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Monday, April 1, 2024

Most American workers who earn wage income and pay Social Security taxes via withholding receive Social Security benefits at some point in retirement.

Monday, April 1, 2024

The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape.

Friday, March 1, 2024

Before vacation, you should formulate a plan to keep finances and money safe before your trip begins. By adhering to these simple strategies, you can minimize risk and enjoy the peace of mind you deserve on your break.

Friday, March 1, 2024

As enjoyable as sunny days may be, they can also take over your spending and disrupt your financial goals. Follow these smart savings tips to make the most of the season without draining your wallet.

Friday, March 1, 2024

Credit cards are often associated with potentially negative consequences, but when used properly, are an excellent financial tool and may even save you money. Here are a few ways that using a credit card may help you save money.

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Thursday, February 1, 2024

Combining love, lives and laundry is one thing. Combining your money is another. Newly married couples who both work would do well to think about what to do with two incomes. Here are some pointers.

Thursday, February 1, 2024

Navigating elder care in the U.S. can be a challenge even for the most well-prepared households. Here we discuss a few of the options that can allow elders to maintain their independence while still accessing services and support they need.

Thursday, February 1, 2024

Whether you're single, paired, or somewhere in between, Valentine's Day may present the perfect opportunity to show your bank account some love. Here are four tips and tricks to set you on the path to becoming your own financial valentine.

Thursday, February 1, 2024

Confidence isn’t just about feeling and looking good. It’s also about being self-assured of how you handle money and your overall financial fitness. Check out these tips for ways to become more financially confident.

Monday, January 1, 2024

All sorts of nefarious schemers can come after you via the phone or email. Your tax return offers a trove of your personal information, and scammers are ready prey on your apprehension about paying taxes. Here's how to protect yourself.

Monday, January 1, 2024

The income you receive from disability income insurance may or may not be taxable. This all depends on what type of benefits you receive, whether the premiums were paid with pretax or after-tax dollars, and who paid the premiums.

Monday, January 1, 2024

It's nice to own stocks, bonds, and other investments, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed?

Monday, January 1, 2024

For many, the New Year is a time for personal reflection on commitments and resolutions for the coming year. With proper planning and appropriate guidance, you can begin to build confidence and prepare for the uncertainties of tomorrow.

Friday, December 1, 2023

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. Here is a 401(k) end-of-the-year checklist you may find beneficial in keeping up with your retirement strategy.

Friday, December 1, 2023

The Christmas season is an excellent time to review your financial planning strategy. Our finances are top of mind as we are monitoring our spending during the holidays. Here is a 12 days of Christmas financial planning checklist.

Friday, December 1, 2023

Joining the military and deciding to make it a career has many benefits that you can make work for you. Here are 10 tips for managing finances and potentially growing wealth throughout your military career.

Friday, December 1, 2023

In the world of investing, the "holiday effect"; as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday. Follow these simple dos and don'ts for investing during a holiday.

Friday, October 20, 2023

Veterans and military members have access to various investment options, some of which are not offered to the general population. Managing investments depends on individual goals, risk tolerance, and financial situation. Here are some...

Friday, October 20, 2023

Thanksgiving is a holiday for spending time with loved ones, being grateful, and perhaps enjoying a bit of overindulgence. There are many financial lessons to be had in planning, preparing, and celebrating this annual feast.1 Here are...

Friday, October 20, 2023

Generational wealth involves financial planning, where parents or grandparents pass wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a hold of assets or a check in...

Friday, October 20, 2023

More than 16.5 million veterans live in America, as reported by the U.S. Census. Along with the veterans’ need for long-term care, the aging general population has increased demand for long-term care, creating pressure on...

Tuesday, October 10, 2023

On Saturday, Hamas, a Palestinian militant group designated as a terrorist organization by the U.S. government, launched an attack on Israel, killing hundreds of civilians and taking dozens more hostage. In response to the attack,...

Friday, October 6, 2023

Dear Friends and Family, The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies as out of the ordinary. Since 1950, the S&P 500 has historically declined...

Friday, September 15, 2023

Now is an excellent time to start evaluating your current financial situation, determining your future goals and expectations, and working toward pursuing them. If you need help pulling together a plan for your finances, a financial...

Friday, September 15, 2023

You may have heard people in the office talking about FedNow. FedNow is an instant payment service that the Federal Reserve will offer businesses and individuals to send and receive money within seconds on a 24-hour, 365-days-a-year...

Friday, September 15, 2023

It can be easy to get swept up in the vacation whirlwind and lose track of how much money you’re spending. From airfare and accommodations to frequent dining out and shopping, the cost of a memorable getaway can quickly skyrocket...

Friday, September 15, 2023

The vital role of inflation in planning for children’s college expenses In today's rapidly changing economic landscape, proper planning has become more critical than ever. When it comes to saving for children's college expenses,...

Thursday, September 7, 2023

Dear Friends and Family,   Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On the first day of August, markets had to contend with a downgrade of U.S. long-term...

Monday, August 14, 2023

August 2, 2023Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky,...

Friday, July 28, 2023

  Planning for your financial future and retirement looks much different now than in previous years. Some people must supplement their Social Security to have enough to maintain their desired lifestyle. This means financial...

Friday, July 28, 2023

Loss aversion, or the phenomenon of experiencing losses much more severely than gains, can lead to unwise investment decisions. Whether you're hanging on to a loser of a stock for longer than you should or are afraid to invest at all...

Friday, July 21, 2023

July 11, 2023Dear Valued Investor,Now that we’re beyond the midpoint of the investing year, it’s a great time to look at where we’ve been—to help position your portfolio for the latter half of the year. Our...

Monday, July 17, 2023

On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12, 2022.1 According to a common definition of market cycles, this indicated that the...

Monday, July 17, 2023

Most of us who have experienced college are all too familiar with that intimidating mountain you have to climb upon graduation: repaying your student debt. Seeing our children struggle financially is heart-wrenching, and though we want...

Monday, July 17, 2023

Navigating health insurance, retirement accounts and real estate Divorce, while an emotionally taxing experience, also comes with several financial implications that, if not properly managed, could result in long-lasting financial...

Monday, July 17, 2023

In a 6 to 3 vote, the Supreme Court struck down the Biden administration’s student loan forgiveness plan denying a chance for at least 43 million eligible participants to eliminate up to $20,000 of their debt. Despite new...

Tuesday, June 27, 2023

Every so often Washington likes to remind us how hard it can be to get things accomplished. The most recent example is the debt ceiling—the amount Congress can borrow to pay its bills. It seems...

Monday, June 12, 2023

Hiring employees is sometimes a difficult task. You may need to find employees who fit the business culture and have the skills to get the job done. The good news for small businesses looking for employees with various skills and a...

Monday, June 12, 2023

With summer on the horizon, many of us are eagerly awaiting exciting activities and well-deserved getaways. However, these adventures can also lead to higher expenses that put extra strain on our wallets. The key to enjoying a...

Monday, June 12, 2023

We all know the importance of staying hydrated, but sometimes regular water isn’t enough to beat the summer heat. Luckily for you and your four-legged friend, there are different ways to make hydrating fun. Give one of these a...

Monday, June 12, 2023

Veterans and those on active-duty face unique financial planning challengesMemorial Day is an important holiday observed in the United States to honor and remember the men and women who have died while serving in the country's armed...

Monday, June 12, 2023

The “Sandwich Generation” faces a lot of struggles. If you’re unfamiliar with this term, it describes a demographic where usually middle-aged individuals must support aging parents at the same time they’re...