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Blogs

David Maynard | Jan 31, 2023

Advantages of Rolling Over Your 401(k)

Retirement

A 401(k) rollover is when you move your 401(k) account into an IRA. When you change jobs, you can rollover your 401(k); sometimes companies will allow you to do

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Hand holding a page with several charts on it
David Maynard | Sep 22, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
David Maynard | Aug 17, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
David Maynard | Jun 28, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
David Maynard | May 10, 2022

Talking to your Aging Parents about Finances

As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Elderly woman doing yoga in a park
David Maynard | Apr 29, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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David Maynard | Mar 15, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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David Maynard | Feb 24, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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David Maynard | Feb 10, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Grandmother and granddaughter knitting together
David Maynard | Dec 13, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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David Maynard | Dec 8, 2021

Medicare in 2022: What You Need to Know

Medicare premiums are increasing in 2022. Here are the changes to be aware of.
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David Maynard | Nov 27, 2021

Social Security Administration Scam Alert

Retirement
Retirement Planning
Social Security

Recently, the Social Security Administration emailed a scam alert to remind people that if you receive a call, text, or email that:

  • Threatens to suspend your
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