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Blog

Insights into Market Volatility

As many of you know, we have been calling for a correction in this overheated market for some time now … and the market volatility of the past few days shows that no one can really time these events. We recently uploaded two Dimensional videos by founder David Booth. These brief videos may be reassuring to investors at this time.

REAL ID Compliance Delayed Until 2021

by Amy Thompson

Planning for Retirement … and How Not to Fail

by Amy Thompson

Knowledge Is Power

by Carolyn Walder

Good News You Can Actually Use!

by Carolyn Walder

“Your choices of action may be limited—but your choices of thought are not.”  

—Esther Hicks, Motivational Speaker and Author

From an Investment Standpoint, Don’t Sweat COVID-19

by Carolyn Walder

The SECURE Act … What does that mean?

by Diana J. Batchelor

Congress passed some meaningful and significantly impactful tax legislation as it recessed for the holidays in 2019. In one of the new laws, passed on December 19, you will find the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).

It’s a New Year, a New Decade … Are Your Finances Ready?

by Carolyn Walder

Many folks have probably read some version of the “2019 Year-End Checklist” that you need to consider for your finances. Well, this blog is going to take that one step further! While it is good to review these checklists to see if you have done what you wanted to accomplish this past year, it is much more helpful to start off the new year examining what you want to accomplish in the New Year so you have time to plan and schedule these events instead of frantically running around at the holidays! Here are some areas that you should consider …

Mental Health and Financial Awareness

by Donna Reid Washington, MHS, LPC, AbD

“The most important investment you can make is in yourself.”  —Warren Buffett

As we approach the holiday season and the end of the year, keep your financial and mental health in mind. Though easier said than done, try to minimize stress where you can.

Powers of Attorney and Other Representative Documents

by Carolyn Walder

As many of our clients know, we have been harping on the importance of estate planning and the need for more than just a Will. However, did you know that a properly prepared and executed estate plan may not be enough? Consider your Power of Attorney: even though you (the Principal) may have a Power of Attorney (POA) drafted to enable another person (your attorney-in-fact or AIF) to take care of your financial affairs when you are unable to, certain government agencies and financial institutions insist on more to enable the AIF to execute his or her duties! This blog discusses those situations and gives you the tools to enable you to be completely prepared!

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