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Image for The Amazon Effect: How Big is the Economic Impact?

Dec 6, 2018

The Amazon Effect: How Big is the Economic Impact?

Chances are you’ve crossed paths with Amazon at some point recently – purchasing a Christmas gift, ordering groceries for the home, or even researching products and their customer reviews. But Amazon's impact extends far beyond the way you shop - but just how far remains to be seen.

Image for Holiday Shopping Tips

Dec 6, 2018

Holiday Shopping Tips

Last minute shopping…It’s not nearly as popular as it once was, thanks in large part to online shopping. But 57% of holiday shoppers still believe they’ll be finishing up their gift-purchasing in December.

Image for Role Reversal: Becoming Legal Guardian for Elderly Parents

Dec 3, 2018

Role Reversal: Becoming Legal Guardian for Elderly Parents

Concerned about your elderly parent’s safety or ability to make sound decisions? It might be time to consider becoming a legal guardian for your parent. We’ve laid out the basics of legal guardianship and what the process might entail for you.

Image for The New Standard Deduction and Charitable Giving

Nov 29, 2018

The New Standard Deduction and Charitable Giving

The standard deduction has nearly doubled under the Tax Cuts and Jobs Act, and as a result, many may no longer itemize their deductions. We’ve outlined three options that will allow you to support the organizations you’re passionate about while also reducing your tax liability at the same time!

Image for What is Umbrella Liability Insurance and Do You Need It?

Nov 24, 2018

What is Umbrella Liability Insurance and Do You Need It?

If a visitor falls at your home or an accident occurs with your car resulting in serious damages, will your insurance cover all the costs? It depends. Your homeowner and auto policies provide for liability coverage.

Image for Gray Divorce:  What You Should Know

Nov 19, 2018

Gray Divorce: What You Should Know

While any divorce comes with complexities, gray divorce comes with a unique set of issues to consider. And because gray divorcees are generally closer to retirement, there’s limited time to rebuild any wealth lost during the divorce process. It's important to understand the most impactful areas of gray divorce settlements so you’re not sacrificing your retirement in the process.

Image for Maximizing Workplace Benefits

Nov 15, 2018

Maximizing Workplace Benefits

This time of year it is common for companies to allow employees to select what benefits programs they want to participate in for the coming year. Unfortunately, people don’t spend near enough time reviewing the options available to them.

Image for Bedel Financial Forum: Market Expectations for the Long- and Short-Haul

Nov 15, 2018

Bedel Financial Forum: Market Expectations for the Long- and Short-Haul

This year’s Bedel Financial Forum was another great evening with an engaging and thought-provoking speaker! Jeffrey Kleintop, chief global investment strategist for Charles Schwab, joined us to discuss the state of the international market and what that could mean for investment portfolios. Read on for a recap of his insights.

Image for Reflections from 18,885 Feet

Nov 14, 2018

Reflections from 18,885 Feet

Investment lessons learned during a trek up Mount Kilimanjaro?? It might sound crazy, but…Follow along as Bill discusses the lessons he learned during his climb up Mount Kilimanjaro and discover how they likely apply to your investment portfolio.

Image for Can You Recession-Proof Your Investments?

Nov 12, 2018

Can You Recession-Proof Your Investments?

Recessions are a fact of life in the world of investments, but there are ways you can help to protect your portfolio from periods of economic downturn. Because no one can accurately predict just when a recession will hit, it’s important to be prepared. Read on for our tips and strategies on preparing your investments to weather the storm.

Image for What’s Your Retirement Vision?

Nov 3, 2018

What’s Your Retirement Vision?

Do you have a vision for how you will spend your retirement? If you have a spouse or significant other, does it match theirs?

Image for Maternity and Paternity Leave: Are You Financially Prepared?

Oct 22, 2018

Maternity and Paternity Leave: Are You Financially Prepared?

When contemplating a pregnancy or an adoption, be sure to understand your employment benefits. Parental leave policies and insurance benefits can cover associated costs as well as provide income while you are away from work.

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