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Thursday, October 29, 2020

Estate planning can be one of the most misunderstood aspects of financial planning, however, it’s a vital part to ensure your assets and family are protected. Unfortunately, common myths convince many they don’t need to...

 

Friday, October 2, 2020

Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases.The Dow Jones Industrial Average declined 1.75%,...

 

Thursday, October 1, 2020

Our newsletter this month discusses a few misconceptions about social security while sharing some truth, covers a handful of really good reasons to start investing, how women can prepare for retirement, and bridging the confidence gap...

 

Tuesday, September 29, 2020

Navigating the death of a close family member can be difficult to endure. When a loved one is lost, the first thoughts likely won’t be about what to do with their IRA. But for beneficiaries, it is important to make wise...

 

Thursday, September 24, 2020

As the struggle to control COVID-19 drags on, many of us experience periodic fatigue from distancing, negative headlines and future uncertainties. Staying disciplined when weary is difficult but crucial to short-term financial...

 

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Thursday, September 10, 2020

Our newsletter this month features an overview on when to talk to your financial professional about changes in your situation, if your retiree health care coverage goes with you overseas, includes a pre-retirement checklist to...

 

Thursday, September 3, 2020

Hopefully, you and your family have found ways to enjoy the summer, despite the ongoing pandemic. As the calendar turns to September, we’re looking forward to the cooler days! The way the last few months have been can make your...

 

Tuesday, September 1, 2020

For so many reasons, going through a divorce is not easy. The challenges associated with ending a marriage are many, ranging from the legal to the practical to the emotional. As with any complex situation, understanding the steps that...

 

Saturday, August 29, 2020

At some point in life, you’ll be in the market to buy something that costs big bucks. No matter the purchase, sometimes the decision can be hard to make. Here are three things you should ask yourself before you spend your...

 

Friday, August 21, 2020

We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, a well-known name in the...

 

Tuesday, August 11, 2020

2020 may be a year that none of us ever forgets, for many reasons. But here’s one positive: Roth IRAs can be particularly beneficial for financial planning in the current tax and economic environment. A major incentive for...

 

Thursday, August 6, 2020

Hopefully you’ve been able to enjoy the summer finding new ways of relaxation and fun even with the ongoing pandemic. The weather is still warm, but pumpkins have already made their way into the stores, which means Fall and the...

 

Tuesday, August 4, 2020

Our newsletter this month features a quick video on suggestions to make the most of your investments, activities to keep our brains sharp, a guided retirement route for women, and the impact of your mindset on your portfolio. Hope you...

 

Friday, July 31, 2020

We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, a well-known name in the...

 

Thursday, July 23, 2020

July usually goes hand in hand with warm weather, fun in the sun and most of all…summer vacations. With the pandemic still a regular part of our lives, many of our favorite summertime traditions are on hold. While the majority...

 

Tuesday, July 21, 2020

There are many different strategies that can be used to take full advantage of investing opportunities and help you reach your financial goals; one such strategy is called Dollar Cost Averaging (DCA). Dollar Cost Averaging is...

 

Wednesday, May 6, 2020

If you feel like your small business is taking the brunt of the financial hit during this COVID-19 pandemic, you’re not alone. While the CARES Act stimulus bill designated $350 million dollars to support the small business...

 

Monday, April 16, 2018

TIP: Average Benefit. In 2016, the average monthly Social Security benefit for a retired worker was about $1,360.Source: Social Security Administration, 2017Most children stop being “and-a-half” somewhere around age 12....