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Friday, August 12, 2022

The Stock Market has been trying to teach these lessons forever…. The real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons...

Friday, July 29, 2022

If you're avoiding looking at your 401(k) balance during periods of market volatility, you're not alone. While the S&P 500 has historically produced an average annual return of 11%, recent market downturns may be impacting your...

Friday, July 22, 2022

It's essential to know the critical ages regarding taking Social Security that may impact the amount of your benefits. Getting the most out of your Social Security retirement benefits can be the difference of thousands of dollars over...

Friday, July 8, 2022

A bear market is a prolonged period of price declines in securities, an index such as the S&P 500, or the overall stock market of usually 20% or more from a recent high. Bear markets can also signal economic downturns such as a...

Monday, June 27, 2022

On the 4th of July, families gather for BBQs, communities watch parades together, and fireworks adorn the sky. These festivities mark the day in 1776 when delegates from the 13 original colonies adopted the Declaration of Independence...

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Friday, June 24, 2022

If you have always thought estate planning was just for those nearing retirement or already retired, think again. If you own a home, it is important to have a plan in place. Without a will or other arrangements that allow your home to...

Friday, June 17, 2022

For investors approaching retirement, it is important to begin thinking about retirement income planning. This involves a mindset shift from accumulating an investment portfolio designed for growth to creating a portfolio of retirement...

Friday, June 10, 2022

In late 2019, SECURE Act was passed as a way to help Americans save more for their retirement. In March 2022, the SECURE Act 2.0 has passed in the U.S. House of Representatives and aims to improve the goals of the original SECURE Act....

Thursday, June 2, 2022

Medicare is available to virtually all U.S. citizens and legal residents 65 years of age and over who have previously worked and paid U.S. taxes or who are/were married to someone who did. And while this opens a host of healthcare...

Thursday, May 26, 2022

Memorial Day is a federal holiday for remembering people who died in our country’s armed forces. Observed every year on the last Monday of May, Memorial Day is celebrated in lots of ways. Regardless of how you are celebrating,...

Tuesday, May 24, 2022

What is Tax Loss Harvesting? When investments in taxable accounts do not perform as hoped and actually lose value, investors may be able to take advantage of tax benefits to help offset their losses. The concept of tax loss harvesting...

Wednesday, May 18, 2022

Small business owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise....

Friday, May 13, 2022

A Roth IRA conversion involves repositioning traditional IRA or qualified employer-sponsored retirement plan assets into a Roth IRA. One reason people convert traditional IRAs or other retirement accounts into Roth IRAs is so they...

Wednesday, May 11, 2022

May is Military Appreciation Month and the perfect time to express your gratitude to military members for their service. Whether you come from a military family or are just looking to show your appreciation for those who have served, there

Thursday, April 21, 2022

Social Security Retirement benefits are one thing that people know of, but often what they know isn't always accurate. First, the Social Security Trust Fund was created in 1939 as part of Old Age and Survivors Insurance by the Social Securi

Monday, April 4, 2022

As we approach tax day 2022, you may be expecting to receive a tax refund. While you may have a temptation to spend your tax return, other options may be more beneficial to your financial situation. Your tax refund is for overpayment of you

Tuesday, February 15, 2022

How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider.