Author: News Room

A mid-year financial check-in is a review of your budget, savings, debt, income, and financial goals halfway through the year.…

Team Name: Musgrave Dunn & AssociatesFirm: Merrill Wealth ManagementSenior Members: Travis Musgrave, Timothy Dunn, Valerie MarshallLocation: Lexington, KYTeam Custodied Assets:…

Team Name: Merritt Point Wealth AdvisorsFirm: Wells Fargo AdvisorsSenior Members: Jason Andrews, Beth Cutler, Ross BauerLocation: Old Greenwich, CTTeam Custodied…

Team Name: The Willenbrock GroupFirm: UBS Wealth ManagementSenior Members: Tad Willenbrock, Elizabeth Willenbrock, Scott AnselLocation: Denver, COTeam Custodied Assets: $770…

Turning 50 could cause you to take another look at your retirement savings. If your balance is lower than expected,…

Smart Back-to-School Shopping Tips That Save Money Buy only what your child needs for the first week or two, then…

If you’ve retired and receive Social Security as your main source of income, you may be unsure whether you still…

If you’re retired, every tax deduction can make a difference, especially when you’re living on a fixed income. Americans age…

The IRS generally gives you 10 years to empty an inherited IRA, but that flexibility can work against you. Waiting…

Summer is ending soon, and a new school year is fast approaching. It also brings expenses like clothes, shoes, and…