Broker Check


What’s on our mind? Whether it’s ideas from the investment services world, or concepts from the financial industry, you can read about it here. Once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Tuesday, October 25, 2016

The Great Turnaround: Late-Stage Retirement Planning What the 1980 U.S. men’s Olympic hockey team can teach us about late-stage retirement planning. It was February of 1980, at Madison Square Gardens during the height of the Cold...


Monday, September 26, 2016

Click to read this week's commentary: "Saving Money on Healthcare"


Monday, September 19, 2016

Click here to read this week's commentary about high-net-worth Americans


Tuesday, September 6, 2016

Click to read this week's commentary: "Who Needs Life Insurance?"


Monday, August 29, 2016

Click to read this week's commentary: Are You Underestimating These Expenses?


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Friday, August 26, 2016

Traditional pension plans are most commonly available to employees of federal, state, or local governments, and their agencies. Most private employers have converted to 401k plans, but some still offer them, particularly for long-time...


Wednesday, August 24, 2016

A debate has been ongoing for many years about the merits of active management vs. passive investing. Many people are convinced that one or the other of these approaches will produce superior results over time, at a given risk level....


Monday, August 22, 2016

In Sickness, In Health, In Retirement


Tuesday, August 16, 2016

Weekly Commentary, August 15, 2016 Choosing an Executor


Monday, August 8, 2016

Weekly Commentary, August 8, 2016 Going Back to School in Retirement


Monday, August 1, 2016

Weekly Commentary, August 1, 2016 Your Social Security Checks May Be Lower Than You Think


Tuesday, July 26, 2016

Weekly Commentary, July 25, 2016 Financial Drawbacks of Remarrying Later in Life


Monday, July 18, 2016

Weekly Commentary, July 18, 2016 Financial Benefits of Remarrying


Monday, July 11, 2016

Weekly Commentary, July 11, 2016 How Student Debt Impacts Retirement


Thursday, July 7, 2016

Weekly Commentary, July 7, 2016 Protecting an Aging Parent from Fraud


Monday, June 27, 2016

Weekly Commentary, June 27, 2016 Market Volatility Following Britain’s Vote to Exit EU


Wednesday, June 22, 2016

June Is Alzheimer’s & Brain Awareness Month


Monday, June 13, 2016

Weekly Commentary, June 13, 2016 Could Your Children Be on the Hook?


Tuesday, June 7, 2016

Weekly Commentary, June 6, 2016 The Fastest Growing Crime Just Got Worse


Wednesday, June 1, 2016

Weekly Commentary, May 31, 2016 Growing Your Retirement Funds Faster


Monday, May 23, 2016

Weekly Commentary, May 23, 2016 Standing Tall Against Terror


Thursday, May 19, 2016

Weekly Commentary, May 16, 2016 Retirement Savings on the Rise


Tuesday, May 10, 2016

Weekly Commentary, May 9, 2016 Money Mistakes Anyone Might Make


Tuesday, May 3, 2016

Weekly Commentary, May 2, 2016 Heir to the Throne? Prince’s Estate in Limbo


Monday, April 25, 2016

Weekly Commentary, April 25, 2016 Retirement Plans for the Self-Employed Business Owner


Tuesday, April 19, 2016

Weekly Commentary, April 18, 2016 Tax Freedom Day Approaches


Tuesday, April 12, 2016

Weekly Commentary, April 11, 2016 National Financial Literacy Month


Monday, April 4, 2016

Weekly Commentary, April 4, 2016 Recordkeeping Guidelines


Monday, March 28, 2016

Weekly Commentary, March 28, 2016 Avoid These Medicare Mistakes


Monday, March 21, 2016

Weekly Commentary, March 21, 2016 Social Security in 2016


Wednesday, March 16, 2016

Weekly Commentary, March 14, 2016 Preparing for Career Opportunities


Monday, March 7, 2016

Weekly Commentary, March 7, 2016 National Consumer Protection Week


Monday, February 29, 2016

Weekly Commentary, February 29, 2016 Things to Know if You Inherit a Retirement Account


Monday, February 22, 2016

Weekly Commentary, February 22, 2016 America Saves Week


Tuesday, February 16, 2016

Weekly Commentary, February 15, 2016 Focus on Long-Term Care alternatives for Boomers


Tuesday, February 16, 2016

Weekly Commentary, February 1, 2016 Focus on January market volatility


Thursday, January 28, 2016

Choosing financial advisors is among the most important financial decisions that you will ever make. The professionals that you decide to work with will be in a position to influence critical investment and planning decisions, and the...


Wednesday, January 27, 2016

January 25, 2016 Focus on Health Savings Accounts (HSA's)


Wednesday, January 27, 2016

Weekly Commentary, January 18, 2016 Focus on Hybrid Long-Term Care Insurance Policies


Wednesday, January 27, 2016

When you need help with financial decisions, how can you determine which financial advisor will best meet your needs? A wide range of people, including employees of banks, credit unions, insurance companies, and brokerage firms,...


Tuesday, January 12, 2016

Weekly Commentary January 11, 2016 Staying the Course In a Choppy Sea


Tuesday, November 17, 2015

If you’re like me, getting older has brought with it the quicker passage of time, and a handful of new aches and pains. What hurts more than the occasional morning stiffness is witnessing cherished friends or family members fall victim...