Thursday, 11 February 2021
If you are confused, concerned, intrigued — or a combination of all three — here are answers to some questions you may have about the recent market volatility triggered by "meme" stocks, an Internet term for stocks heavily promoted through social media.
Wednesday, 03 February 2021
For young adults, credit cards can an excellent tool for building credit history, renting an apartment, or establishing financial independence, but they should be used wisely. Follow these dos and don'ts to ensure that you or your adult children are reaping the benefits of being a credit card holder without falling into potential pitfalls.
Tuesday, 29 December 2020 Dennis Doble
Does triple tax free sound good to you? I hope so. HSAs (Health Savings Accounts) are one of the few investments out there that can qualify as such. Here is how they work:
Thursday, 10 December 2020
Every so often a crisis comes along that drives change at such velocity that investors can almost feel the ground shift beneath their feet.
Tuesday, 08 December 2020
Commonwealth Financial Network®, our RIA–broker/dealer, has detected an increase in cyber-hacking attempts over the holiday period. Please be especially vigilant against suspicious emails, texts, and websites.
Tuesday, 08 December 2020
When it's time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. However, sitting down together may not be easy, because money is a complicated and emotionally charged topic. Rather than avoiding the subject, you can still lay the groundwork for the future by identifying and sharing your money values - the principles that guide your financial decisions.
Wednesday, 02 December 2020
Aging gracefully is not an art. It’s an integral part of several sciences. Here’s a look at four key areas that affect how you age, plus practical tips for navigating each as you move through different phases of aging.
Thursday, 12 November 2020
Now that the results of last week’s U.S. elections are coming into focus, investor attention is shifting to the policy implications of a Joe Biden presidency. Bottom line: Don’t expect big, sweeping changes in the years ahead.
Tuesday, 03 November 2020
Here are some things to consider as you weigh potential tax moves before the end of the year, including accelerating deductions, making changes to 401(k) contributions, and whether to take RMDs.
Wednesday, 11 November 2020
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood while at the same time looking after the needs of your aging parents. If you find yourself sandwiched between caregiving demands, here are some strategies to navigate this life phase.
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