Making a Financial First Aid Kit

http://www.youtube.com/embed/j1FEYlXOKFY Disaster preparedness is a practical step everyone should take to keep themselves and their family safe during all kinds of emergencies. And while having water, canned goods, and medical…

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Social Security Maximization for Married Couples

http://www.youtube.com/embed/WBt6WVasEKM You may have heard rumors that there were major changes made to Social Security when Congress passed the Bipartisan Budget Act of 2015. While it is true that big…

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How Your Financial Assets Impact Financial Aid Eligibility

http://www.youtube.com/embed/mq6hqj2V_3A The amount of financial aid your children qualify for is heavily dependent on both your assets and theirs. All students interested in financial aid for college must fill out…

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How Financial Advisors Get Paid

http://www.youtube.com/embed/BcFrCd8qYpI We are often asked by clients and prospective clients how we are paid. In general, there are two different payment structures an advisor will have: fee-only and commission-based. Some…

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Bank IRA versus Investment IRA

http://www.youtube.com/embed/83WQ-F2FEws When you open an individual retirement account, more commonly known as an IRA, you need to choose a custodian to hold the account and its underlying assets. Two choices…

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The Dangers of Robo-Advisors

http://www.youtube.com/embed/zXJbpJf6uxA Automation using technology can be a great thing. In manufacturing, packaging and even in our daily lives, automation decreases the time we have to spend completing tasks and often…

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Services for Federal Employees

http://www.youtube.com/embed/lnpQH2jBL6g Attention Federal Employees: Did you know that three of our deaf financial advisors have received specialized training in federal employee benefits? They each have obtained the Chartered Federal Employee…

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Stock Market Commentary – August 24, 2015

http://www.youtube.com/embed/RaGnKqo65FM Last week, the US stock markets experienced a sharp decline with the S&P 500 index* down 5.8% for the week, bringing it down 7.5% from its intra-year high. As…

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How to prevent your Facebook profile from being “hacked”

http://www.youtube.com/embed/RYw65Irz7ig Today we are going to address a different topic than we normally do, and that is the issue of what some people call, “Facebook hacking.” It isn’t truly “hacking”…

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