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In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better understanding of what a recession really is. What the Dow Jones Industrial Average? You probably hear that every night on the news and you know that it has something to do with the stock market, but aren't sure of the details. 

Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into retirement, it’s important to consider the difference between retirement pre-tax income and retirement after-tax income. A savvy advisor will consider your future tax liabilities to be an integral part of your overall retirement strategy.

The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a thousand ways to spend your money, there’s only one way to save it — stick to the plan.

To Our Valued Investors:

Decades ago we watched older generations retire with a full pension, a golden watch and a firm handshake.

Today the game has changed quite a bit. To find out how, CLICK HERE.

Well, we are over half way through the year, and what a year it’s been so far! We’ve seen Greece on the brink of bankruptcy, we’ve seen China finally showing signs of weakness, we’ve seen Puerto Rico default on their debt, and everything else in between.

In a perfect world, financial goals are set, savings plans are put into place, and money is invested wisely.  However, more and more baby boomers have found that they have been frivolous in spending and have put back little for retirement.  If you find yourself over the age of 50, and far from financially sound, use these financial planning tips because the clock is ticking louder tha

You’re new to your job and still figuring out where the supply room and snack machine are located. You’re also figuring out who’s a reliable source of information and who you should probably avoid. Don’t forget to learn about all the benefits to which you’re entitled – or you could lose out on a lot that can benefit you in your career.

Once a year, on your birthday, tackle a new step toward your financial future. It's a date that you won't forget. Setting it as a target date to get your finances in order is probably the best birthday present you could give yourself. Here are a few personal financial tips to consider.

We could all use a personal financial tip or two to help us get into better financial shape. Here are a few to use on your work anniversary to improve your financial standing.