News & Insights

How to recognize and protect yourself from financial abuse

When most people talk about abuse in relationships, they are referring to physical or emotional abuse. However, there is another type of abuse that is not discussed in the spotlight as much as it should be: financial abuse. Financial abuse occurs when one member in a relationship controls the other’s access to money and the […]

Why you should use cash when charitable giving in 2020

Charitable giving is beneficial for everybody. Not only does giving benefit the recipient, but it benefits the giver who can receive a tax deduction. Not to mention the psychological benefits of giving as well. Charitable giving in 2020 may raise some question marks because it has been a volatile year for finances. However, the CARES […]

Which is more important: paying off debt or investing?

Most people want to save money to have financial security in the future, but achieving this looks different for everyone. Some people have a lot of money to invest. Some people have a lot of debts they need to pay off. Some people have both.  This leads to the dilemma that many people with extra […]

What is tax-loss harvesting and why do you need it?

There are rules when it comes to tax-loss harvesting. As long as you follow them you will be within legal rights to lower your tax liability. We're sharing tips to reduce your tax burden.

Investing in 2020: Is now a good time to get started?

One of the best ways to grow your finances for the future is to invest, but with all the turmoil of 2020 and a volatile stock market, you might be wondering if investing in 2020 is wise. The stock market has been in a period of recovery for a few months now, but with the […]

How a financial advisor can help you save your first million

There is a reason why everyone is not a millionaire. Of the roughly 330 million citizens of the United States, only 18 million of them have $1 million or more. Saving $1 million is no small task, and if this is your goal, these numbers can be discouraging. However, while saving $1 million is challenging, […]

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