Keeping you informed

Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.

Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.

An IRA or individual retirement account offers different tax advantages. Even if you are already contributing to your employer’s retirement plan it may be beneficial to also contribute to a Traditional or Roth IRA as well.

We can’t discount the impact biases play, even if we’re not aware we have any. Another favorite sketch shown above from Carl Richards of Behavior Gap illustrates that how we behave has the greatest impact on our performance. In the investment policy and risk awareness questions that we require all clients to complete, we ask a few behavioral finance questions that help us understand how a client will react, or what will stress them out as they watch their balances grow or decline. What are your expectations, regrets or aversions? Are they realistic, and what will you do if these expectations do or don’t come to fruition?

Below is a news release from the IRS delaying tax filing and payment dates for 2020 until May 17, 2021. This means that you can also contribute $6,000 ($7,000 if you are over 50) to a Roth or Traditional IRA and have it count for 2020.

Cyber criminals do not discriminate, and the threat is present in almost every facet of our daily life. No matter your age or life stage, it is vital that you keep your information secure. Here are some action steps that you can take today to ensure that you stay safe on the internet.