Articles Archive

Tax Season Scam Alert

With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring that...

Your Guide to Medicare Planning

Did you know that the total projected lifetime health care costs (excluding long-term care) for the average 65-year-old couple retiring...

Are You an Intelligent Investor?

Considered “the father of value investing,” Benjamin Graham wrote The Intelligent Investor more than 70 years ago, and the principles...

Is Now the Time to Buy or Refinance?

June usually marks the height of the spring real estate market—it’s National Homeownership Month, after all. But this June hasn’t...