Your Guide to Medicare Planning

Presented by Kevin Moore and Jake Rivas Did you know that the total projected lifetime health care costs (excluding long-term... View Article

Tax Season Scam Alert

Presented by Kevin Moore and Jake Rivas With tax season upon us, many of us are busy gathering the appropriate... View Article

How Do Restricted Stock Units Work?

Restricted stock units (RSUs)—a contractual right to receive company shares or an equivalent cash payment at some point in the... View Article

Are You an Intelligent Investor?

Presented by Kevin Moore and Jake Rivas Considered “the father of value investing,” Benjamin Graham wrote The Intelligent Investor more... View Article

Year-End Financial Planning Checklist 10 Suggestions to Help You Stay on Track

Presented by Kevin Moore and Jake Rivas Although 2020 has been a year of unexpected changes, one routine has remained... View Article

Inflation vs. Bank CDs vs. The Mattress

The Stock Market Beats All Three Over Long Periods of Time Tempted to stash your money in a bank CD?... View Article

Baby bust: 4 charts show how expensive it is to have kids in the US today

Baby bust: 4 charts show how expensive it is to have kids in the US today Out-of-pocket expenses for delivery... View Article

Does the Presidential Election Spell Risk for the Markets?

Presented by Kevin Moore and Jake Rivas As the U.S. presidential election draws closer, there are growing questions (from both... View Article

Questions to Ask Before Hiring an Estate Planning Attorney 

Presented by Kevin Moore and Jake Rivas Before hiring an estate planning attorney, there are a variety of factors to... View Article

The Dangers of Trying to Time the Market

Are you considered clairvoyant? Do you win an office football pool every year? Or are you the sort of person... View Article