Discover more about the prudent tax strategies you can employ now to reduce your tax liability and the approach of our Bradford Financial Center financial advisors in structuring your finances to take advantage of smarter tax strategies.
Whether this year made you rethink your career focus or you're looking at early retirement due to company downsizing, planning for retirement faster than you expected means planning for what's next. Explore how to readjust your retirement plans.
As we wind down a crazy year, it's time to think about how you can pay off your debt to better position yourself for the new year ahead. This video can help you pay off debt faster.
This can be an uneasy time wrought with anxiety and stress. But there are some things you can do to stay focused, deploy your resources and prepare for what's next. If you need immediate help during this pandemic, please reach out to emergency resources or call 911.
Americans turning age 65 today have nearly a 70% chance of needing some type of long-term care services in their remaining years. Learn how to plan for this life stage to be prepared.
F.I.R.E. movement is a retirement strategy gaining traction among younger investors who are aggressively saving to be able to retire in their 30s and 40s. It stands for Financial Independence Retire Early. Learn how it works.
There’s no two ways about it – the COVID-19 pandemic has been a historic moment around the world. From the financial markets to our daily lives, many of the norms we took for granted back at the beginning of the year have been shaken up. Given the unprecedented nature of this disease’s impact on society, it may feel difficult to predict what a post-COVID-19 investing market will look like.
September is Life Insurance Awareness Month! #LIAM It's a good time to learn more about life insurance and understand how keeping it in retirement can be a good idea.
Preparing for COVID-19's second wave means safeguarding your investments. Review these five ways to protect your finances in the event of a second wave of a Coronavirus outbreak.
With CARES Act provisions available for accessing retirement funds, is now the right time to take a withdrawal or loan from your 401(k)? Like any financial move, understanding the implications on your retirement funds and taxes are important. Let's dive in.
The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to online learning. Many people were laid off and furloughed with no financial backup plan. And now we’re facing the tough decision of whether to send our kids back to school in the fall. If you have a child starting or going back to college, there are so many factors...
Considering stocks and investment management on your own? A financial professional's utility is far greater than your capacity to manage your own finances, regardless of how well you think your do-it-yourself approach is working. Check out why...
