Insights

Recognizing and Avoiding Scams

Recognizing and Avoiding Scams

Scammers use the internet or telephone to trick millions of people every year into sending money or giving out personal information. In this short video, we talk about how to recognize the basic signs of a scam, as well as diving deeper...

Preparedness Mistakes by Retirees

Preparedness Mistakes by Retirees

Even if you’re set financially, if you’ve ever had that feeling like you’re forgetting something, you’re not alone. Being prepared is more than just the dollars and cents that make up your financial picture. There are other things you...

Money Mistakes Retirees Make

Money Mistakes Retirees Make

You’ve worked hard and found yourself in a position where you’re finally able to retire. Life is supposed to be easier at that point, right? Instead, retirees face a whole host of new issues that they have to address. Whether it’s...

Minimizing Capital Gains

Minimizing Capital Gains

Minimizing Capital Gains The act of investing – putting aside money today and buying an asset like a house, or stock – generally has one main goal in mind – capital gains. Capital gains can apply to any type of asset: a home, a stock, a...

Understanding Capital Gains

Understanding Capital Gains

The act of investing – putting aside money today and buying an asset like a house, or stock – generally has one main goal in mind – capital gains. Capital gains can apply to any type of asset: a home, a stock, a bond and even a...

Gaining Peace of Mind with a Financial Adviser

Gaining Peace of Mind with a Financial Adviser

What keeps you up at night?  What do you find yourself spending more time doing than you wish you had to?  If the answer to either of those questions is related to money, you’re not alone.  A recent Mind Over Money survey by Capital One...