Bart Street, CFP

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

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This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

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This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

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This message provides a look at how variable rates of return impact investors over time.

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Are you looking for a balance? Find yours, starting with this video.

Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Breaking Down the Parts of Medicare Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

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This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

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The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

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When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

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Start building your child's financial future today with these key points to know about Roth IRAs.

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Have you heard about the new retirement contribution limits from the IRS? Read about it in our new article.

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Here are eight mistakes to avoid when .

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Over age 50? You may be able to catch-up on retirement.

Catch-Up Contributions Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Investing for Impact Learn how to build a socially conscious investment portfolio and invest in your beliefs.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

The Pros and Cons of an NUA Strategy Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Mortgages in Retirement Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

Qualifying For Medicare Under Age 65 You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Replacing Your Medicare Card Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

The Long Run: Women and Retirement For women, retirement strategy is a long race. It’s helpful to know the route.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Financial Aid for Students 101 Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Advantage Plans (Medicare Part C) Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

Data Breach: Your Security To-Do List This article provides a checklist of steps to take if you experience a data breach.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Reviewing Your Life Insurance Needs Learn how the review process works and how it may help you better understand your Life Insurance.

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

What If Your Kids Decide Against College? Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring Earlier Than Expected? What To Know Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.