Our Weekly Blog

Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.

If you live long enough, you’re going to have a family member or close friend die. Compounding an already sad and stressful event, a person’s passing means that someone needs to take over their affairs—which is not a small job. Here are the things you need to do to be prepared.

If you’ve been a good saver, you may have spent the last 18 years saving in a 529 plan for the costs of your child’s college. How do you turn the switch to start using this saved money?

In a nutshell, risk tolerance is a term used to describe how an investor would feel under certain circumstances if their investment portfolio lost money.

More and more investors want their investments to reflect their values. Yet, there is a persisting belief that “investing for good” involves a trade-off in performance. Years ago that was largely true but today it is not a given.

So, where do you pull money from if needed? Once you turn 59 ½, money can come out of retirement accounts with no penalty however, ordinary income taxes would be due. Therefore, before age 72, one should calculate how these withdrawals could affect their taxable income as the amount withdrawn would be added to ordinary income.