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‘Tis the season to plan ahead

‘Tis the season to plan ahead

December 05, 2019 / Shelby White

‘Tis the expensive season — the holiday season, that is. Between travel, food and gifts, your account balance can drop faster than Santa down the chimney.…

Six predictors of happiness in retirement

Six predictors of happiness in retirement

November 20, 2019 / The Merrill Anderson Company

A study of adult development has been carried out at Harvard for roughly the last century. Three groups have been tracked:…

In the market for a mortgage? Your time may be now

In the market for a mortgage? Your time may be now

November 19, 2019 / David Bimler

Amid ongoing international trade disputes and a weakening global economy, mortgage affordability in the U.S. is improving. In fact, mortgage rates have hit a three-year low since the Federal Reserve slashed the federal funds rate this summer — the first cut since the Great Recession.…

Don’t let love blind you: avoid the online romance scam

Don’t let love blind you: avoid the online romance scam

November 08, 2019 / Ray Wills

You’ve met the perfect match online. The dating app messages quickly lead to texts, then phone calls. Shortly thereafter, your new love arranges plans to meet in person. He asks you to send money to cover his travel expenses.…

A good case for a corporate fiduciary

A good case for a corporate fiduciary

November 05, 2019 / © 2019 M.A. Co. All rights reserved.

As they say in the movies, the following is based upon a true story. Alex was in the market for a boat slip. He found one, owned by a brother and sister…

Is it time to break up with your bank?

Is it time to break up with your bank?

October 28, 2019 / Paulo Oliveira

Breakups can be hard, but let’s face it: Sometimes they’re necessary. If your bank isn’t making you happy, it may be time to start thinking about taking your money elsewhere.…

How to avoid early withdrawal penalties

How to avoid early withdrawal penalties

October 21, 2019 / ©2019 M.A. Co. All rights reserved

To increase the likelihood that tax-preferred savings actually will be used for retirement, Congress included a 10% penalty tax on IRA and 401(k) distributions before the account owner reaches age 59½.…

Avoid these six financial false steps

Avoid these six financial false steps

October 08, 2019 / Christian Merritt

Money makes the world go ’round, and being irresponsible with your finances can leave your world in ruins. But if you avoid these costly blunders, that doesn’t have to be your situation.…

Think twice before buying that new car

Think twice before buying that new car

October 01, 2019 / Matthew Berger

When you’re shopping for a new car, it’s easy to get caught up in the shiniest, newest car to hit the market. After all, some come with high-tech features, like multizone climate systems, heated steering...…

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