Spousal IRA — A Valentine’s Gift for your Spouse

Cynthia Rivera, JD Associate Advisor  Many of our financial decisions and future planning are borne out of love. To take care of those we love….is an ideal that permeates most of our daily thoughts and actions. So, on this Valentine’s Day, amid the flowers and chocolates you may want to consider a nonconventional gift for [...]

By | 2018-02-13T17:04:41+00:00 February 13th, 2018|Family, Financial Planning, Investment Management, Starting Out|

Volatility in the Market – with Commentary from John G. Ullman

Market Drops…Now What?? *Spoiler alert…..no need to panic. It’s been a Volatile week in the Markets. Sharp declines, and the dramatic headlines that follow, can trigger panic and feelings of uncertainty, especially after the record breaking growth that’s been seen in the Market over the last year. What caused the drops seen in the Market [...]

By | 2018-02-09T13:46:42+00:00 February 9th, 2018|Advisor Spotlight, Financial Planning, Investment Management|

Want to reduce your Medicare premium? Your charitable contributions could be the answer.

Want to reduce your Medicare premium? Your charitable contributions could be the answer. Brandi Graham, CFP® What do Medicare premiums and charitable giving have in common? One may be able to save you money on the other… If you make gifts to charity and are required to take a required minimum distribution (RMD) from your [...]

By | 2017-12-19T10:49:00+00:00 December 19th, 2017|Financial Planning, Investment Management, Tax Planning & Preparation|

Are You Prepared for a Disaster?

Are You Prepared for a Disaster? Nora Smith, Information Services Manager This Holiday season, so many of us are watching the news helplessly as the fires rage in California and thousands have been forced to leave their homes. The ongoing natural disaster in the West comes on the heels of a horrific Hurricane season that [...]

By | 2017-12-20T10:25:21+00:00 December 12th, 2017|Family, Financial Planning, Investment Management, Legacy, Retirement, Starting Out|

401(k) or IRA: Which Vehicle Makes Sense (for you).

Key Points to Consider. What’ll it be: a 401(k) or an IRA? Given the choice between putting money in an employer-sponsored retirement account such as a 401(k) or a self-directed savings vehicle like a Roth or traditional IRA, the ideal answer is “all of the above.”  But until (or even if) maxing-out both is an [...]

By | 2017-11-22T12:22:26+00:00 November 21st, 2017|Family, Financial Planning, Investment Management, Starting Out|