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Updates

Coping With Financial Anxiety in Uncertain Times

Mar 9th, 2020
As news of the coronavirus continues to dominate the headlines and cause turmoil in the markets, it’s understandable that you may be concerned about your portfolio. Financial anxiety can have a profound impact on your quality of life—so we thought we’d share some tips to help you minimize stress during these uncertain times: Focus on … more »

Rand Paul Bill Would Let Americans Raid Retirement Funds To Pay For College

Dec 8th, 2019
Sen. Rand Paul (R-Ky.) has introduced a bill that would allow students and parents to make penalty-free withdrawals from retirement funds to pay for college or repay their student loans. Not surprisingly, investment advisors are worried that Rand’s solution to rampant student loan debt may create more financial problems than it solves—especially as retirement rolls … more »

Open enrollment 2020: How to choose the best employer benefits

Nov 12th, 2019
Every fall, companies hold their annual open enrollment, a period when you can change health care plans, add other insurance coverage, and sign up for additional benefits your employer offers. You may be tempted to simply choose last year’s options to save time, which is what the vast majority of Americans do. But that doesn’t … more »

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