What’s smarter – paying off debts or investing?

It probably doesn’t happen as much as you’d like, but you may occasionally have some extra disposable income. For example, perhaps you have recently received, or will soon receive,...

New tax laws make 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 tax return. New tax laws,...

Can the Markets and Economy Maintain Momentum || Thomas Callaway

The current bull market, which is nine years in the making, ranks as the longest of all time This persistent upward trend has eclipsed the market climb that spanned...

Tax reform changes that may impact your small business

For small business owners, managing the bottom line of their company is often a top priority. If you operate a business of any kind, it’s important to understand the...

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 that your efforts can have...

Five common Social Security questions answered

There’s no question that Social Security is a cornerstone of retirement income for many Americans. Yet, deciding when to take Social Security benefits is something that many people struggle...

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 your portfolio because of risks...

How to help your kids pay for college

It’s still summer, but we’re getting close to a new school year. One day, though, “back-to-school” will mean “off to college” for your children. Will you be financially prepared...

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 Company Institute, a trade association...

Help protect vulnerable family members from scam artists

If you have older family members whose cognitive functions or decision-making abilities have declined, or who are lonely or recently widowed, you might need to help protect them against...

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