2022 has been a rollercoaster ride for investors. The market hit an all-time high on January 4, 2022, tumbled over 12% through mid-March, rallied back up over 8% to close out March, and then has staged an impressive rally since … Continue reading
Category Archives: Uncategorized
11 August 2021
Financial Health Series | Protecting Your Parents’ Finances: Part 2 – What Could Happen if We Avoid Having the Conversation?
Over this past year and a half, COVID has affected—and continues to affect—the most vulnerable populations. We’ve heard too many stories of financial elder abuse and accounts of loved ones picking up the financial pieces after a loss. We feel … Continue reading
The option of portability when planning your estate could make a substantial difference come tax time, especially with today’s generous estate and gift tax exemption amounts. Should you consider this option when planning your estate? Prior to 2010, the concept … Continue reading
30 July 2020
When Can I Retire?
This is an important question that we are asked often. And while retirement isn’t one size fits all, we’ll give you some scenarios to consider that may be right for you. Oftentimes, the desire to retire is based on a … Continue reading
3 June 2020
Tax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th birthday every day? Retirement is right around the corner for many. Are you prepared with a tax-savvy retirement plan? While many boomers are rewriting … Continue reading
Are you trying to figure out what to save? How much? Where to put it? This can be very daunting. Make sure you sit with your financial advisor to go over the details of retirement planning. Here are a few … Continue reading
13 October 2014
5 Ways to Remain Cool, Calm, and Collected With Your Finances
Feeling stressed due to a volatile market? Don’t let the ups and downs get you down. Instead of reacting to every bump in the road, remember to focus on your long-term financial goals — everything else is just noise along … Continue reading
30 September 2014
5 Ways to Help Pre-Retirees Balance Goals
5 Ways to Help Pre-Retirees Balance Long- and Short-Term Goals The economy may be on the mend, but Americans are still feeling anxious about retirement. According to the 2014 Retirement Confidence Survey, only 18 percent of U.S. workers reported feeling … Continue reading
10 September 2014
Tracking Charitable Contributions
Cleaning out closets? Making room for new school clothes? Did you know keeping records of charitable contributions (clothing, art, vehicles, etc.) can benefit your tax deductions? Want to know how? Listen NOW! Listen to our podcast on the topic … Continue reading
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