Whether you need advice about retirement planning, estate planning, tax planning, college planning, charitable planning, debt management, or insurance planning, there is a financial advisor out there who is well-equipped to help you achieve your goals.
No matter how much fun your summer is shaping up to be, it’s no time to put your finances on pause. Take a look at the past six months to gauge how you can adjust your strategic or tactical actions to ensure you ...(more)
Amid the ever changing and complex realm of healthcare, at least one thing remains constant and relatively easy to navigate – Health Savings Accounts (HSA). A HSA is a personal savings account that allows you to pay ...(more)
Did your retirement plan involve a home remodel? Or even a home remodel remodel? My mother-in-law spent about a decade taking care of her mother. Not only did she require lots of attention and care, but she also ...(more)
You know the old adage – ‘there’s no time like the present’. This is a noteworthy saying that is particularly true for young individuals and families who want to start saving seriously for the future. But how and where ...(more)
Before Retiring you'll need to know these 9 pieces of information to have a better retirement:
1) When to file for Social Security
2) How much your Health Care costs will be
3) How much you currently spend
According to the World Federation of Exchanges database, there were about 15,000 publicly traded companies worldwide, in 1975. This count grew to just over 43,000 by 2015. What’s interesting is the change across ...(more)
Have you misplaced your eye glasses recently? Or, have you recognized a face at the grocery store but been unable to recall the person's name?
Forgetting a name or where we put our keys are typical realities for many ...(more)
From time to time we get questions about the tax implications of taking funds from the different types of IRAs. Regular IRAs and Roth IRAs have differing distribution rules. Following is a short summary.
You make a living wage and have a strong career, but have you stopped to think about retirement and saving? You are probably doing better than most, because you are good with numbers and have the smarts to be able to ...(more)
Two things to note first this week, which are taxes and politics.
First, the tax filing deadline for federal income taxes is April 18th. Typically it would be Monday April 17th, since the 15th falls on ...(more)
I had coffee with a friend yesterday and I couldn’t believe how happy and energized he was. This guy was loving life. Do you know why?
He had cleaned his car!
I know it sounds crazy but it was true. He ...(more)
Written for USA TODAY NETWORK-Wisconsin 7:56 p.m. CT March 11, 2017
By all accounts, President Trump’s first address to Congress on Feb. 28 was well received. Considering the Dow Jones Industrial Average climbed over ...(more)
Investors constantly scan the horizon looking for a stock market correction. While investors sit on their front porch anticipating a stock market correction they leave their back door wide open. Stock market ...(more)
Snow is melting. Flowers are blooming. Grass is growing. Robins are singing. Spring has arrived. With the arrival of spring it’s now time for a little spring cleaning. After months of dark days and cold ...(more)
The stock market did great last year. The Dow was up 13.4%; the S&P gained 9.5%; and the Nasdaq was up 7.5%, according to CNN Money.
But do you remember how things started?
2016 began with the worst five-day ...(more)
Your child, or grandchild is a minor. When a child is entitled to Social Security benefits, the Social Security Administration (SSA) will appoint a representative payee to receive benefits on behalf of the child. ...(more)
The Federal Reserve Board of Governors consists of 7 positions filled by appointment. President Trump already has two vacant seats that need to be filled. Over the next 18 months he may need to fill another 2 or 3 ...(more)
Are you an engineer?
Engineers help make our lives better. What I didn’t realize was that when it comes to finances, engineers are no different than anyone else, except a lot of them work for small companies and are ...(more)
“My college savings plan is the military.” This is a response I got last week from a very serious woman at a college and career planning event I went to. I love the military and I thought it was a great plan. In ...(more)
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.