How do I determine how much renters insurance I need?
Your landlord’s insurance doesn’t cover your stuff. So how much renters insurance do you need? We explain in this week’s Insurance Tip.
Adopt Advance Medical Directives for Health Care
At some point, you may lack the capacity to make health-care decisions. Planning ahead with advance medical directives can help ensure your wishes are followed. Learn more about these directives and how to decide if they’re right for you.
Tax Tips for the Self-Employed
Self-employed? You’ll want to be aware of the specific tax rules and opportunities that apply to you. Learn more in this week’s Tax Tip.
How to Cut Costs if You're Spending Too Much
Cutting your costs starts with finding out where and when your spending occurs. Read what to do in this week’s Financial Tip.
Market Growth and Dividends Can Cause Skewed Allocations in a 401(k)
Principal Jennifer J. Thomas, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, lead a discussion on how 401(k) allocations can get “out of whack” even if you’ve been following your adviser’s recommendations.
Market Roundup: Positive Week as Dow Breaks 20,000 Mark
Indices closed in the red zone on Monday, likely a result of President Trump’s comments that he would “shake up” trade, taxes and regulations.
Quickbooks: Use Recurring Transactions
Business owners can save time with repeating transactions in QuickBooks to ensure they are processed as scheduled. Read all about it in this special QuickBooks Tip.
Long-Term Care Insurance as a Protection Planning Tool
Long-term care insurance can protect your assets should you have to pay for skilled custodial care. Learn more in this week’s Insurance Tip.
Dodging Tax Penalties
No one wants to pay a penalty. Taxpayers should be aware of what mistakes may incur a penalty with the IRS. Learn more in this week’s Tax Tip.
Grandparents Can Help Bridge the College Cost Gap
If you’re interested in helping your grandchild attend college, there are tax advantageous ways to help. We explain in this week’s Financial Tip.