The Best World Series Ad EVER

While it’s hard as a longtime Royals fan to relinquish the hard-fought World Series crown; we are thrilled for the Chicago Cubs! Most especially for Ben Zobrist (ex-Royal) who had the game-winning hit and was named the MVP. What a proud moment for him, his young family, and the city of Chicago. Some are already [...]

November 3rd, 2016|

How Elections May Affect the U.S. Economy

The 2016 presidential election has been a roller coaster unlike any in recent memory. Amidst the drama, you might be wondering how the outcome will affect the economy and your financial future. You’re not alone. In a recent Bankrate poll, 61% of Americans said they think the election is the greatest threat to our economy [...]

October 20th, 2016|

Balancing College and Retirement

Are you faced with the dilemma of saving for your own retirement while at the same time trying to put money away for a child’s college education? How do you pursue both goals? How do you determine which is more important or what path to take? If this hard choice sounds familiar, you’re not alone. [...]

October 13th, 2016|

Questions About Medicare Coverage? Here Are Some Answers.

Medicare is complex and today’s changing health care landscape makes it more important than ever to fully understand how it works. If you or someone you know is near retirement, you may have questions about how to enroll in Medicare and what Medicare covers. Here are answers to some common questions about Medicare that can [...]

August 15th, 2016|

Why Market Timing Doesn’t Work For Investors

Few words characterize today’s financial markets like uncertainty. When overseas economic issues can rob investors of months of gains and speeches by Federal Reserve officials cause markets to flip-flop unpredictably, investors are left wondering what they should do. In an attempt to make major market movements work for their portfolios rather than against, some investors [...]

August 11th, 2016|

5 Estate Planning Questions to Ask About Real Estate

Preparing your estate in advance is one of the greatest gifts you can give your family. Many estates include real estate in the form of a primary home, vacation home, and other family properties. While inheriting a property can be a wonderful legacy, it also comes with obligations that heirs may be unprepared or unable [...]

August 7th, 2016|

Are Your Emotions About Money Derailing Your Finances?

If you’ve ever felt a rush of excitement at making a big purchase or experienced feelings of shame at making a financial mistake, you know that our relationship with money isn’t completely rational. For most people, money comes with a lot of emotional and psychological baggage that affects the decisions we make. Psychologists call these [...]

August 3rd, 2016|

3 Questions To Ask About Your Long-Term Care Needs

If you’re like many Americans, you might be worried about how to prepare for your own or your loved ones’ long-term healthcare needs. In previous generations, elderly parents and grandparents could count on moving in with relatives when they became unable to live alone. However, today’s family dynamics have changed and many Americans are reluctant [...]

July 27th, 2016|

Have You Checked Your Beneficiary Designations Lately?

Beneficiary designations are a powerful tool for estate planning. Adding beneficiaries to your accounts gives you the opportunity to directly distribute assets after your death and helps your family avoid the expense and stress of probate. It’s extremely important to keep the names of the person or people you would like to benefit from your [...]

July 27th, 2016|

How much income do you actually need in retirement?

One of the most common questions that we get from clients nearing retirement is, “How much income am I going to need to be comfortable?” It’s an important question that gets right at the heart of the retirement puzzle. Although we wish we could give you a round number right here, that just isn’t possible. [...]

July 27th, 2016|