21 Jun Financial Health – Mid-Year 2022 Check-Up
Summer is officially here. It's a good idea to take stock of your financial picture and make updates where necessary. Below are a few things you should consider to keep your plan in shape....
Financial Planning Tag
24 May Avoiding the Medicare Surcharge: What You Need to Know About IRMAA
Your investment and retirement income an have an immense impact on your Medicare premiums. How should you manage this?...
18 May Where does the economy stand, and how will it affect your stocks?
You've likely read about The Fed, inflation, labor markets, and GDP recently. This is a lot to take in, especially when none of these topics help answer the pivotal question investors are asking: How will this economy affect my investment portfolio? ...
09 May Sentara Healthcare Benefits: What you Need to Know
We’ve had the opportunity to evaluate Sentara Healthcare’s retirement and insurance benefits for many clients and prospects over the years and thought it would be helpful to provide a brief overview of what you can expect and how to take full advantage of them....
03 May Should you Invest in Rental Property or the Stock Market?
Thinking about real estate investments in the same terms as any other investment can help you make the right decision to keep your portfolio on track with your long-term goals. ...
26 Apr A Guide for Blended Family Finances
Blending finances as part of a second marriage are critical to ensuring that everyone's needs are met, now and in the future. It can be challenging to initiate these conversations and create suitable structures to implement a plan, but working with a financial advisor who...
29 Mar How the Responsible Investor Approaches Crypto
Here are five questions you should ask yourself before deciding to allocate money toward cryptocurrencies:...
08 Mar Pay off the Mortgage or Invest?
Should I aggressively pay off the mortgage or invest my extra cash instead? If your expected portfolio rate of return is at least 3% greater than your mortgage rate, you should seriously consider investing your extra cash and not accelerating your mortgage payments. ...