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Equifax Data Breach

Several clients have contacted us with questions following the data breach that occurred at Equifax last week.

Hurricane Harvey

As Hurricane Harvey continues to impact Texas and Louisiana with devastating damage and flooding, our thoughts are with those who are suffering. In an effort to help, TD Ameritrade has announced that it will match client donations to the American Red Cross dollar for dollar up to $500,000, doubling the impact of every dollar given.

Expect to spend more on health care in retirement- even if you're well

The estimate of the cost of healthcare for retirees has been revised upward to $275,000. Experts estimate that a healthy, 65- year old couple will need at least that much to cover their anticipated retirement expenses. Please give us a call if you have questions about your own retirement and health care planning needs, we are happy to help!

Video: Retire to Happiness - Tips to Thrive in the Next Chapter of Life

Let your golden years shine when you set a vision of what you want your life in retirement to be with these tips on family, health and more!

 

5 Common Financial Terms - You Probably Should Know

The financial industry can be a confusing one with industry jargon, lots of tax rules, and tons of acronyms. We are here to help guide you and assist you in understanding what you own and why!

If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language? Between acronyms, money talk, and words longer than my arm, it’s no wonder that sometimes going to the bank is similar to going to the dentist - but hopefully not as painful. We wanted to help with that. Here are a few financial terms you should know by heart before consulting a financial professional. After all, you worked hard for your money, don’t let ignorance stand in the way of you and financial success.

Are there budget busters derailing your spending plan?

"Failure to plan, is planning to fail". You may have heard this catchphrase over the years and it has never been more applicable than when we think of budgeting for our expenses. Today's article discusses some preventative measures one can take to avoid blowing the bank!

Financial Resolutions: 6 Tips to keep you Accountable

It is hard to believe, but we are almost halfway through 2017! Time to revisit those New Years resolution's and goals for the year to see how we stack up. At my house, we hold quarterly financial review meetings to make sure we are on track for saving and not overspending. We also use those meetings to revisit our short and long term goals. It is not always fun, but definitely feels great to be on the same page. If you need help getting started or want to work through your budget with a professional, give your portfolio manager a call.

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate. When it comes to your financial resolutions this year (and beyond) use these tips to actually keep and reach your goals.  

Teaching Money Lessons to Kids Who Don't Have It Tough

It is often said that experience is the best teacher. While that may be true, it is hard for most parents to sit back and watch their children struggle- even if that may be the best way for them to learn. Today's article shares tips for helping your children learn money lessons that will last them a lifetime.

Jane Farrell, Money Matters

The hardest thing about upward mobility – the so-called American dream – is attaining it. Perhaps the second hardest thing is this: Once you’ve risen from a hardscrabble upbringing and gained financial success, how do you pass the traits that helped get you there – hard work, accountability, passion and discipline – on to your children?

Millennials: It pays to rethink the boomer approach to retirement

Today's article highlights a popular phrase we have all heard, Failing to plan is planning to fail! While retirement planning is typically a topic most of interest to those in their last decade of employment, it has never been more important for the younger generation to begin thinking about their future plans and taking the right steps to set themselves up for financial success. Retirement and wealth planning is important whether your 25 or 65 and your financial adviser can assist you with creating a blueprint for your plan.

Rachel Podnos, CNBC

To paraphrase one of the great musings of the American businessman and investor Charlie Munger, you don't have to touch an electric fence to learn not to do it. In other words, it's better to learn through observation and the mistakes of others than through making the mistakes yourself. For this reason, millennials should take note of the situation many baby boomers find themselves in today as they near retirement age.

Retirees: Miss this April 1 tax deadline, and you won't be laughing

As the end of tax season looms near, it is a good time to remember that not all deadlines are equal. We make every effort to contact clients who are required to take a minimum distribution from their ARS portfolio's prior to year end. If you are unsure if you have taken the appropriate amount of funds, please give us a call. We are always happy to assist and this is a deadline you do not want to miss.

Retirees: This looming April 1 tax deadline is no April Fools' joke.

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