fiduciary rule

What You Need to Know About the Fiduciary Rule

A quick look at the changes coming for retirement accounts. Rules are changing concerning investment professionals and retirement accounts. In the eyes of many, the change is good. The “fiduciary rule” is going into effect in June. This Department of Labor rule stipulates that any financial industry professional who makes investment recommendations to participants in qualified retirement plans in exchange …

As Anticipated, Interest Rates Rise

The Federal Reserve’s latest policy move corresponds to market expectations. Wednesday, the Federal Reserve raised its key interest rate by 0.25%. That decision surprised no one – at least no one in the financial markets. Hours before the announcement, the CME Group’s FedWatch Tool, which calculates the chance of interest rate moves based on Fed futures contracts, showed a 97.1% …

inherited property

What You Need to Know About Inheriting Property

Over the next 4 decades, Baby Boomers will inherit $27 trillion in wealth, with a big portion of that trillion coming from family real estate. Yes, that’s TRILLION with a T! Would you know what to do if you suddenly inherited property? Circumstances surrounding your inheritance may not be ideal, but it definitely helps to be prepared. Now that the …

Canter Featured in Inc.!

Click here to view the original article! Innovation can play a key role in the success of any company. One of the industries that has proven to be the slowest to innovate is the financial planning industry. Entrepreneurs are currently using innovation to provide younger generations with alternatives to engage in this market. In this article our CEO, Andrew Canter, discusses the 3 disruption trends to watch …

The Road to Refinancing

5 Steps to Refinancing Your Mortgage  Is it time to refi? Download the Road to Refinancing Guide  Refinancing a mortgage means paying off an existing loan and replacing it with a new one. There are many common reasons why homeowners choose to refinance: The opportunity to obtain a lower interest rate The chance to shorten the term of their mortgage …

Women Need to Take Charge of Their Money

Women Need to Take Charge of Their Money Why do so many of us delegate financial responsibilities to others?    Are you one of the growing number of women handling their own finances or do you prefer to leave that aspect of your life in the hands of someone else? There could be a number of reasons why you might …

Your Financial To-Do List

Your Financial To-Do List 8 Essentials to consider yearly Managing your finances can be an overwhelming task, but is critical when it comes to maintaining your financial health.  As your life evolves, so does the extent to which you need to keep track of your financial health. In an effort to make this less of a “to-do” – we have compiled …

The Brexit Heard Round The World

The Brexit Shakes Global Markets  A worldwide selloff occurs after the United Kingdom votes to leave the European Union. A wave of anxiety hit Wall Street Friday morning. Thursday night, the United Kingdom elected to become the first nation state to leave the European Union. The “Brexit” can potentially be finalized as soon as the summer of 2018.1 Voters in …

“I don’t need estate planning…. do I?”

Anyone who has an estate should consider creating an estate plan. Beyond a will which states what you would like to have happen with your assets, an estate plan organizes and provides what is necessary to actually make those things happen. 
What is included in my estate? Yes. Your estate includes everything from bank accounts and retirement funds to jewelry …