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Stop Stalling! Get Started on Your Estate Plan.
Estate plan: Do I really need one?
Read MoreSECURE Act 2.0: How Will Provisions Impact Your Retirement?
Secure Act: Quick bullet points
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1% Moves in S&P 500
If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...
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Income Tax Checklist to Stay on Track
Tax time is upon us. Here is a checklist.
Read MoreJanuary 2023: Retirement Readiness Newsletter
Retirement Readiness - Are you ready?
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Do You Qualify for the Child Tax Credit?
There are no two ways around it: childcare is expensive!
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Income Tax Checklist to Stay on Track
Tax time is upon us and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to help with that...
Read MoreWhy You Should Set Up Your Online Social Security Account
For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are good reasons to set up your online Social...
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"Unretiring" To Stay in the Game
Knowing when it’s the right time to retire can be difficult, especially if you love your job. Even professional athletes have a hard time knowing when to walk away!These athletes thought they were ready for retirement but...
Read MoreStop Stalling! Get Started on Your Estate Plan.
If you’re wondering if estate planning is right for you, it’s important to know it’s not just for the wealthy. Even people with modest assets need a written plan. And right now is a great time to take the next step...
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1% Moves in S&P 500
If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...
Read MoreHelpful Info About Midterm Elections & Market Performance
It is hard to believe we are in the midst of yet another election cycle. With inflation soaring, economic growth slowing, and extremely choppy markets, midterm elections seem like an afterthought. But on Tuesday, November 8th, 435...
Read MoreWhy You Should Set Up Your Online Social Security Account
For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are good reasons to set up your online Social...
Read More6 Tips for Philanthropic Giving
Did you know… with thoughtful, advanced planning, you can extend your legacy of charitable giving beyond your lifetime, creating lasting benefits for the organizations you care about? And if you have a desire to give back to...
Read MoreEstate Planning Myths
Estate planning can be one of the most misunderstood aspects of financial planning, however, it’s a vital part to ensure your assets and family are protected. Unfortunately, common myths convince many they don’t need to...
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October Is Breast Cancer Awareness Month
October brings to mind the beauty of the leaves changing colors and a time to enjoy the colder weather. But October also holds another meaning for millions of people: it’s Breast Cancer Awareness Month.Based on the numbers,...
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The Fed's Inflation Nowcasting Tool
Does waiting 30 days for a government report seem a bit unreasonable? After all, we live in a world of instant messages and real-time quotes. Why should we wait a whole month between updates on the Consumer Price Index to see what's...
Read MoreThe Inflation Reduction Act: What Does It Mean for You?
As you probably heard on the news, President Biden signed the Inflation Reduction Act of 2022 on August 16. Among other things, the legislation includes various initiatives such as locking in the American Rescue Plan health coverage...
Read MoreMind Over Markets – A Behavioral Guide to Investing
When market volatility is headline news and account values start to fall, it’s easy to understand why investors get jittery. Even with a boatload of historical data to support us, in times of stress we all struggle to overcome...
Read MoreA 9.6% COLA increase? It could be the real thing!
Like many Americans, you may be feeling pain from the high cost of living every time you buy groceries or fill up at the pump. Surging food costs and higher gas prices are pinching consumers, especially those living on a fixed income....
Read MoreA Note on Inflation
As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is good...
Read MoreWhy You Should Set Up Your Online Social Security Account
For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are good reasons to set up your online Social...
Read MoreLife Events that Impact your Financial Plan in a Big Way!
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...
Read MoreStagflation: What Is It and Should You Care?
Phew, what a roller coaster we’ve all been riding. There’s so much going on in the world right now, and a lot of it is less-than-happy news. Understandably, most of us have nagging worries about what’s going on in the...
Read MoreTime – Not Timing – Is the Best Way to Protect Gains
Good days and bad days are a fact of life in the market. Sometimes it’s up and we celebrate. But when it dips, we worry…and if it tanks, forget it: the first instinct for most of us is panic, and we wonder if we should just...
Read MoreMind Over Markets – A Behavioral Guide to Investing
When market volatility is headline news and account values start to fall, it’s easy to understand why investors get jittery. Even with a boatload of historical data to support us, in times of stress we all struggle to overcome...
Read MoreUkraine & Fed - When whales fight
Ukraine and Fed moves and what factors could impact stocks next.
Read MoreStay the Course to Your Financial Destination
The stock market has its ups and its downs – it’s a lot like life that way. Another similarity? How you navigate the speed bumps you encounter along the way determines how successful your journey will be.During a round of...
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Income Tax Checklist to Stay on Track
Tax time is upon us and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to help with that...
Read MoreShould you offer a retirement plan?
As an entrepreneur, you may have spent years learning your craft, developing your abilities and growing your business. In fact, it’s probably fair to say that by now, you’re an expert! But unless your business specializes...
Read MoreFebruary 2021: Retirement Readiness
Our newsletter this month features a few facts we think may surprise most folks when it comes to retirement, highlights some uncertainties we all face that can erode our sense of confidence, touches on common mistakes you can avoid...
Read MoreWhen was the last time you updated your beneficiaries?
Insurance: we all hope to not need it, but wouldn’t want to be without it when we do. Car insurance, health insurance, life insurance, home insurance… you and your spouse probably have most – if not all –...
Read MoreQuick Facts About the New Stimulus Package
In late December, Congress passed a $900 billion stimulus package, which included $600 checks to qualifying citizens. We wanted to send along some highlights from the bill which include:Stimulus Payments. The IRS and the Treasury have...
Read MoreNewly Announced IRS Retirement Plan Limits for 2021
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...
Read MoreRe: Pandemics and stock markets (lessons from the 1918 Spanish Flu)
Dear valued client, The pandemic is here and we’ve found ourselves in bear country without enough toilet paper. When markets fall as rapidly as they have over the last few weeks and the country is going into lockdown, it’s...
Read MoreWhat's with the dog?
What’s with the dog you ask? Here is the story. I’ve worked closely with educators for many years, so I understand just how hard it is for you to find time to focus on your retirement. You arrive at school early, leave late...
Read MoreWhat if my account is orphaned?
According to an article written for InvestmentNews that states that many firms have been cutting service to smaller accounts in order to reduce costs, thus creating an orphaned account. Orphaned accounts are accounts that were...
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