A Steady Strategy
No matter how much you try to make objective decisions, you may be tempted to guess at market movements. One approach that should alleviate the guesswork is dollar-cost averaging.
Sole Proprietorships – Don’t Overlook the Liability Issues
If you are considering starting a business, the simplest and least expensive form of business is a sole proprietorship. However, sole proprietors are 100% personally liable for all business debts and legal claims. Here is what you need to know.
Establishing a Financial Safety Net
Emergencies often cost money—car repairs, hospital bills, lost job, etc. Having a financial safety net in place can ensure that you’re protected when a financial emergency arises.
2021: The Year of Substantial Tax Breaks for Families with Children and Lower-Income Taxpayers
The American Rescue Plan Act included several tax benefits that will impact families with children and lower-income taxpayers during 2021, including increased childcare benefits, an increased child tax credit, as well as advanced monthly payments for some.
Evaluating a Job Offer
Whether you’re considering changing jobs or just landing your first one, when you receive a job offer, should you take it? You can find the job that’s right for you by following a few sensible steps.
4 Investment Concepts You Need to Know
Client Relationship Manager Justin Wagner, AIF®, illustrates four important investment concepts for growing your wealth.
Becoming Financially Literate
In this episode of Planning Priorities, Associate Michael Griffin, CFP®, shares some tips for those just starting out on how to become financially literate and stay on track for your financial future.
5 Tips to Follow When Applying for a Mortgage
The housing market during the coronavirus pandemic has certainly been notable. Historically low interest rates resulted in record homebuying, even as housing prices escalated.1 Fortunately, the mortgage industry has been able to keep up with the pace of the real estate market by utilizing already existing technology. Homebuyers can search for lenders, compare interest rates,…
Should I contribute to the traditional 401(k) or the Roth 401(k)?
In this episode of Planning Priorities, Scott Brown, CFS®, Senior Consultant, Retirement Services, explains the different tax treatment of the options in your 401(k) plan and how to determine which option may work best for you.
Watch Out for These Financial Pitfalls in the New Year
As you move through different stages of life, there are new financial opportunities and potential pitfalls around every corner.