Perceptions of financial services professionals tend to run the gamut from “They’re all crooks, and I don’t trust a word they say” to “He or she has such an impressive alphabet of…

Though dividends are not guaranteed, just about all the stocks in our DIV30 Portfolio have a long-standing history of consistently paying their dividend.

The $2 trillion dollar stimulus package was signed into law on March 27, 2020. But what does it mean for you, specifically in regards to your retirement accounts?

Coronavirus is an equal opportunity infector. Let’s put aside the way the media portrays “us versus them”, the partisan views of political parties, and realize we are all Americans and we all are being affected. Here are some feel good money tips.

Late in December 2019, Congress passed the Secure Act and according to the title of the Act, the idea is making more American’s retirement secure. When you get to the nuts and the bolts of how the legislation effects IRAs, you find a completely different story.

While I do believe our economy will be affected by this global scare, I do not believe it will be nearly as dramatic as it has been up to this point. Most market indicators are positive.

A traditional IRA is a way to save for retirement with tax-advantages.
Here are some facts to consider.

The Secure Act does many things; here is a list of the biggest changes.

Understand your employer-sponsored plan! Before you can take advantage of your employer’s plan, you need to understand how these plans work.

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio.