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...
Read More
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%,...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read MoreTIP: 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....
Read More