Top 5 Year-End Financial To-Dos December 11th, 2020 As you prepare for the holidays with shopping lists and visits to the mall, we recommend that you take care […] by root
Planning for Long Term Care November 13th, 2020 Many people are concerned about health care costs in retirement but planning for long term care is often overlooked. While […] by root
5 Questions for Evaluating a Financial Advisor October 26th, 2020 Whether you are looking for a new financial advisor, or just want to evaluate your current one, there are a […] by root
How to Manage Investment Risk September 24th, 2020 One of the most important factors to consider when investing is how much risk to take. This can be difficult […] by root
Which College Savings Plan is Right for You? August 18th, 2020 Saving for college is one of the biggest investments you will ever make on behalf of your child. So, it […] by root
Mutual Funds vs. Exchange-Traded Funds July 17th, 2020 Mutual funds and exchange-traded funds (ETFs) have many similarities. Both allow investors to own a diversified “basket” of securities like […] by root
Post-Crisis Economic Optimism June 16th, 2020 Recently, the S&P 500 index reached a historic milestone by completing the greatest 50-day rally since 1957. Looking at other […] by root
The CARES Act and Your Retirement Accounts May 21st, 2020 The 2020 CARES Act includes a number of provisions regarding how you can access the funds in your retirement accounts. […] by root
