Financial Resources

Explore our library of articles and market updates to stay up to date on financial planning strategies, best practices, and resources.

News & Market Updates

Your Guide to Year-End Financial Planning: A 10-Point Checklist

From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021...

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Market Update for the Quarter Ending September 30, 2021

Rocky September Leads to Mixed Quarter for Markets Markets pulled back sharply in September after...

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To Buy or Not to Buy…When Do You Need Life Insurance?

Whether you need life insurance depends partly on your stage of life. If you’re younger, you may...

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A Crash Course in 529 Plans and Their Impact On Financial Aid

Are you worried about the rising cost of education? 529 plans can be powerful college savings tools...

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Estate Planning for LGBTQ+ Married Couples

On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states...

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Unsure When To Claim Social Security? Timing Has It’s Benefits

For many Americans, social security benefits make up a significant portion of retirement income....

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Does Your Credit Need Repairing?

Many people had their financial plans derailed in 2020. You or a spouse may have lost a job or been...

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To Keep or Not To Keep: A Guide to Common Records-Retention Questions

Living in an increasingly paperless world has its benefits, but when it comes to records retention,...

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A Starter Guide to Selling Your House

From the moment you decide to sell to the day you hand over the keys, selling a home is often...

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Tax Season Scam Alert

With tax season upon us, many of us are busy gathering the appropriate documents, meeting with...

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