Broker Check

Blog

Wednesday, February 1, 2023

Congress passed SECURE 2.0 as part of the fiscal 2023 spending package. This bipartisan retirement security legislation could present opportunities for your retirement savings strategy.

 

Tuesday, January 3, 2023

Each year, many of us focus on our financial health by resetting goals and checking off items on our financial to-do list. Attempting to implement everything at once can be overwhelming but a month-by-month approach may help you plan...

 

Tuesday, January 3, 2023

Download and Print our 2022/2023 Tax Season at a Glance Guide.

 

Tuesday, January 3, 2023

Practicing meditation is all about finding inner peace and investing in the wellness of your mind, body, and spirit for a few minutes each day. It’s important to take the time to focus on nothing but your breathing, forgetting...

 

Tuesday, December 6, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets...

 

Show All

Tuesday, December 6, 2022

It’s that time again: the chance to put yourself first and make realistic goals for the year ahead. While it seems like you can only focus on one aspect of your health at a time, that’s not the case. The following...

 

Tuesday, December 6, 2022

Shifts in tax brackets as well as the standard deduction slated for 2024.On October 18, 2022, the Internal Revenue Service (IRS) announced tax year 2023 adjustments for tax returns filed in 2024.From the IRS directly...

 

Monday, December 5, 2022

It’s hard to believe we are already approaching the end of another year, and holiday season will soon be here. Since holiday spending doesn’t include just gifting, it’s essential to set your budget now. You may likely...

 

Monday, November 7, 2022

The fourth quarter holidays are often seen as one of the prime times to take out your checkbook — not only do many charities put in extra efforts helping others this time of year, but donating is also a smart financial move....

 

Monday, November 7, 2022

The S&P 500 does best when one party controls Congress and the WH too.The 2022 Midterm Elections will feature hundreds of hotly contested races at the state and local level and will decide whether the Democrats maintain – or the...

 

Friday, November 4, 2022

Year-end is approaching and being prepared is the best way to make this tax season your easiest yet. Following are important information and tools to help you get ready.\ As always, meeting with us early and often will ensure your...

 

Wednesday, October 19, 2022

It was yet another fantastic evening, appreciating current clients at Legacy One Financial. Hosted by Gaea Verneris at Legacy One Financial and Jason Van Duren at Bluerock Investments, guests got to sip delicious wines at the New Deep...

 

Tuesday, October 4, 2022

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...

 

Tuesday, October 4, 2022

Those turning 65 this year have a 7 in 10 chance of needing long-term care (LTC) at some point.1 With the cost of a private room in a nursing home now topping $100,000 per year, the thought of paying this — or for a loved one...

 

Monday, August 8, 2022

Life insurance has many uses, including income replacement, business continuation, and estate preservation. Long-term care insurance helps provide financial protection against the potentially high cost of long-term care. If you find...

 

Monday, August 8, 2022

Everyone has a choice to make when they wake up in the morning. Will today be a good day or a bad day? A “good day” all starts with positive thinking. A negative mindset translates into bad thoughts that will adversely...

 

Thursday, July 21, 2022

Although some estimates show that 15 to 20% of all financial professionals are women, there is a growing demand for females in the financial services industry.1 In America, women control about $14 trillion in assets. A female financial...

 

Thursday, July 21, 2022

Regardless of what you do or how much you earn, you deal with money on a daily basis. The more you understand about finances, the more effectively you will be able to manage yours.Yet, many people lack financial literacy skills. One...

 

Thursday, July 21, 2022

Investing for your retirement isn't about getting rich quick. More often, it's about having a game plan that you can live with over a long time. You wouldn't expect to be able to play the piano without learning the basics and...

 

Tuesday, July 12, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

 

Monday, June 13, 2022

The "sandwich generation" is the descriptive term for adults generally between the ages of 40 and 59 who are raising a minor child (or supporting a grown child) while also caring for a retirement-age or older parent. With financial...

 

Monday, June 13, 2022

Social wellness refers to the relationships you have and how you interact with others. It involves building and maintaining positive, supportive relationships and fostering meaningful connections.If you prioritize becoming socially...

