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News & Updates


5 Ways To Improve Your Credit Score

Let’s get straight to the point, your credit score is a very important part of your financial life. Maintaining a good credit score will help save you tons of money in better interest rates on loans. Here are a few simple ways that you can bump your score up!

Should I Refinance Before I Retire?

I’m in my mid-50s and I’m preparing to retire sometime down the line. I’m wondering if I should refinance my mortgage as part of my retirement planning. Is that a good idea?

Never Compromise on Business Quality

Warren says: "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." Identifying the high-quality businesses from the sea of opportunities on Wall Street can be challenging. But that is exactly what Warren Buffett advises every investor to do.


Moonlighting is the new normal. It seems like everyone has a side hustle or a personal project they hope to someday turn into a business. While this money-making ambition is good for the pocketbook, it can be a little tricky come tax time.

Invest In What You Know

The world of investing is vast and complex. You may be tempted to try your hand at an investment or business you don't fully understand with the rationale that you don't really need to know what's going on to make money from it. Warren Buffett says otherwise.

Walking The Tightrope: Balance Your Portfolio To Keep Your Future On Track

Personal finance is almost always a balancing act. You'll need to strike a balance between spending and saving. You'll want to balance your expenses against your income. You would be wise to make sure the risk and potential reward stay in balance. Most importantly, though, your portfolio will benefit if you keep your investments in balance.

Q&A: Risking It When Investing

Q: My wife is a risk taker and wants to invest in things that aren't really in my comfort zone. I know it's generally considered better to invest where returns are higher, but that also means a higher risk! Is there some sort of middle ground?

Income Versus Growth Investment

What is the goal of your investment? The obvious answer is: to make more money. But that's not incredibly helpful from a portfolio construction perspective. Broadly speaking, there are two overriding investment goals: growth and income.

Boomers Lose Confidence About Retirement

America’s estimated 76 million baby boomers are still coping with the long-term effects of the 2007 financial crisis as they enter or prepare for retirement, a new study commissioned by the Bankers Life Center for a Secure Retirement.