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Does Someone You Know Need a Financial Second Opinion?

You don’t have to be neck-deep in the financial field to know that the markets have been at all- time-high levels recently. Did you know that since the November 2016 election, we’ve had over 50 record-high market closes? Many investors are enjoying significant gains....

The Republican Tax Reform Plan

What is in it? What could its changes mean for you, if they become law? Major changes may be ahead for federal tax law. At the start of November, House Republicans rolled out their plan for sweeping tax reforms. Negotiations may greatly alter the content of the bill,...

When Should You Take Your RMDs?

Retirement gives you plenty of choices. You can decide when to claim your Social Security, what Medicare coverage to buy, whether you want to travel or stay put, work part-time or relax. One aspect of retirement finances many people think they have no control over is...

Millennials, Do Not Imitate Your Parents

They invested heavily in what was “hot” and got burned.    A new generation of investors is coming to the forefront: your generation. Millennials have witnessed a fantastic bull market, one of the longest on record. Any given week, scary headlines may generate some...