Currency devaluation

You’re getting married – congratulations! This is an exciting time with lots of big changes ahead. Right now, you’re probably focused on flower arrangements, hiring a band, booking your honeymoon and registering for gifts. But while you’re planning the festivities, you should be doing a little financial planning too.

Cutting the money cord can be difficult, but if you’re risking your own financial security, it’s crucial.  If helping your adult kids is affecting your retirement goals, make a game plan for how to best reduce or eliminate that financial aid.

Are you wondering what the market did for the first quarter of 2019? Download our 1st quarter market update to read all about it.

2019 Q1 Market Review.pdf

Just a few years back, you wouldn’t have mixed the two terms, “cannabis” and “investing” in reputable wealth management circles, but shifts in legislation and the legalization of cannabis among some U.S. states and Canada are changing the playing field for intrigued, would-be investors.

By Eric Kinaitis

In 2018, over $53 million in assets were transferred from other donor advised fund administrators to American Endowment Foundation (AEF). Why?

Current financial advisors have shared a variety of reasons, including:

Finances are complicated for some of us. That’s okay, we’ve all been there. Featured today are some real-life financial mistakes that real people have made, that they’ve learned from, that they want you to also learn from so you don’t make the same mistakes. (Or if you’ve made these same mistakes, just know that you’re not the only one!

Hints of Spring are starting to pop up and March Madness is just around the corner and all this can only mean one thing…income tax season is upon us. Whether you are receiving a W2 or 1099 or filling out a Schedule C or a Schedule A, there are a flurry of forms that you are receiving, sending, filling out, and signing for the IRS.

The New Year is a great time to reassess saving and spending habits and put new goals in place. To do so requires creating a formal process to succeed—and that means developing a budget. You may already have a budget, but are you taking full advantage of it? Chances are it may need a little dusting off or refresh.

There are a lot of things that go into finance. A lot of words that people don’t understand, a lot of concepts that people can’t quite grasp. Thankfully, we’re here to help! Let’s break down what an annuity is. 

First, we’ll go over some basic terms that you’ll need to understand. 

Key Words: