Which Digital Payment App Is Right For You?

While paying online has become easier and more accessible over the years, the COVID-19 pandemic took virtual spending to an entirely new level. As more and more people are embracing this type of spending, the payment options are growing.

Schwab Bank Pledged Asset Line® – A Flexible Credit Solution

As a full-service wealth management firm, we provide services for our clients beyond financial planning and investment management. Often times we will assist clients with their banking needs, including loans and lines of credit.

Should You Use Fidelity’s BrokerageLink® Option?

If you are one of the 22 million investors with a retirement plan at Fidelity, you may have access to an option within your plan that could dramatically improve the success of your 401k. Fidelity’s BrokerageLink® option is a self-directed brokerage account within the 401k or 403b plan. In this article, you’ll learn what the BrokerageLink® option is and when it may make sense to take advantage of it.

What Are SPACS, and Should We Invest in Them?

The financial press has generated excitement and controversy over the increase in SPACs (Special Purpose Acquisition Company).

6 Tools to Safely Store Your Passwords Online

How many times have you gotten a reminder to update your password before it expires? Or to make sure your password contains a capital letter, number and symbol? While inconvenient at times, these are some of the crucial steps that come with keeping your personal information safe.

Will Goodson In The News!

Our very own senior financial advisor, Will Goodson, CFP®, recently sat down with a KLTV reporter to discuss the recent round of government stimulus checks. Will discusses how individuals and families can best use these funds for saving and investing, and outlines the key ingredients for long-term financial planning.

Stimulus Checks Are Arriving

One year into the pandemic, individuals everywhere are still experiencing emotional, physical, and economic implications. In an effort to ease the pandemic’s detrimental effects, the federal government has recently passed a third stimulus package called the American Rescue Plan Act.

Scammers Are Getting Smarter: 5 Ways to Spot Them

Scammers: according to the CFA, they’ve recently gotten bolder in their extortion methods, impersonating law enforcement on the phone and even threatening people online.

SECURE Act and CARES Act

Over the last 18 months, Congress implemented two significant bills that have impacted retirement savings accounts. The SECURE Act was a bi-partisan effort directed at improving the ability of American citizens to increase retirement savings. The CARES Act was passed in response to the economic turmoil caused by the Covid-19 pandemic.

Medicare Open Enrollment Begins October 15th

The beginning of fall always brings some much-anticipated changes – cooler weather, leaves changing color, and much more. For Medicare recipients, it may bring some not-so-welcome changes. Each year beginning in mid-October is what’s known as Medicare Open Enrollment. Whether you are new to Medicare or have been covered for many years, this is an important time to review your medical coverage.

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