If You’re Not a U.S. Citizen, Make Sure You Know These Financial Planning Facts

While immigration reform is a hot topic, the U.S.

Yep, it’s that time of year again. Time to start thinking about 2016. Time to start thinking about your 2015 finances, and time to start planning for 2016 taxes.

Interest rates have been low for a while now. When rates have been this low for this long, it’s easy to get complacent.

Variable Annuities - The Basics

People often ask me about variable annuities. They’re a little bit different than other types of investments in a few important ways.

As we move through life we confront different challenges as we age. Here are a few common financial challenges for each decade. How well do these profiles match with your life stage?

Puerto Rico’s Debt Problems

Puerto Rico's debt problems have regained some prominence in the news this past week, as the Commonwealth’s Governor Padilla asserted in a recent speech that they are

The Greek situation has escalated over the past couple weeks, causing investors some concerns. We want to briefly address those concerns and provide our insight into the situation.