Financial News
Whether you do business with us now, never, or are considering it one day in the future, our belief is to share and help everyone grow. Whether in the business life as well as personal, we hope you enjoy these articles and find value within.
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Option 2 – ALL Posts – Searchable
For most of us, the words “bank failure” immediately trigger the same recent memory: the financial...
On December 23, Congress passed the Consolidated Appropriations Act of 2023. This is what’s known...
As you probably know, there is a lot of uncertainty about our economy today. Many economists have...
As Halloween approaches, our thoughts turn to carving jack-o’-lanterns, trick-or-treating, haunted...
Recently, an acquaintance came to me with his most recent 401(k) statement. He was, quite...
You’ve probably noticed the volatility wreaking havoc in the markets over the past few weeks. To...
Three Things to Know About Bear Markets After two years, the bear is back. That means it’s time...
If I wanted to see if it was raining in, say, Zimbabwe, all I’d have to do is load my favorite...
On Monday, June 13, investors began the week by digesting a new spate of bad – albeit familiar –...
In a recent survey by the American Psychological Association, more than 80% of American adults...
Global turmoil and rising inflation have presented today’s investors with some pretty daunting...
Many babies born today in the developed world are expected to live nearly 100 years.1 Given the...
Retirement planning was historically a little easier. For instance, the average life expectancy in...
Have you ever thought about what you would do if a windfall dropped in your lap? It’s not that...
The U.S. housing market is still suffering from low inventory: too few houses available for the...
A recent survey found that about 50% of couples do not agree on how much money they should have...
Part of the retirement planning process is realistically imagining what you want your life to look...
One of the biggest trends in energy today is the retirement of some coal-fired power plants in...
In mid-to-late January, investors experienced one of those common but utterly nerve-wracking...
You Must Not Do That! As a financial advisor, do you believe that’s the phrase I get paid for the...
A new year means new tax changes. While Congress didn’t pass any major tax reform last year,...
If you’ve been paying attention to the news, you know the markets have endured a topsy-turvy month...
Have you ever received a gift you didn’t actually want? Well, investors got just such a gift...
Last year, the Setting Every Community Up for Security Enhancement (SECURE) Act increased the age...
It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the...
When you’re a kid, there are certain birthdays you can’t help but look forward to. When you’re...
Some people stay in place when they retire, while others buy a second home or relocate entirely....
As financial advisors, our passion centers around helping you build and preserve the wealth that...
As you probably know, volatility has returned to the markets recently. To explain why, I want you...
Historically, inflation has been highly correlated with unemployment levels. When more people were...
When it comes to helping people reach their goals, most financial advisors tend to focus on areas...
Retirement Can Be the Ultimate Vacation … if You Plan Ahead. As we start getting into the holiday...
Take No Social Security payments Until You’ve Learned How to Maximize Them One of the biggest...
The decision to place an elderly relative in a nursing home is always difficult for a family. For...
Everyone knows that April showers bring May flowers. But this year, the saying could be, April...
The rising cost of health care has become a critical concern in our country. The ability to...
In most age groups, the likelihood of disability – being incapacitated due to illness or accident...
Taxes are likely going up. That’s a phrase no one wants to hear – but for some Americans, it may...
The cost of Long-Term Care has many families concerned about their financial future. Families...
Long-Term Care involves a variety of services designed to meet a person’s health or personal care...
The 9 Myths that may be keeping some from planning for long-term care, and ways your loved ones...
Navigating Medicaid’s rules and regulations can be a confusing minefield of frustration and stress...
One year. It seems incredible, but it has been one year since COVID-19 struck our shores. One...
The number of seniors is growing. In 2010, one-sixth of the adult U.S. population was older than...
Give your loved ones the income, security, and cash when you no longer can. Many households are...
Medical expenses can quickly add up, and most people are unable to pay for health care out of...
Simply put, medical insurance is protection against medical costs. A medical insurance owner is a...
One of the best things you can do right now for you and your family is get legal, financial and...
Benefits of Planning Controlled estate planning will systematically uncover problems and gaps in...
Common Pitfalls Every family, every year, should be sure to train itself to be prepared for the...
This portion of your financial plan contains a sample analysis of an estate settlement...
1. Managing Your Finances It has been our experience that many busy people, no matter how well...
Tax planning and financial planning are closely related to each other because of the significant...
As a professional, you need a specialist approach to help you manage your finances. You’ve worked...
A number of years ago, Vance Packard wrote a best selling book called “The Hidden Persuaders.” The...
Many investors have over time developed substantial amounts of retirement assets. In developing an...
Are you paying more than you should? How smart tax strategies can affect your portfolio. Because...
Achieving your financial goals requires a coordinated, integrated approach. Peace of mind is...
Congress has long recognized the need for public support of charitable religious organizations and...
A cash flow plan functions best if it reflects your goals, whether long-term or short-term. The...
Every successful business relies on a financial system to carefully control income and expenses. A...
For professionals, business owners, and high net worth individuals, the danger in leaving assets...
A product salesperson (insurance and securities) who is compensated entirely by the commissions on...
“The best laid schemes of mice and men go often askew” – Robert Burns, To a Mouse. We are meeting...