The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas...
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Mar 30, 2017
There may be a role in your portfolio for managers who use research, analysis and experience in making investment decisions. For many investors,...
Mar 27, 2017
Imagine having to remember and describe every item in your home, especially after you’ve been the victim of a fire, theft, or natural disaster....
Mar 21, 2017
Floods, tornadoes, torrential rain, lightning, and hail are common events in many parts of the country during the spring and may result in widespread...
Mar 17, 2017
You’re searching for a new car and interested in fuel-efficient vehicles. On the surface, they sound like a good idea: You may save money by making...
Mar 10, 2017
Life insurance can be an important financial tool for you and your family. For example, life insurance can help replace earnings that would cease...
Feb 22, 2017
In general, when you sell your home, any amount you receive over your cost basis (what you paid for the home, plus capital improvements, plus the...
Feb 19, 2017
Floods, tornadoes, torrential rain, lightning, and hail are common events in many parts of the country during the spring and may result in widespread...
Feb 02, 2017
Learn how our planning process can help you achieve your important financial goals.
Feb 02, 2017
Today we are bombarded by advertisement enticing us to spend our money. But what if we stopped to question where we spend our money and what...
