7 Tips to Help Protect Your Money Against Scams
Whether perpetrated over the phone, via text, by email or online, financial fraud is a crime that unfortunately just keeps growing. Earlier this year, the FTC reported that it received 2.8 million reports of fraud from consumers in 2021, with losses estimated at $5.8 billion – a hefty 70% i …
Talking to Your Financial Advisor During Market Volatility
When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors – seasoned and new.
What to Do About Inflation’s Impact on Your Finances
By Craig Lemoine, Director of Consumer Investment Research Suppose last year you went grocery shopping and filled your cart with $100 worth of items. This year, you went to the same store and bought the same items – this time, the bill rang up at $107.50. The difference of $7.50 re …
Do I Need Life Insurance? How to Choose Life Insurance Coverage and When to Reassess Your Needs
By Matt Lewis, Vice President, Insurance Just because we express a desire to do something, doesn’t mean we’ll do it.
Don’t Blow Your Budget! Tips to Create Your Retirement Spending Plan
Ryan Yamada, CFP®, Senior Wealth Planner It was late one afternoon when I received the call from a retired client.
Five Reasons Your IRA is Deflating, and What to Do About It
By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. …
What You Need to Do 10, 5 and 1 Year Before Retirement
by Jamie P. Hopkins, ESQ., CFP®, LLM, CLU®, ChFC®, RICP® Regardless of how far off you are from retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money.
Provide Parents Help While Taking Care of Yourself
Beth Schanou, Senior Wealth Planner Finances can be difficult to talk about – especially with your parents when they need your financial help.
Planning for the Rising Cost of Care
Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.
Trends to Watch Out for in Q1 2022
We’re in a pretty interesting juncture in the markets. As we kick off the third year of the COVID-19 pandemic, the omicron variant is spreading across the country.
