By Brandon Miller, CFP If you’re in or nearing retirement, you’re likely thinking about it as a time to relax, check items off your bucket list and enjoy what you’ve…
By Brandon Miller, CFP What’s the best route to acquiring a new and reliable set of wheels? Choosing the make and model of the vehicle you wish to drive, as…
(Editor’s Note: We know that many of you, like us, are working longer hours, spending more time in traffic, and doing all that you can to make ends meet. Selecting…
What comes to mind when you think of creating a budget? For many people, even the thought of putting one together is unappealing. However, there’s another more positive way to…
The United Kingdom’s decision to leave the European Union (EU), following a referendum known as “Brexit,” was the latest test for investment markets worldwide. The immediate market reaction was decidedly…
Do you dream about retiring in another country? It is an intriguing option for some who feel like they are ready for a new experience to go with the freedom…
What does it mean for investors when a city, country or territory declares bankruptcy? When placed in the context of the thousands of government entities in the U.S., it is…
Giving to charity is an important financial priority for many people. Most often this takes the form of donating cash or material goods to a favorite nonprofit. A less common…
When the Fed raised short-term interest rates in December, did you feel obligated to buy, sell or change your investing strategy solely on that knowledge? The urge to make an…
Your 2015 tax return isn’t due until April of 2016, but now is the time to consider your options for tax planning. Many of the tax-saving moves you can make…
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