Estate Planning 101

Estate Planning 101

Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly...
Why We Could See a Market Correction

Why We Could See a Market Correction

We’ve seen the stock market rise to record highs recently, but how long can this last? 54% of American investors see the stock market heading for a crash, according to a recent Allianz survey.[1] There are a few reasons why we could see a market correction soon,...

Retirement – Should You Take It Early or Late or Just on Time?

Imagine if Goldilocks was planning her retirement: “this date is too early” and “this date is too late” but “this date is just right”!   Sweet retirement can’t come soon enough for some of us, but it’s important to know precisely when you should retire. When...

Stopping Identity Theft Especially During Tax Season

The face of identity theft has changed dramatically, evolving with the technology and economic landscape surrounding it. Understanding your exposure and staying informed of the trends and methods that thieves use to steal from you is the first step in a strong defense...