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Tuesday, September 21, 2021

Wouldn’t it be nice if the stock market didn’t have such violent swings in either direction? Especially the dramatic downward plunges - we’d ALL like to avoid those! But the reality is, the markets include a certain...

 

Thursday, September 9, 2021

Fall is here, and it’s time once again for football! After a long off-season, it’s exciting to get back to live games! It’s also an opportunity to examine what the NFL can teach us about the importance of tenacity,...

 

Monday, August 30, 2021

Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently.CNBC reported on findings that place 401(k) accounts at...

 

Monday, August 2, 2021

The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...

 

Monday, July 26, 2021

An important factor I take into consideration when working with clients to determine their retirement goals is the cost of inflation. It may be a hard number to pinpoint exactly, yet ignoring inflation poses a great risk to financial...

 

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Saturday, July 3, 2021

Gear up for the holiday with some history knowledge! The Fourth of July is the perfect opportunity to read up on the Founding Fathers of the United States, a term coined by a speech given by Warren G. Harding in 1916. Here are a few...

 

Thursday, June 10, 2021

The summer is in full swing! June brings us the official start of summer and the longest days of the year, which means plenty of time to enjoy the sunshine and extra evening light. It also brings Father’s Day and graduations...

 

Wednesday, June 2, 2021

You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...

 

Thursday, May 6, 2021

Will your retirement dreams match your reality?That's perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else?For more than 30 years, the Employee...

 

Thursday, April 22, 2021

President Biden has unveiled his $2.3 trillion infrastructure plan; now, the focus turns to how the Administration proposes to pay for all (or some of) the measures. While these plans are still subject to significant change,...

 

Friday, March 5, 2021

As our society continues to become more and more connected digitally, it unfortunately creates a breeding ground for criminal activity as well. The growing pool of personal and financial data being stored and transferred online...

 

Thursday, March 4, 2021

While we all hope its something that will never affect us personally, cancer is a worry to all who are impacted by it. Along with the anguish of being diagnosed with cancer, many patients are also hit with major medical bills for...

 

Wednesday, March 3, 2021

We wanted to send along a reminder that the General Open Enrollment Period to apply for Medicare Part A and/or Part B is January 1 through March 31, 2021. Coverage for those who do enroll will begin July 1, 2021.Most people enroll in...

 

Wednesday, March 3, 2021

Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower.The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined...

 

Wednesday, December 16, 2020

For all the discussion surrounding Social Security – on the news, online, at cocktail parties – there are more than a few obscure features of the program that fly under the radar, and that can impact your...

 

Wednesday, December 16, 2020

Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.For...

 

Monday, October 5, 2020

Autumn is in full swing! I love this time of year because of the ghouls and goblins, the steady roll toward the holidays, and lots of quality time with friends and family. I hope you’ve had some time to enjoy fall football,...

 

Tuesday, September 29, 2020

When you change jobs, it’s critical to remember to create a plan for past employee sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all...

 

Tuesday, September 22, 2020

Navigating the death of a close family member can be difficult to endure. When a loved one is lost, the first thoughts likely won’t be about what to do with their IRA. But for beneficiaries, it is important to make wise...