Financial Planning Focus

I don’t think I will ever use a self-driving car.

Why would any investor want to put money into low-yielding bonds?

Like fashion trends, investment styles tend to come into and out of favor over time. One of the more popular investment comparisons is growth versus value. But what, exactly, is a growth stock, or a value stock?

While it is tempting to think of the yield curve as that length of road before you merge into traffic, in the world of bonds it represents something very different.

The “Blended Retirement System” (BRS) is a new retirement program that impacts those who serve our country in the armed forces. It started on 1 January 2018 and modifies the retirement system that military members have known for decades.

Approximately 30 percent of taxpayers itemize deductions, according to the Tax Policy Center of the Urban Institute and Brookings Institution, and roughly 82 percent of itemizers reported charitable contributions.

As the weather turns from hot and humid to cool and crisp, we often think of things we want to accomplish before the end of the year. Like leaves piling up in the yard, it usually feels like as soon as one item is crossed off your list, it is replaced by three more.

We are pleased to announce a valuable opportunity in early 2019! We are hosting an event related to the latest cyber security trends, including how to protect yourself and your information.

This is actually a trick question. Because every client eventually asks it and every answer is, of course, different. It is our job to make sure that our clients meet and/or exceed their retirement goals, including timing of retirement and desired spending levels.

Approximately 5 million older Americans are financially exploited every year and the financial loss has been estimated to exceed $36.5 billion.