Financial Planning Considerations for Single Women

For various reasons, the state of a woman’s financial security often depends on her marital status. A study from the... View Article

How to Stay Safe in a Winter Weather Emergency

Presented by Kevin Moore and Jake Rivas You prepare for tax season and for your year-end financial advisor meeting. As... View Article

5 IRA Misconceptions and How You Can Make the More Informed Choice

Presented by Jake Rivas Some IRA planning and investment strategies may appear easy to execute, but errors can lead to... View Article

In Transition: Coping with Big Life Changes

The one constant in life is change. Whether your child is graduating from college or getting married, whether you’ve inherited... View Article

Education Savings Vehicles

Save early, save often and understand the alphabet soup of options The cost of a college education increases every year,... 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

Five Tips to Help Couples Talk About Money

Money discussions can affect your relationship, especially if you put those talks off too long. You and your partner need... View Article

Could a Health Savings Account Work for You?

  Could a Health Savings Account Work for You? Do medical expenses cost more than you’d like? Do you wish... View Article

Estate Planning for LGBTQ+ Married Couples

On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex... View Article

Five Tips to Help Couples Talk About Money

Money discussions can affect your relationship, especially if you put those talks off too long. You and your partner need... View Article