Broker Check


Tuesday, December 20, 2022

December 21st is National Crossword Puzzle Day and we have a financial crossword puzzle for you.

Monday, October 3, 2022

There's a good reason so many athletes, entertainers and business people who made seven figures and higher suddenly find themselves filing for bankruptcy.

Monday, July 25, 2022

You face many issues when you get married - how many children, where to live, where to vacation - with finances often commanding secondary importance. To what extent should you merge your financial lives will depend on a number of factors.

Monday, July 18, 2022

Medicare is essential for many older Americans, helping them cover the costs of many necessary health care services. You have to be 65 to enroll in Medicare, but that doesn’t mean you should wait to learn how the program works....

Monday, June 27, 2022

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...

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Monday, June 6, 2022

When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it’s a good time to review common terms that are used to describe the...

Monday, May 30, 2022

No need to be afraid of credit cards—if you use them wisely. Follow these guidelines to help you charge responsibly. Credit cards are a modern convenience that make shopping easier and safer.

Monday, May 16, 2022

There are several compelling reasons for refinancing your home mortgage. Interest rates may have fallen, and refinancing can provide you with the opportunity to lower your monthly mortgage payment. Or perhaps you have substantial...

Monday, April 25, 2022

Deciding when to begin collecting Social Security depends on a number of factors, including how long you anticipate needing it. Deciding when to retire and begin collecting Social Security is an important life decision. For some,...

Monday, April 11, 2022

Being able to pay for all your desired wedding amenities requires careful planning, which means careful budgeting. And when it comes to making a budget for a wedding, there are a few important rules to keep in mind. Who pays what As a...

Friday, March 25, 2022

For many people, balancing the responsibilities related to work, family life and money is challenging. This seminar will help you focus on what’s important and how to improve the balance in your life.

Tuesday, March 1, 2022

Don't let a job loss derail your financial future. Consider these steps to help you stay on track to your long-term goals, even when short-term unemployment happens.

Wednesday, February 16, 2022

Three tips to help reach a state of happiness. With all the challenges of the past year, it’s sometimes just easier to find imperfections in everything and let crankiness rule your day.

Monday, January 17, 2022

Market volatility has the potential to erode your net worth. You can take steps now to help insulate your wealth against future market fluctuations. Market volatility stirs the emotions It’s hard not to react when markets make...

Monday, November 8, 2021

The holiday season should be a happy time, but many people find the holidays less enjoyable and more stressful. Much of that stress is financial. Last year, a survey by LendingTree found 61% of Americans dread the holiday season...

Monday, October 18, 2021

Managing your personal finances can sometimes seem like an overwhelming task. But you can start the process with a few easy steps that will help you take control of your finances and work toward a brighter financial future. You can...

Monday, October 11, 2021

College can seem costly, but with an early start and prudent planning, it can be reasonably affordable. Here are some options to start saving for your child’s college costs right now. The amount you’ll need to save depends...

Monday, September 27, 2021