News & Articles

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Navigating The Financial Issues of Unemployment

Unemployment is an event that most of us encounter – whether voluntarily or not – at one point during our working years.  Sometimes, it’s neither planned nor expected, and comes as both an emotional and financial shock.  Ideally, you have three to six months of living expenses tucked away for the unexpected as an emergency reserve. [...]

By | April 10th, 2017|Estate Planning, Financial Fitness|

Caring for Your Aging Parents

With 10,000 baby boomers turning 65 every day in the United States, the need to plan for the long-term needs of the aging population has never been greater. Increasingly, middle-aged adults find themselves caring for elderly parents as well as children—and sometimes grandchildren—of their own. Without the proper strategy, this caretaking burden can lead to undue [...]

By | March 7th, 2017|Financial Fitness|

Emergency Funds: Preparing for the Unexpected

  You've probably heard how important it is to establish and maintain an emergency fund. Unfortunately, most people don't fully realize this until a money emergency is upon them. Are you financially prepared for a leaky roof? How about a broken-down car? If you lost your job, how long would you be able to support yourself [...]

By | February 22nd, 2017|Financial Fitness|

Estate Planning – It’s For Everyone

If you’re like many people, you’ve thought about making an estate plan, but you just never get around to doing it. Perhaps you’re too busy, or maybe you’d rather avoid considering what will happen in the event of your incapacity or death. Although these concerns are understandable, estate planning is a vital component of your financial [...]

By | February 7th, 2017|Estate Planning|

Avoiding Tax-Related Identity Theft

If you’re not thinking about your taxes yet, you should be—identity thieves certainly are. During tax season, there’s a significant increase in the sharing of sensitive information, both online and via postal mail. Not surprisingly, it’s also when many crooks and scammers come out of the woodwork. For them, it’s prime time to steal your personal [...]

By | January 25th, 2017|Financial Fitness, Tax|

2017 Economic Outlook

Outlook 2017: Faster Growth Likely as Recovery Accelerates Presented by Ardis Nohner-Black   We started 2016 with the hope that it would be the year the economy normalized. But between the stock market pullback early in the year after the surprise Chinese devaluation; the political theatre surrounding the primaries and general election; the ongoing volatility in [...]

By | December 28th, 2016|Investing|

Financial New Year’s Resolutions: Using Tech to Stay on Track

Financial New Year’s Resolutions: Using Tech to Stay on Track The New Year is symbolic in many respects. It gives you a chance to start fresh and set some goals that can improve your life in ways large and small. But if you’re like many people, familiar resolutions like “lose weight" or “go to the gym" [...]

By | December 27th, 2016|Financial Fitness|

Year-End Financial Planning Checklist

Year-End Financial Planning Checklist As 2016 draws to a close, it's time to begin organizing your finances for the New Year. To help you get started, we've put together a list of key planning topics to consider. Savings and investments Revisit your retirement contributions. Review how much you're contributing to your workplace retirement account. If you're [...]

By | December 27th, 2016|Financial Fitness|

Deleting Sensitive Information? Don’t Rely on Your Recycle Bin

Deleting Sensitive Information? Don’t Rely on Your Recycle Bin Computer forensic experts are a lot like paleontologists—the scientists who study the life of past geological periods. Paleontologists have never unearthed a full dinosaur skeleton. But, by examining just a small sample of scattered bones, they’ve been able to figure out the skeletal structure of hundreds of [...]

By | December 20th, 2016|Financial Fitness|