Planning and Investment Resources

Aticles and Newsletters to keep you up-to-date

We want to keep you informed. We also want to make the process as easy as possible in the fast-paced world of today. Check out the quick links below that allow for easy access from any device. Be sure to visit this page often as the links will be updated thoughout the year.



IRA 101: Know the facts - If you own an IRA, then you should be as familiar as possible with the rules that govern your account.

Stay-at-Home Spouse? Consider a Spousal IRA - An ongoing study of IRA accounts has consistently found that women, on average, have lower retirement savings balances than men





Five Tips to Regain Your Retirement Savings Focus in 2021

Money Market Funds in a Low Rate Environment

Prepare Your Finances for the Next Emergency

Gift vs. Inheritance: Consider the Tax Difference

Take Advantage of Deductions for Business Investments

HOT TOPIC: Revisiting the 4% Rule



NEW! Sequence Risk: Preparing to Retire in a Down Market

NEW! Watch Out for These Financial Pitfalls in the New Year

NEW! New Fed Policy Suggests Low Rates for the Long Term

NEW! When You Can’t Speak for Yourself

NEW! Big Data for Smaller Players

NEW! HOT TOPIC: Pandemic Relief Measures and Your Tax Return