Protecting your identity has become something everyone should be concerned with. Here are some simple tips to practice and could save you a huge headache down
What is Identity Theft?
Identity theft occurs when a criminal takes your personal information (such as your social security number, address, birth date
Which Tax Records to Keep and Which to Toss
Dear Julia,
I just filed my taxes for 2016 and am planning to clean out my old files. What records should I
The first step in minimizing risk in your investment portfolio is knowing what your investment goals are and making sure your portfolio is aligned with these
If you haven’t already funded your retirement account for 2016, consider doing so by April 18, 2017. That’s the deadline for contributions to a traditional IRA
Five Smart Steps on Student Debt
Know What You Owe. View your federal loans on the National Student Loan Data System at nslds.ed.gov. This site does not
I’ve heard a lot about online robo-advisors recently. What are these and should I be using an online automated advising program or a real advisor?
An online
Welcome to 2017
Happy New Year! As the 2016 holidays fade into the past, the New Year brings new opportunities and a chance for a fresh look at your
2017 Outlook
Everyday, clients ask me what they should expect in 2017. Should I be nervous, excited, scared, worried or hopeful? I respond with yes, all
Charitable IRA Rollover
Q: Dear Julia: Since turning 70 ½ I must take out my Required Minimum Distribution (RMD) from my IRA (Individual Retirement
Investing
Best practices of Smart Investing
Investing is a marathon, not a sprint. The best advice I can give when helping clients invest smarter
Retirement
Thanksgiving Preparation
Another holiday season is upon us! It amazes me that as I get older, the years seem to go by much faster. With
