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Friday, June 14, 2024

As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...

Tuesday, June 4, 2024

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...

Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Tuesday, April 16, 2024

4/16 Create a Strategy to Protect Your Wealth with Potential Estate Tax Changes Looming At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules,...

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Tuesday, April 2, 2024

4/2 Give Your Children the Gift of Financial Literacy Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy...

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

Friday, March 24, 2023

A lot of times we hear myths about what it takes to work with a Financial Advisor.While some firms do have minimums or credentials you need to even get in the door for example – you are required to be referred in or have $500,000...

Tuesday, January 17, 2023

Contrary to popular belief, claiming Social Security and Retiring are decisions independent of each other. Here are 6 reasons your should review before running down to the Social Security office to claim your first check.

Wednesday, August 10, 2022

During times of great market fluctuation it can be difficult to open your quarterly statement. Raise your hand if your June 30th statement hurt a little! We know, us too!It's important to remember though you are simply looking at a...

Wednesday, July 20, 2022

When you really boil it down, there are only 3 things you can do with your money:Spend ItSave ItGive It AwayNo matter what your situation, it is ALWAYS good to Plan with a Purpose!1. Spend It - if you have an inheritance, or maybe just...

Thursday, July 14, 2022

Reduce Your Credit Card DebtCredit card debt doesn't have to keep you from fulfilling your financial goals.Not all debt is bad. Mortgage and auto loans are often necessary, but credit card debt can be sneaky – it usually starts...

Monday, June 13, 2022

"Be fearful when others are greedy and greedy when others are fearful," according to legendary investor Warren Buffett.It's a great quote but complex advice to follow, especially in 2022 when stock prices are down double-digits. It...

Thursday, May 19, 2022

Wednesday, May 18, 2022

Tuesday, May 10, 2022

Thursday, May 5, 2022

Thursday, April 21, 2022

Tuesday, April 5, 2022

Thursday, February 24, 2022

Tuesday, July 28, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...

Monday, July 6, 2020

In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up. For some, it’s always been front of mind. For younger...

Monday, June 8, 2020

Are you eligible for a stimulus check from the Treasury Department?As of Friday, April 24, the Internal Revenue Service said it had issued 88 million payments to individuals across the country. It plans to send out more than 150...

Thursday, May 14, 2020

Knowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents.Documents that should be kept indefinitely in a secure location:Birth/death...

Wednesday, January 30, 2019

It's that time of year again - Tax Time! See the attached 2018 Reference guide to assist you! 2018 Tax Reference

Thursday, January 17, 2019

brought to you by FMG Suite January Market Update

Monday, August 6, 2018

Why do we invest? If you ask this question to your friends and family, everyone's answer will be different. Some of the most popular answers are: Grow your money Retirement Buy a vacation home Pay for my kids college Simply put, we...

Thursday, June 28, 2018

Recently, while traveling to visit family, I ran into a fast food restaurant to grab a quick coffee before we got on the road. When I returned to the car my husband joked " I thought you just went in for a coffee!" Because of how long...

Friday, June 8, 2018

When I entered the industry I sat down with my boss and asked him... "If you could pick just one, what is the most important factor in planning and investing?" He sat back, and digested my question. He replied in a riddle, most often...

Monday, November 27, 2017

3 Keys to Understanding the Fed 1. Origin Although the Federal Reserve Act was not established until 1912, it had been under review for years, dating to a November 1910 meeting made up of investment banker Paul Warburg, Treasury...