Do It: A Checklist to Help You Manage Your Money
Review this simple checklist for pointers that can help you manage your money. Just Plan. Critic
10 Projects to Help You Live in Your Home Forever
In response to demands from baby boomers, aging-in-place improvements that help seniors stay safely in
Securing Your Future with Life Cycle Planning
The need for regular savings and investing spans many life stages. Through the years, your goals
*And the most important tip of all? Hire a financial advisor Investing can be stressful, but it does
Life Insurance: How Much Is Enough?
You may already be aware of the importance of having enough life insurance coverage to handle financial matters
Building a Solid Asset Protection Plan
Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes many for
Will Trade War Lead to More Market Volatility?
Presented by Kevin Moore and Jake Rivas On July 26, 2019, the S&P 500 peaked—but it has since dropped
Follow investment gurus to avoid investment mistakes. When things seem unsettled, a trio of these savants offer
The Triple Tax Benefits of Health Savings Accounts
When planning for retirement, most Americans think mainly about using tax-advantaged savings vehicles like 401(
When you think of health insurance, you probably think of coverage for prescription drugs, visits to the doctor
Market Update for the Quarter Ending June 30, 2019
Presented by Kevin Moore Strong June leads to positive quarter for markets June was a great month for sto
2019 Midyear Outlook: A Story of Headlines Vs. Fundamentals
Presented by Kevin Moore, CFP® and Jake Rivas, CFP® At the end of last year, the big question was, “Will
Getting old is hard. Your parents’ ability to manage their own finances may decline as they age. Helping them
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