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Financial Education

Financial Planning: Helping You See the Big Picture

June 29, 2015
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Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help you target your goals by…

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Getting the Most from Social Security – Complimentary Seminar

June 9, 2015
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                What are my options? How do I maximize my benefits? What if I am not ready to retire? Are there tax consequences when I draw Social Security? If you or someone in your world has been wrestling with these or other questions relating to Social Security, please…

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Monitoring Your Portfolio

May 27, 2015
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You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually find yourself with a greater percentage of stocks in your portfolio than you want. If…

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Teaching Your Teen about Money

May 26, 2015
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Your teen is becoming more independent, but still needs plenty of advice from you. With more money to spend and more opportunities to spend it, your teen can easily get into financial trouble. So before money burns a hole in your child’s pocket, teach him or her a few financial lessons. With your help, your…

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Getting Started: Establishing a Financial Safety Net

November 25, 2014

In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you’re protected when a financial emergency arises. One way to accomplish this is by setting up a cash reserve, a pool of readily available funds that can help you…

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For Small Business Week, IRS Spotlights Two Webinars

May 13, 2014
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May 8, 2014   WASHINGTON — The Internal Revenue Service is marking Small Business Week, May 12 to 16, by holding two free webinars for small businesses and encouraging them to check out several key tax benefits and a special relief program for employers who reclassify their workers as employees. The webinars will cover payments…

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Designing a Benefit Package for Your Small Business

April 9, 2014
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If you’re a small business owner, you face many challenges in growing your company. One of them is recruiting and retaining the best talent for your needs. When your primary goals are managing costs and increasing revenue, how do you sufficiently entice new recruits and reward current staff members for continually putting their best efforts…

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Teach Your Children Well: Basic Financial Education

April 4, 2013
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Even before your children can count, they already know something about money: it’s what you have to give the ice cream man to get a cone, or put in the slot to ride the rocket ship at the grocery store. So, as soon as your children begin to handle money, start teaching them how to…

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Financial Planning–Helping You See the Big Picture

April 1, 2013
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Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help you reach your goals by…

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Social Security: When Should You Start Receiving Retirement Benefits

March 21, 2013
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are…

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