Ensuring you are informed and educated...
Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a Netflix review or some other surprise. So keep checking in. We’re glad to have you reading along.
Weekly Market Insights: Earnings and Data Tell Two Different Stories on Near Future.
Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data.The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 added 2.47%. The Nasdaq...Read More
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 assist with...Read More
Weekly Market Insights: Erratic Holiday Trading Leaves Stocks in Doldrums
In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...Read More
Make July 4th a Pet-riotically Safe Holiday!
Independence Day means fun, food, friends, and fireworks. For our pets, Independence Day can be downright terrifying – even dangerous! July 5th is the busiest day of the year for animal shelters, which fill up with animals who...Read More
Is Your Retirement Account as Large as it Could Be?
Happy New Year!
This Month's Newsletter
Weekly Market Insights: Fed Tightens Money Policy
It's time to catch up on retirement
The years between turning 50 and retirement can be some of the very best. Hopefully you’ve earned enough to start living comfortably, you’re accomplished in your job and life, and you know which risks are worth taking....Read More
Are Your Taxes Going to Change?
Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names. The Build Back Better Act. Or the $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working...Read More
Go Fourth in Red, White and Financial Review
From summer vacations to special holidays, oh how we love July. Leading off with a Fourth of July bang, it brings fun observances like National Ice Cream and Picnic month. Even better, it’s the ultimate month for BBQs and beach...Read More
Annuity Awareness..... Do you have questions
June is annuity awareness month… do you have questions? Do you have questions about annuities but do not know who to ask? Do you own an annuity but question if it is a good fit for you? Now is as good a time as any to get your...Read More
Avoid Becoming the Bank of Mom and Dad
You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...Read More
April 2021: Retirement Readiness
This month's Retirement Readiness newsletter features a quick video highlighting ways to make your retirement as exciting as your next vacation, a few lifestyle considerations in creating your retirement portfolio, some interesting...Read More
We Can Text Now - Let’s Get You Started!
More than ever, communication is essential, and we rely on digital methods more and more. Due to the regulations in our industry designed to keep you and your information safe, we are mindful with how we communicate. We are excited to...Read More
Why 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 More
December 2020: Your Money Matters
This month’s Your Money Matters newsletter features one of the newest ways to send money, what to look for in personal finance apps, some financial literacy basics, and a quick note that it may be time for a financial checkup....Read More
Election 2020: A Dose of Patience
The upcoming election is prompting some people to reconsider their investment strategy.In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential...Read More
the best of times...
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness..." What does today's volatility mean to you? Does it offer opportunity or bring too much risk?Read More
Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. The observance of this holiday, formally recognized by the state of Texas in 1980, has continued to spread to the rest of the...Read More
Investing in Uncertain Times
Is now the right time to push off from the dock? If you are prepared and have the proper plans, uncertain times often bring some of the best opportunities. Investing during times of uncertainty may not be the right thing for...Read More
Securing Zoom Meeting
If you are using Zoom for pleasure or business below is a really good resource. Securing Zoom MeetingsRead More
Financial statements for the first quarter of 2020 are on the way, and because of all the recent market fluctuations you may be feeling nervous about having lower balances in your accounts. But it’s more important now than ever...Read More
Budget Check Up: Tax Time Is the Right Time
Every year, about 140 million households file their federal tax returns.1 For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements;...Read More
Frugal is not a bad word...
Keeping Up With The Joneses https://www.addthis.com/bookmark.php?v=250&pubid=ra-4de97c2f14d0d95bRead More
You owe it to yourself
Commit to educating yourself about your finances, the future you will thank you for it Rahel Solomon | @RahelCNBC Published 2 Hours Ago Updated 4 Mins Ago CNBC.com Invest in Yourself 2 Hours Ago | 00:56 The most important investment...Read More
9 Facts About Social Security
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...Read More