SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...

Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...

A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...

The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...

What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...

Warren Buffet, chairman and CEO of Berkshire Hathaway, has referred to investing as “simple but not easy.”  What makes it so simple is...

As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...

The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

What is considered a gift? Before deciding to gift split, understanding what qualifies as a gift is essential. Gifts can include money,...

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

The term “money market” often gets brought up when discussing different savings options, but what exactly is a money market? There are...

Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...