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How to deal with volatile markets as you approach retirement

Retirement is an important milestone that often comes after years (or decades) of careful planning. For those who’ve saved diligently and are nearing the...

RE/MAX 3D Real Estate announces new realtor || Lyndsey Sutton

Officials with RE/MAX 3D Real Estate are excited to announce their newest REALTOR to RE/MAX 3D Real Estate. "Please help us welcome Lyndsey Sutton," officials...

New tax laws may change how you approach your tax return || Thomas Callaway

As 2018 winds down, it’s time to think about if and how you may be able to reduce the taxes owed on your next...

Labor Day – You can work to become a better investor

Next week, we observe Labor Day, a holiday to honor all the hard-working people in this country. As one of them, keep in mind...

Educating your adult children on the importance of saving for retirement

As a financial advisor, I spend my days helping people plan for and achieve their financial goals. Many of my clients are parents who,...

Now could be the time to put your excess cash to work

You’ll always want to base your investment decisions on your own needs and goals. But there may be times when you might consider adjusting...

Four tips for combining finances with your partner

As a relationship grows, working toward goals together may become more of a financial priority. If you’re ready to move to the next phase...

What should you do with an inherited IRA?

Individual Retirement Accounts (IRAs) are quite popular. At the end of 2017, investors owned nearly $9 trillion in IRA assets, according to the Investment...

Saying ‘I Do’ might mean ‘I Can’t’ for Roth IRA

June is a popular month for weddings. If you are planning on tying the knot this month, it’s an exciting time, but be aware...

Seven ways to save for retirement if you divorce later in life

Ending a marriage can be emotional and full of decisions or challenges at any age. When couples over age 50 divorce, they often face...

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