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

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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Avoid These Life Insurance Missteps

Avoid These Life Insurance Missteps

Shop wisely when you look for coverage. Provided by Brower Financial Group Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps. Buying the...

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Retirement  IN Sight

Retirement IN Sight

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES What Will $50,000 Be Worth in 25 Years? If you are on the verge of retiring, this question is well worth asking. You cannot know what the exact answer will be; you can, however, anticipate that it will be...

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2018 Q1 Economic Update

2018 Q1 Economic Update

QUARTERLY TIP Heads of household need to prioritize retirement saving over saving for “big ticket” items like a car, a down payment on a home, a college education, or a trip. A Review of Q1 2018 THE QUARTER IN BRIEF Stocks rallied in January, corrected in February,...

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Catching Up on Retirement Saving

Catching Up on Retirement Saving

If you are starting at or near 50, consider these ideas. Provided by Brower Financial Group Do you fear you are saving for retirement too late? Plan to address that anxiety with some positive financial moves. If you have little saved for retirement at age 50 (or...

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Weekly Economic Update | 3.12.18

Weekly Economic Update | 3.12.18

Weekly Tip Small business budgeting includes defining your risks. As a first step, detail your monthly, guaranteed income and expenses to help determine your level of liquidity. This may help you recognize potential long-term and short-term risks. FEBRUARY SAW A...

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Less SALT for Taxpayers to Subtract

Less SALT for Taxpayers to Subtract

What does the new federal cap on state and local tax deductions mean for you? Provided by Brower Financial Group. Have you routinely itemized your federal tax deductions? In 2018, you may decide to take the standard deduction instead. One possible reason: the new...

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Financial Glossary