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Successful Financial Future2 (11)

S is for Six Tips to A Successful Financial Future

Let’s talk about ways that will help you control your money instead of letting money control you! Success is about your choices, priorities, values and the development of healthy financial habits. Here six useful tips: Rember the earlier you start the more time for growth on your investments. Do not hesitate to seek the advice of a […]

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DONATIONS ACCEPTED red Rubber Stamp over a white background.

R is for Required Minimum Distributions (RMD) as a Charitable Distributions

In the past, Congress would decide each year whether Required Minimum Distributions (RMD) could or could not be used as a charitable distribution.  However, through the Protecting American from Tax Hikes (PATH) Act of 2015, Qualified Charitable Distribution (QCD) rules have been made permanent. Now you may use a charitable giving strategy as a tax […]

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Forth of July

Celebrate Your Independence!

Let the barbecues, fireworks, and parades begin. As we celebrate this Fourth of July, with family and friends, let’s not forget the reason we are celebrating in the first place! This holiday marks the birth of American independence, and that is something we should never take for granted. Our freedom has been afforded to us […]

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Independent Advisors Outlook Study 2017

Ann Supports the Fiduciary Rule – Schwab Outlook 2017

Independent Advisors Outlook Study 2017

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social security safety

Q is for Quick Tips to Help Keep Your Social Security Account Safe

Today, identity theft is a crime on the rise, with no end in sight, the more technology available, the easier it is to steal others information. The safety of our identity can cause concern, as it can be a costly and stressful threat to our personal lives, and affects millions regularly. But by being on […]

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Parent Plus Loans

P is for the Potential Pitfalls of Parent Direct Plus Loans

  The cost of college has been soaring, and so has the amount of student loan debt. We all want our kids to go to college but at what cost? Let’s talk about the dangers of one student loan in particular “The Parent Direct PLUS Loan.” This specific loan is one that parents should be […]

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Resting on open air

O is for Opt to Save Money on Summer Fun

Summer is once again upon us, and as the temperatures rise many find their expenses rising too. Between children’s summer activities, childcare, day camps, and providing the family with a memorable vacation, your savings account may take a hit. But consider this, the weather in all its glory can help you find lots of outdoor […]

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Online Privacy

N is for Never Neglect Your Digital Imprint

In today’s high tech world we have the ability to gain information, send messages, and shop for goods all with the click of a few buttons. However, every time we search, post or buy we are leaving a digital track which is then data mined by the browser, app or service. This data gives data […]

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hands forming a heart patterned and text happy memorial day

Commemorate Memorial Day

  This year, as we gather with family and friends to enjoy a Memorial Day barbeque and the start of summer, let’s take the time to reflect and honor the men and women who sacrificed their lives while fighting for our freedom as well as for those who continue to fight. Here are a few […]

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money habits

M is for Money Habits for a Lifetime and How They Affect Retirement.

We all have “money habits, ” and most have specific practices to help us acquire what we believe will bring the happiness we desire. The ultimate goal for many is to save enough during our working years to enjoy retirement. Have you considered what happens when we go from working and saving to retirement and […]

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