Blog

Welcome to March, a time for renewal and growth, a time we look forward to spring, a time when the days growing longer and the weather beginning to warm. Unfortunately, February’s market performance feels more like atrophy, not...

Our Your Money Matters Newsletter features helpful content on disability insurance, the benefits of time when you start saving early, asks the question, “Active or Passive Investing: Which Is Better?”, and notes a few...

We strive to keep you regularly updated with important market changes and news.Please listen to the most recent market update from Phil Blancato, Advisor Group’s Chief Market Strategist. This call discusses recent updates for the...

We strive to keep you regularly updated with important market changes and news.Please listen to the most recent market update from Phil Blancato, Advisor Group’s Chief Market Strategist. This call discusses recent updates for the...

With the hustle and bustle of the holidays behind us, it’s a great time to mention that January is Financial Wellness Month. Consider it a reminder to prioritize and pay closer attention to your financial health and finances...

Whether you’re fully or partly retired, you may find that your assets are sufficient to cover your lifestyle for the remainder of your retirement. In that case, you may not feel like you need to use any additional money from your...

Did you know… with thoughtful, advanced planning, you can extend your legacy of charitable giving beyond your lifetime, creating lasting benefits for the organizations you care about? And if you have a desire to give back to...

Yep, you read the headline correctly - - accumulating assets has consequences - - and sometimes they’re more burdensome than you might have previously considered!While preparing for retirement, many of us focus on the top-line...

October glows on every cheek, October shines in every eye, While up the hill and down the dale Her crimson banners fly. – Elaine Goodale Eastman (1863–1953)October is here, and that means the fall season is officially...

Who needs life insurance? If your job offers group life coverage, should you take it? Do you need more than that? Should it be temporary (term) or permanent? And for how much coverage? How do you know?Life insurance can be complicated....

September is Life Insurance Awareness Month, making it a good time to review things you may not know about life insurance, such as:Policies differ widely. Term life insurance pays out a death benefit if you die within the specified...

It’s time for your life insurance checkup.September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1If you don’t have any life insurance, you’re not alone. Life...

If you have teenagers, you’re likely very in touch with the adage, “One day you’re changing diapers, and the next you’re sending them off to college.” One of the results of that compressed passage of time...

SAVE. I used to think of it as a four-letter word. Now my kids do too. For people with their entire lives ahead of them they can be short-sighted when it comes to their finances. So, how do you teach them to be more...

As summer comes to an end and the excitement of a new school year begins, most parents dread the price tag associated with back-to-school shopping. And we don’t blame them! The amount of necessary supplies has climbed to new...

For Police families, helping future generations with college is often an important life goal. The desire to assist our children with jump-starting their futures typically implies economically supporting some form of higher education....

When our kids were younger $5 and a trip to Dollar Tree could fill a rainy afternoon. They would pace the aisles giving great thought to what was worth their money.   Now that they are teens and tweens it isn’t that...

With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be...

Preparing for retirement is not entirely financial.Your degree of happiness in your "second act" may depend on some factors that don't come with an obvious price tag. Here are some non-monetary factors to consider as you prepare for...

To our advisors, it’s a bit like living groundhog day (the movie)… Every spring we hear a few comments about owing big tax money after a Career Law Enforcement Professional has retired from police work.While we as advisors...

Part 3 (Embracing the Next Chapter of Life)I found that what Amanda shared with me was right on point. I was fortunate to leave the profession in my early 40’s and begin a new chapter in my life, whereby I am engaged daily with...

Part 2 (The Days After Retirement) You begin to shed the cop appearance. That favorite police shirt or hat you used to wear is no longer appropriate. I remember having to re-evaluate my entire wardrobe because it screamed COP! My SWAT...

Aside from outbound calls, our phone is really quiet. We’ve fielded exactly 2 emails with a little concern about the markets over the past 2 weeks, but a number of messages looking to capitalize upon the current downturn. We also...

“Officer Wellness”, one of the new buzz-words thrown around these days, popped into my head when I heard the news. But how did we get to this point of no return?

An unwelcome surprise, an IRS letter in the mail with an uncomfortable penalty is not something most investors anticipate.  But it happens, and more often than you think.  Sometimes it’s for failing to report capital...

What kind of role can a financial professional play for an investor? The answer: an important one. While the value of such a relationship is hard to quantify, the intangible benefits may be long-lasting. There are certain investors who...

Social Security Update You may have missed it, but there’s been a change recently with Social Security statements.  You know, that government program which provides supplemental retirement income to most retirees in America....

What’s a “Blog”?  What’s in our “Blog”?   There are common problems faced by many when it comes to personal finances and an important issue may be staring us in the eyes without us...