18 Dec
December 18, 2019

Slow Down and Pay Attention

We all have hectic lives. From caring for young children, to helping our aging parents, along with balancing a busy career and community commitments, it seems that there is never enough time. However, when it comes to your financial security, it is important to slow down and think about what is important to you.

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04 Jun
June 04, 2019

Since childhood, many of us have set financial goals. Perhaps it was saving for our first bike or an ice cream treat, or simply enjoying our first taste of wealth as it accumulated in the piggy bank. Whether these actions were influenced by our parents attempting to teach responsibility or it turned out to be an innate personality trait, the process of establishing a goal and seeing the fruits of that accomplishment is as important as ever.

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17 Dec
December 17, 2014

If you had the ability to take a refund of your Social Security tax withholding and invest the money yourself, would you do it? What about if the system changed and you were required to contribute your equivalent current withholding to a tax-deferred investment account from the beginning? 

Let’s review question number one first:

Pretend for a moment that you are 22, new to the workforce, and earning $35,000 annually.  The Social Security Administration continues as is during your first 10 years of

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01 Apr
April 01, 2014

Myth or Fact #1: You can only contribute to a 529 plan sponsored by your home state.

Myth. U.S. residents can take advantage of 529 plans available in any state across the country. Though there sometimes can be benefits of contributing to your home state plan, more often than not, the out-of-state choice is much better from a total cost and ease of use standpoint. Even if your home state plan offers a tax incentive for participation, make sure

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27 Mar
March 27, 2014

I read an interesting article this week about a financial advisor in New Jersey that put forth the idea that the age of an advisor and experience level of an advisor are not always synonymous. Being part of the “Millennial” generation, I have to admit I have a bias where this is concerned, but there is definitely some truth in the words he wrote.

Mr. Zagarola contends that individuals seeking a long-term relationship with a financial advisor

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