Articles, News, and Related Information

 Summer Vacations & the Allure of Timeshares

Vacations during the summer months might have you thinking about timeshares for resorts in places like Florida or Mexico. They seem like a fun idea for a winter vacation in the sunshine, as well as a good deal financially. They are neither.

Like Groundhog Day

One of the biggest problems with tim...

 Your Personal Debt Ceiling

The U.S. has not been debt free since 1835 – should you be debt free?

The National Debt

If you spend more money than you make, you are in debt. When the federal government spends more money than it collects, it is in debt. It really is that simple.

  • Debt Held by the Public = $16.17 trillion
  • I...
A Quick Look at Life Insurance Needs

Have you ever wondered how much life insurance is “enough”? One general rule of thumb says that you should buy an amount equal to five to seven times your annual income. Sure, it may be a reasonable guideline, but this method does not relate life insurance needs to your personal financial goals.

 How to Help Aging Parents

Financial capacity – the ability to manage your finances in your own best interest – involves everything from paying bills to reading a brokerage statement and weighing an investment's potential risks and rewards. And preparing for the potential decline of that capacity is as important as planning f...

 Quarterly Market Commentary Q2 2019

Markets Continue to Set Records in the Second Quarter of 2019

Stock markets in the U.S. and mostly around the globe turned in a good second quarter, which when combined with a good first quarter, created fantastic YTD returns for investors. In fact, the returns were historic, especially for the la...