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Monday, September 19, 2022

The Federal Reserve (Fed) has made significant interest rate hikes in 2022 in an effort to combat record-high inflation. And analysts expect even more increases before the year is over. It is estimated the median federal funds rate...

Thursday, June 30, 2022

The end of the year may be too late to make some key money moves.During the pandemic, many Americans struggled to maintain financial balance, let alone stay on track towards any retirement goals they may have had. According to a recent...

Wednesday, June 8, 2022

Are we experiencing a repeat of economic challenges from the 1970s?You have likely seen a lot of media coverage on inflation rates and the rollercoaster ride the markets have been on lately. It appears as though our economy is...

Wednesday, June 1, 2022

Managing risk is at the core of what we do for our clients. Portfolio design and management addresses the investor’s unique investment needs and yet also aligns with their specific risk tolerance.As investment managers, we...

Tuesday, April 12, 2022

Did you know that 70% of Americans fear outliving their money in retirement more than death itself?(1) You may not think about it while you’re working and getting a paycheck, but things will change fast when you have to survive...

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Thursday, April 7, 2022

The flood of federal pandemic-relief money was welcome last year. But this year, many are feeling a lot of anxiety, disappointment, and confusion as taxpayers prepare their 2021 returns. Many people depend on the cash to make ends meet...

Monday, March 28, 2022

Establishing a 401(k) plan is a long-term commitment to your business and your employees. Planning, building, and managing a 401(k) plan involves many choices that can directly impact your employees’ financial security and...

Thursday, March 3, 2022

The importance of having a digital estate plan has grown exponentially over the past decade as technology continues to occupy our daily lives. This leads to the question: Who has access to my online accounts and how will those accounts...

Wednesday, February 2, 2022

Deciding when to claim your Social Security benefits can cost or save you thousands of dollars. There are many factors that go into that decision. Here's a guide to everything from knowing your full retirement age (FRA) to taking...

Wednesday, January 12, 2022

The Saver's Credit, formerly known as the Retirement Savings Contributions Credit, provides some taxpayers with a special tax break. Qualified taxpayers can claim this credit for some of the income that is contributed to…

Thursday, December 9, 2021

Thursday, November 11, 2021

How to adjust to withdrawing income after a lifetime of building your savings. The transition from accumulation to distribution is an exciting, and peculiar, period of time. Many people are looking forward to their retirement but also...

Monday, October 18, 2021

Nothing stays the same. Every year, there are typically changes in the economy, markets, and IRS rules. On top of these external changes that happen around us, many of us face changes within our families or businesses in our needs,...

Wednesday, September 22, 2021

Are you over or under insured? Insurance plans are not just for protecting your family and business assets in case something happens to you. They can also be used to create a fixed or variable income stream for you or a loved one....

Wednesday, July 28, 2021

Some people roll their old 401(k) plans over to simplify life and reduce fees Individuals born towards the end of the baby boom generation (1957-64) held an average of 12 jobs from ages 18 to 52, according to the U.S. Bureau of Labor...

Thursday, June 24, 2021

While many financial advisors refer to themselves as a “financial planner” only those who have fulfilled certain rigorous training and requirements can call themselves a CERTIFIED FINANCIAL PLANNER™ professional...

Thursday, June 10, 2021

The benefits to your business are compounded by the impact you can have on your employees’ lives and productivity. Sponsoring a retirement plan and encouraging your employees to participate has a wide variety of benefits for you,...

Monday, April 5, 2021

A 401(k) is how most Americans save for retirement. If your business offers your employees a 401(k) plan then you already have an advantage over a company that doesn’t provide one. Why offer a 401(k)?Are you taking full advantage of...