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Thursday, May 25, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...

 

Thursday, May 11, 2023

Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...

 

Friday, April 28, 2023

Fun fact: You probably have dozens of credit scores out there, and each one might be a different number.You’re probably familiar with a credit score, why it’s essential, and what it’s used for, but do you know how...

 

Monday, April 17, 2023

Discussing personal finances is important for any couple preparing for marriage. However, this topic can be more complicated for those who remarry later in life.If you’re remarrying later in life, one of your goals should be to...

 

Wednesday, April 12, 2023

As we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from having to make medical and financial decisions to determining assisted...

 

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Monday, March 20, 2023

Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only 28 percent of parents speak to their...

 

Monday, March 6, 2023

Transitioning from Private Health Insurance Plans to MedicareAs you approach retirement age, you may be anticipating transitioning from your private insurance to Medicare, which is a federal health insurance program that provides...

 

Wednesday, February 15, 2023

According to the Investment Company Institute, near the end of 2022, there was more than $4.7 trillion in cash sitting in U.S. money market funds.1,2While cash can play a role in a diversified portfolio, historically, cash has not kept...

 

Wednesday, February 8, 2023

By 2040, the U.S. Census Bureau estimates that 80 million people in the U.S. will be age 65 or older.1 Most of these senior adults will either want to—or need to—"age in place," living in their homes securely, independently...

 

Thursday, December 15, 2022

5 Smart Charitable Giving Strategies This Holiday SeasonThe past year has been especially challenging for most investors.Even so, there are those who choose to remain faithful to the causes that are important to them. It is...

 

Thursday, September 29, 2022

There are potentially several income sources available to you in support of your retirement living expenses. Following is a discussion that focuses on how to utilize your investments to this end. DCA (Dollar Cost Averaging)Before...

 

Friday, August 19, 2022

So, your hoped-for retirement ideas are being shaken by all the negativity concerning the economy, the stock market, political unrest, etc. Therefore, you gravitate towards investments that seem to be safe and sound. However,...

 

Wednesday, March 2, 2022

 

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

 

Tuesday, June 8, 2021

Hopefully it is not a surprise when I state that there is no one retirement income strategy that fits all. The best plan is the one that not only has your name on it, but also, is built around your unique circumstances. It should...

 

Monday, December 21, 2020

A Powerful Tool to Enable Giving Now You could be someone who would like to initiate a giving program so that you could see the benefit and experience the joy of giving now. Certainly, in many instances, the recipient of your...

 

Friday, November 6, 2020

Donor Advised Funds (DAF) - A Powerful Way to Cut Taxes, Regardless of Your Financial Standing or Tax Bracket I’m beginning this article with the assumption that you’re already giving or that you would like to incorporate...

 

Friday, October 23, 2020

Financial planning is a critical subject that impacts virtually all aspects of our lives. After all, it’s the umbrella that encompasses subject areas that, in and of themselves, can comprise a rather broad and complex set of...

 

Friday, October 9, 2020

After many years of living the work experience, retirement is finally within sight. Yes, it’s hard to believe and now that you’re on the brink, you’re excited, but at the same time, apprehensive. You’ve had 40...

 

Friday, September 25, 2020

Market strategy is the strategy of making buying and selling decisions of investments (usually stocks or stock funds) by attempting to predict the market movements. The prediction could be based on outlook of market or economic...

 

Friday, September 11, 2020

Investment Risk All of us are exposed to risk each day of our lives, whether it is weather, driving, accidents, or disease, etc. Likewise, investments are not exempt from risk. In financial terms, risk is the chance that an outcome on...

 

Friday, August 28, 2020

A very unfortunate consequence associated with the spread of COVID-19 is that unemployment has increased drastically. Many companies are having to shut down or reduce man power. Beyond statistics, this a very personal reality for too...

 

Friday, August 14, 2020

With Corona Virus affecting the United States every day, many are becoming unemployed, furloughed, or laid off. With unemployment still remaining consistently high, many are reassessing their retirement accounts and wondering what...

 

Friday, July 31, 2020

Many wonder if they’re financially able to retire. They’ve spent years saving, investing in their retirement plans, or IRAs in order to one day reach the goal of retiring. When is the right time? Here are 10 important...