The stock market has basically risen for the past decade. Are you concerned that a correction could negatively impact your retirement accounts? One way to hedge the traditional investments in your po... Read More
“Save more and spend less” has been one of the top five New Year’s resolutions every year. So, it’s a safe bet one of yours for 2020 will be financial-related. Unfortunately, according to the researc... Read More
Have you been asked to serve as the trustee of a trust for a family member or friend? Or, are you in the process of determining who would be the best person to act as your trustee? Either way, it’s...... Read More
It’s May in Indy and the sound of revving racecar engines signals good times to come. But try to keep your spending under the yellow flag. Overspending on credit cards during the festivities could ...... Read More
If your family includes a pet or two, you'd probably do anything to keep them safe, healthy, and happy. But what if your pet was diagnosed with a treatable cancer? Would it be a medically...... Read More
Do you have a child who’s headed to college - or maybe already attending? If there was a financial intelligence exam, you would want your student to ace it! Help your student develop good money m...... Read More
Sounds absurd, doesn't it? However, young children are prime targets for identity theft. Experian estimates that one of every four children will fall victim to identity theft before age 18. How doe...... Read More
Think you don't need a will? Think again. A will isn't just about dividing your assets, it's also about who cares for your children. If you don't want a court to make these decisions for you, draft...... Read More
Last year was the best year for existing home sales in 11 years according to the National Association of Realtors. That's quite an enticement for many homeowners to put their house on the market an...... Read More
Inheriting an IRA can be a blessing. Dealing with the IRS distribution rules can be a headache. Understanding your options will allow you to avoid unnecessary penalties. If you are the beneficiary...... Read More
