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Wednesday, October 5, 2022

Feel like your finances have more control over you than you have over them? Or like you're in a financial hole and just keep sinking? There are ways to take back control of your spending and regain control of your finances.Explore...

Wednesday, September 28, 2022

If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...

Wednesday, September 21, 2022

Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into...

Wednesday, September 14, 2022

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...

Wednesday, September 7, 2022

One of the more awkward estate planning topics—but also one of the most important—involves powers of attorney.At some point before our deaths, many of us will become physically and mentally unable to manage our own affairs....

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Wednesday, August 31, 2022

For many retirees, long-term care insurance can offer a helpful safety net for protecting retirement income in the event of a serious illness or incapacitation. Clients often have concerns when it comes time to plan, like not...

Wednesday, August 24, 2022

At age 66, you qualify for full Social Security benefits—but not necessarily your maximum benefit. If haven’t already begun receiving Social Security benefits, it’s important to understand why it may be advantageous...

Wednesday, August 17, 2022

Turning 65 means you’re now eligible to receive Medicare benefits. But sorting through the Medicare alphabet can be challenging. How do you get started and what do you need to know before you enroll? The first step is to visit...

Wednesday, August 10, 2022

On average, women in the U.S. live longer than their male counterparts, making outliving their income in retirement a very real possibility for many.According to a 2019 study from T. Rowe Price measuring gender and retirement:43% of...

Wednesday, August 3, 2022

How to Estimate Retirement ExpensesRetirement can be a time of rest and relaxation, but for some people it can be a time of financial stress. It's important to start estimating retirement expenses early, so you can enjoy your...

Wednesday, July 20, 2022

Diversify Your Financial PortfoliosYou’ve likely heard the phrase: “Don’t Put All Your Eggs in One Basket.” But what does that phrase mean for your finances? When applying this phrase to your finances, the true...

Wednesday, June 29, 2022

Throughout your life, you’ve likely dreamt about what your retirement will look like. There are many possibilities about what you can do with your time, where you can live and what your income and finances will look like.As you...

Monday, June 27, 2022

Just two years removed from the last US recession, negative stock returns and aggressive US Federal Reserve interest rate hikes have many investors concerned we are headed for another big “R”—if we’re not...

Thursday, June 23, 2022

Diversify Your Financial PortfoliosYou’ve likely heard the phrase: “Don’t Put All Your Eggs in One Basket.” But what does that phrase mean for your finances? When applying this phrase to your finances, the true...

Wednesday, June 22, 2022

As you might have heard, people are talking about a big bump in Social Security benefits next year.The Senior Citizens League says payments could rise by as much as 8.6 percent in 2023, compared to an increase of 5.9 percent in 2022....

Wednesday, June 15, 2022

Some gloomy headlines are coming out of Wall Street lately. Have you noticed?In recent days, I’ve read things like “Brace yourself for economic hurricanes” and “Wall Street investor survey paints a dire outlook...

Sunday, May 29, 2022

Monday, May 23, 2022

The advanced report on first-quarter Gross Domestic Product (GDP) will be out later this week. Perhaps no economic report this year will be more scrutinized. Those looking for economic clues that could signal a recession will...

Tuesday, May 10, 2022

Monday, May 9, 2022

Friday, April 1, 2022

Every year, many of you ask us the same question: “What do we do?” So this year, we have compiled a list to answer your question.