With more than 95% of American workers currently covered by Social Security, there are some things about this massive retirement program that you should probably know. If you’re still in your forties or fifties, you can probably wait a few years to learn the intricacies of Social Security, but if yo...

Disability Facts

by Mathew Turnbow on
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While many of us actively plan for retirement, only a small fraction of American workers actively plan for the possibility of becoming disabled. Before you decline to purchase a short-term or long-term disability plan, consider some of these facts:

  • More than 375,000 Americans become totally disable...

Why Financial Advisors Are Still Necessary

by Mathew Turnbow on
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The rising popularity of robo-advisors has some in the industry wondering whether this is the beginning of the end for financial advisors.

In reality, robo-advisors have been able to do something that traditional financial advisors have not; get those with limited resources to begin creating a port...

Planning your Estate

by Mathew Turnbow on
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Accepting one’s own mortality is a tough pill to swallow. As such, estate planning can be a morbid topic that lingers in the background of our lives ominously. Nobody wants to plan for their own death! However, the repercussions your family will face are dire if you delay preparing for the unforesee...

Tax Planning Basics

by Mathew Turnbow on
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For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

Basic tax planning starts with your AGI...