Resources

These resources are informational pieces only and should not be considered a solicitation nor should any action be based solely on them. The information contained in this section has been obtained from sources believed to be reliable but are not necessarily complete and the accuracy cannot be guaranteed.

This content should be used for information purposes only. Investors should contact us before acting on any of this information to seek our financial advice on their specific situation and the appropriateness of the actions for them. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person.

Please contact us to discuss any information contained in this section, or in the case of tax information, your local tax advisor, as it is not our position to offer legal or tax advice.

Recent Articles

Under-appreciated Options for Building Retirement Savings

Under-appreciated Options for Building Retirement Savings

More people ought to know about them. There are a number of well-known retirement savings vehicles, used by millions. Are there other, relatively obscure retirement savings accounts worthy of attention? Are there prospective benefits for retirement savers that remain...

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Save & Invest Even if Money Is Tight

Save & Invest Even if Money Is Tight

For millennials, today is the right time. Provided by Brower Financial Group. If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the potential advantages...

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Leaving a Legacy to Your Grandkids

Leaving a Legacy to Your Grandkids

Now is the time to explore the possibilities. Provided by Brower Financial Group Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. A family legacy can have multiple aspects. It can include...

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Should You Use 529 Plan Funds on K-12 Education?

Should You Use 529 Plan Funds on K-12 Education?

Federal law says you can, but you may want to think twice about it. When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the tax-advantaged investment vehicles known as 529 college savings plans. Funds from these...

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Weekly Economic Update | 7/3

Weekly Economic Update | 7/3

In this week’s recap: a consumer spending miss, a slight decline in confidence, a wave of new home buying, and the end of a good quarter for equities.   INCOME AND SPENDING RISE, ALONG WITH CORE INFLATION According to the latest monthly Department of Commerce...

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Should Couples Combine Their Finances?

Should Couples Combine Their Finances?

To consolidate or not: that is the question. Some couples elect to consolidate their personal finances, while others largely keep their financial lives separate. What choice might suit your household?   The first question is: how do you and your partner view money...

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Including Digital Assets in Your Estate Plan

Including Digital Assets in Your Estate Plan

What should you know? What should your executor know? When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem like a lesser concern, perhaps no concern at all. But it is something...

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Weekly Economic Update | 3.22.18

Weekly Economic Update | 3.22.18

WEEKLY TIP          Yes, you could file for Social Security at 62, as soon as you are eligible. It might pay to wait, however. The size of your monthly payment will grow by about 8% for every year you hold off claiming benefits through age 70. RETAIL SALES RISE...

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Weekly Economic Update | 3.7.18

Weekly Economic Update | 3.7.18

Weekly Tip Remember that there are two kinds of 529 plans: the prepaid tuition plan and the college savings plan. A prepaid tuition plan lets you pay some of the future cost of a university education today. A college savings plan offers you a choice of equity...

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Financial Glossary