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MarketWatch: What is a financial adviser and how do they work with you?

What a financial adviser does will vary both individually and from firm to firm. “Some advisers are restricted to only providing investment advice, while others will cover anything with a dollar sign. It’s best to ask what type of advice the adviser will give before beginning a relationship with them,”...

10 Ways To Celebrate Independence Day

I proudly served in the U.S. Army from 1991 to 1992 as a medic. My time serving makes me appreciate being a U.S. citizen. This holiday, I hope you do something enjoyable with family and friends. Here are ten ideas — I will likely do a mixture of them all!

Planning Checklist for Those You Care About Most

This checklist was created to help you organize your affairs. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with the executor of your will as well as consulting with your legal, financial, and tax advisors. The time to get these...

Financial Planning for a Loved One with Special Needs

As a former in-home therapist of children with Autism Spectrum Disorder (ASD), I will always cherish the many heartwarming moments with the children, the challenges we worked together to overcome, and the families who welcomed me into their homes as though I always belonged.

Retirement Income: A Closer Look

Earned income stops for everyone at some point, and people then need to navigate the transition from saving for retirement to spending from their investment portfolio. From a financial planning standpoint, we generally encourage clients to be debt-free in retirement so that when their earned income stops, so do their...

Equity Portfolio Construction

Probably since before you made your first dollar, you were told about the importance of investing in the stock market – about the wonders of compounding returns over time that can transform a lifetime of savings into a car, a house, and a comfortable retirement.

Estimated Quarterly Tax Payment Obligations

When “Ross”, age 62, retired from his full-time job in August, he continued to work as a freelance consultant. During all the years he was employed, Ross typically received a bi-weekly paycheck, from which taxes, insurance premiums, and 401(k) contributions were automatically deducted.

How Much Did Things Cost in The 1930s? A Look Back at Inflation

It’s not unusual to get nostalgic, looking back at images or other relics of bygone days.

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