The Blog

How to Avoid Holiday Scams

Creating an Effective Budget

Three Things You Should Know About Survivor Assistance

Should You Name a Trust as an IRA Beneficiary?

How the Cost of Living Impacts Your Retirement Savings

Investing: Expectations vs. Reality

Using Credit Cards as Part of Your Financial Plan

Online Security - Protect Your Identity, Personal Information, and Financial Information

5 Easy Ways to Save on Your Monthly Bills

Using Trusts to Manage the Distribution of Your Estate

Factors That Affect Your Risk Tolerance

Five Things Your Advisor Wishes You Knew

5 Common Misconceptions About Estate Planning

Why You Should Introduce Your Financial Advisor to Your Adult Children

Divorce and Your New Financial Outlook

The Opportunity Cost of Doing Nothing with Your Financial Plan

5 Ways to Avoid Identity Theft at Tax Time

On the Arrival: Thinking About Retirement Well Before Retirement

10 Key Responsibilities of an Executor

Paying Off Debt Versus Investing

Avoiding the Bandwagon Effect

Tips for Reducing Your Tax Bill

Seven Key Roles and Responsibilities of a Trustee

Three Small Changes to Make You a Better Investor

Financial Resolutions and How to Keep Them

2017 - What Does it Hold?

Year-Round Financial Planning

The Right Way to Set a Budget

Generational Planning

The Power of Positive Financial Habits

The New Administration and the Market

What Uncle Sam Giveth, Uncle Sam Taketh Away

Things You Can Control in Your Financial Plan

6 Items to Include in Your Estate Plan

5 Considerations for Taking Care of Aging Parents

Managing Financially Dependent Adult Children

The Importance of a Good Life Insurance Plan

Charitable Contributions from IRAs

Earnings Matter Most

How to Identify a Bad Investment Opportunity

6 Tips for Making Smart Financial Decisions

Using an HSA as a Retirement Account

Will the Election Outcome Affect the Stock Market?

New Procedure for Taxpayers Who Miss the 60-day Rollover Deadline

Are You Gambling with Your Investments?

The Value of Patience in Investing

The Pros and Cons of Lump Sum Distributions and Annuities

The Investor Risk Profile: Understanding Risk

Medicare Open Enrollment - Pitfalls and Opportunities

We Feel a Correction Is Coming


LIBOR Moves Higher

7 Signs That Your Advisor is Doing the Right Thing

Investing for the Long Term

Life After Flying

Facing the Possibility of Incapacity

What’s Next with the Market?

The Value of Saving

Epistemic Limitations

Preparing Your Financial Plan for “Non-Normal” Operations

How Debt Can Affect You

8 Questions to Ask a Potential Advisor

BREXIT - What Does It Mean?

Social Security Survivor's Benefits

BREXIT - Investment Implications

Don’t Retire Early…Unless

Temporal Discounting

3 Things to Know About Your New Chip Credit Cards

Up, Down or Sideways?

The U.S. Dollar

Technology Tools to Help Manage Your Finances

Talking to Your College-Aged Children About Financial Planning

Financial Planning: Helping You See the Big Picture

Selecting an Executor

Retirement Savings: The Earlier, the Better

Equities and Headwinds

Why Work with a Financial Advisor?

What Goes into a Retirement Plan?

Staying on Track with Your Retirement Investments

Cybersecurity: Keeping your online data safe

Staying Active in Retirement

Talking to Your Spouse About Financial Planning

More Sideways Movement or a Breakout?

Surviving an Audit

Oil: An Oversupply Problem

Technology Tools for Retirees

Coping with Financial Stress

The Benefits of Adding an Auto-Increase to Your 401(k) Contributions

Umbrella Liability Insurance

Stay Cautious, For Now

Economic Update

Risks of Borrowing Money from Your 401(k)

Successfully Saving for College Tuition

Getting Started With a Financial Checklist

4 Easy Ways to Save for a Sustainable Retirement

Charitable Trusts

2016: The Year of Volatility?

Corporate Earnings Recession

Now Is a Good Time to Define Your Financial Goals

It's Never Too Early to Work with a Financial Advisor

Fidelity BrokerageLink: Designed for Savvy Investors Who Want More Choices

New Legislation Makes Many Tax Provisions Permanent

What Does the Future Hold?

Portfolio Adjustments

Should You Have Your 401(k) Professionally Managed?

Losing an Engine on Takeoff

The Bipartisan Budget Act of 2015

Dollar Rise Warrants Caution

2015: A Lack of Earnings Growth

6 Common Financial Mistakes and How to Avoid Them

Choose A Retirement Advisor With Airline Expertise

How Are RMDs Calculated?

What Is Next?

Market Dynamics and Portfolio Adjustments

Do-It-Yourself Investors Underperform

College Tuition: What if you run out of time to save?

Airline News: FedEx pilots vote to ratify new labor contract

A Visit from Pope Francis

Medicare Open Enrollment Period Begins October 15

Caution: Speed Bumps Still Ahead

Oil Prices

You Might be Asking the Wrong Questions about Performance

United Continental Holdings Inc.'s CEO

"I know, I know...I'll get around to it."

Volatility in Perspective

Reducing Volatility

The Fed and Interest Rates

Conducting a periodic review of your estate plan

Fiduciary Responsibility vs. Suitability

Medicare: What Does it Cover?

Long-Term Care Insurance - Is it Worth It?

Wage Pressures

Profit Margins Have Peaked

Don’t Ignore the Benefits of Roth 401(k) Contributions

The GATT Rate is coming …The GATT rate is coming….

The Fed and the Future Path of Interest Rates

American Airlines Equity Tax Treatment Delay

AIRLINE NEWS: American Making 'Substantial Progress' in Integration, Airline Filing Says

AIRLINE NEWS: American Airlines Pilots Approve New Contract

AIRLINE NEWS: Alaska Airlines and Horizon Air employees to split about $116 million in profit sharing

AIRLINE NEWS: NMB Agrees that American Airlines and US Airways are a 'single transportation system'

AIRLINE NEWS: Pilots Battle Against 'Walmart-ing' of Airline Industry