Graduating from Student Debt and Getting On with Life

Getting out from under student debt is a major stepping stone for graduates eager to invest in their future. Graduates can come out of school with accumulated debt of 30K and more. Millennials and others are seeking the help of financial … [Read more...]

Market Commentary – June 2016

  The second quarter of 2016 saw global stocks rise modestly in a volatile quarter.  Above average returns in April and May were offset by losses in June due to the British vote on June 23 to leave the European Union.  The U.S. … [Read more...]

Living Longer With Plenty Of Money

J. Craig Venter of Human Longevity, a genome sequencing company with the objective of extending healthy human life, believes that individuals can live into their 90s “with good health and vitality.”  The reason?  Life expectancy is … [Read more...]

Boomers Go Bust: What to Know About Escalating Health Care Costs in Retirement

Individual baby boomers are not alone in worrying if they have set aside enough funds to retire comfortably and afford continual health care. Financial advisors have previously suggested to plan to replace approximately 80 to 85% of … [Read more...]

Important Tax Tips for 2015

As the end of the year draws near, it is important to try to make intelligent financial decisions that put you at a tax advantage. Thoughtful foresight can reduce tax burdens and make the most of your charitable giving. High income earners … [Read more...]

How to Respond to a Market Correction  

Everyone wants their nest egg to steadily grow, providing a financial cushion for the future. There are times that growth is more of a dance with a few steps forward, followed by a step back. Market correction is inevitable and though it … [Read more...]

Do You Have a Personalized Investment Policy Statement?

Savvy Investors Use an Investment Policy Statement If your goal is financial independence, an Investment Policy Statement (IPS) is key in achieving it.  Individuals looking towards retiring want to ensure that they and their family are … [Read more...]