The Dow/DuPont Merger: What to Expect
There is little doubt - mergers can be frightening. Below is a list of what to consider, expect, and formulate as you go through what could be a tumultuous few years.
READ MORE...Purchasing a Home: A Guide in 8 Steps
Buying a home can be one of life’s most stressful events. Regardless if it's your first time, or your fifteenth, a little guidance goes a long way in helping alleviate some of that stress.
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Suddenly Widowed: A Financial Guide for When Tragedy Strikes
Sadly, death is a part of life. It's a time of emotional chaos. When faced with the aftermath of tragedy, most of us find ourselves ill prepared. So, what do we need to cover to cope with the fallout of losing a loved one?
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What’s My Magic Number? To Retire that is!
Every retirement plan is unique and asks the age old question: How much do I need to retire? It takes a lot of finesse to devise each individual’s “magic” retirement age and dollar amount.
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Financial Lessons from our Founding Fathers
Discover financial lessons from our Founding Fathers. What financial insight can you learn from Benjamin Franklin?
READ MORE...Roth IRA Conversions: The Single Greatest Legacy Gift You Can Give!
Most Americans dread knowing that the government is eagerly waiting for all those tax dollars you’ve been avoiding for decades. So the question is: how can you minimize taxes paid to the government for you,and your family’s, lifetime, while maximizing retirement income?
READ MORE...Understanding the Four Major Types of Annuities
Annuities can be a complicated animal. There are certainly circumstances where they fit a need in one’s life and so I’d like to take a few moments to educate about the 4 main types of annuities.
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