TOD: Three Letters to Avoid Probate
We all know the saying, “It’s the little things that count.” This is especially true when it comes to your estate plan. Making sure your accounts and assets outside of a Trust have Transfer on Death (TOD), or Payable on Death (POD), designations is one of those “little things” that can have a big impact. […]
New Year, New Limits
Happy New Year! 2023 opens with the ability to contribute more to your retirement accounts. Due to the high inflation we saw in 2022, many contribution limits have been adjusted accordingly. Why are these important to know? If you would like to talk with us about maximizing your current retirement account contributions or how doing […]
Numbers to Know for 2021
As we welcome the new year, we want to help you refocus on your personal financial plan. Here are a few things to keep in mind for a successful 2021, including some reminders from the SECURE Act which took effect in January 2020.
Market Update
The stock market has had an up and down start to 2018. Volatility has made a comeback, after being mostly absent last year.
Where Will Your Money Go?
Do you know who will inherit your money when you die? Many people think they know the answer to this question. But are you sure your paperwork lines up with your wishes?
Morningstar Investment Conference 2017 Recap
In April, I attended the annual Morningstar investment conference in Chicago. The conference provides financial advisors and mutual fund representatives an opportunity to gather together and discuss current events in our industry. Global economic upd
Rising Rates: What You Need to Know and Why
On March 15, 2017, the Federal Reserve Bank made the decision to increase the target range for the Federal Funds Interest Rate to between 0.75%-1.00%. To start, what is the Federal Funds Interest Rate?