 

Wednesday, May 18, 2022

 

Wednesday, May 18, 2022

 

Wednesday, May 18, 2022

 

Wednesday, April 13, 2022

 

Wednesday, April 13, 2022

 

Wednesday, March 16, 2022

 

Wednesday, March 16, 2022

 

Wednesday, March 16, 2022

 

Monday, February 14, 2022

 

Tuesday, February 1, 2022

 

Thursday, January 20, 2022

 

Thursday, January 20, 2022

 

Tuesday, December 28, 2021

 

Monday, December 20, 2021

 

Friday, November 19, 2021

For many Americans, the countdown to the holiday season means one thing: winter sports. Skiing is a popular hobby, and for good reason. When else can you take in all of Old Man Winter’s glory as you fly down a mountain? Not only...

 

Friday, November 19, 2021

For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your...

 

Friday, November 19, 2021

With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to...

 

Friday, October 22, 2021

Long-term care insurance is a type of insurance that covers the costs related to long-term, chronic health concerns. It may cover things that traditional health insurance does not cover, such as personal care services. If you have a...

 

Friday, October 22, 2021

It may be easy to forget we're nearing the end of the year. Even during the busy end of year rush, it's a good time to reevaluate your 2021 finances and turn an eye toward 2022. What can you do now to potentially improve and streamline...

 

Wednesday, September 15, 2021

One of the most important pieces of the college financing puzzle is the Free Application for Federal Student Aid (FAFSA). Without the FAFSA, a college student is unlikely to be able to apply for or receive certain types of federal...

 

Wednesday, September 15, 2021

In 2013, a Gallup poll found that only about one in every three U.S. households maintained a budget.1 A 2021 survey of 1,000 Americans found that 80% now say they have a budget.2 Americans are budgeting more due to the pandemic....

 

Sunday, August 8, 2021

September 22nd is American Business Women's Day, and it may be the perfect day to celebrate women who have surpassed the glass ceiling and gone on to be leaders and inspirations for businesswomen everywhere. In honor of American...

 

Monday, July 26, 2021

2020 was one of the most disruptive years ever for the U.S. job market, almost as significant as the unemployment during the Great Depression in 1933 and surpassing joblessness during the Great Recession from 2006 to 2008. Many...

 

Friday, July 2, 2021

Though U.S. taxpayers received an extra month to file and pay their federal income taxes in 2021, some are still smarting from having to write a check to the IRS.[1] For many, it can be tough to make the connection between those...

 

Friday, June 25, 2021

For many parents, COVID-19 restrictions resulted in a double-whammy of adjustment both professionally and personally. Along with managing the new normal in their jobs, parents became teachers, tutors, and counselors as they helped...

 

Thursday, June 3, 2021

From opting for metal or rubber straws in lieu of disposable ones to saying goodbye to a daily commute by working remotely, sustainable living is a hot topic for many households. But living a more sustainable life isn't just good for...

 

Tuesday, May 25, 2021

The United States is filled with natural beauty, which can be enjoyed by visiting one of the many parks throughout the country. From forests to canyons, waterfalls to mountains, you can find a park that has what you are looking for....

 

Sunday, May 16, 2021

Graduation from college is an exciting time for many and signals the start of student loan repayment. If you are a recent graduate, you may have a co-signer on your student loan. If you are a parent or family member that is a co-signer...

 

Wednesday, May 12, 2021

Insurance should be part of everyone’s plan – and it should evolve too Young adults starting out in life, especially newlyweds, need insurance. But what kind? As a start, a good term life policy likely is a smart move....

 

Monday, May 10, 2021

A 529 plan is a state-sponsored tax-advantaged plan designed for saving for future education expenses authorized by Section 529 of the Internal Revenue Code. If used for education, the assets grow tax-free. According to the College...

 

Friday, April 23, 2021

If you're a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans....

 

Thursday, April 22, 2021

Forty-four percent of American women are the primary breadwinner in their house.1 Yet only 10% of women feel very confident in their ability to fully retire with a comfortable lifestyle.2 Although more women are providing for their...

 

Wednesday, April 21, 2021

With so much going on in the world today—from a global pandemic through economic hardship—it comes as no surprise that many people have recently found themselves under heavy financial stress. Whether it is due to the loss...

 

Sunday, April 18, 2021

In a recent survey, 74% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? To answer that question requires an...

 

Thursday, April 15, 2021

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...

 

Tuesday, April 13, 2021

When you die, what will happen to your retirement plan benefits? In general, your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form. Your benefits will generally be subject to...

 

Wednesday, April 7, 2021

While many people often think of only their physical health needs when evaluating health insurance plans, the Affordable Care Act (ACA) requires all plans that are sold on the individual or family health insurance marketplaces to...

 

Thursday, April 1, 2021

Too many people just don’t have it, but your financial professional can help April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing and maintaining...

 
;