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Tuesday, March 5, 2024

Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than 20% for the...

Tuesday, December 12, 2023

 Exploring Healthcare Options: Medicare vs. Medicaid  Healthcare can be complex, and understanding your options is crucial. Let's shed some light on the differences between Medicare and Medicaid to help you make informed...

Wednesday, November 15, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Sunday, August 20, 2023

The A, B, C, & D of Medicare. Breaking down the basics. Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in your...

Saturday, July 22, 2023

What are the keys to prepare to grow wealthy together? When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as...

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Tuesday, May 23, 2023

Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now. Wall Street has shifted its attention to Washington’s budget negotiations.

Friday, March 3, 2023

Ways to Fund Special Needs TrustsA look at the different options & strategies. Provided by Paul Friedman If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services...

Wednesday, February 8, 2023

The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...

Friday, January 13, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Thursday, December 8, 2022

Planning for potential long-term care expenses is an part of your retirement plan.  By taking the time to understand your options and save for the possibility of needing extended care, you can help ensure that you have the means to

Monday, November 28, 2022

It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...

Friday, October 28, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Monday, August 29, 2022

Remember when a college education was reasonably priced? In the past 20 years, the cost of college tuition for public universities has risen 165%. College students and their families have been taking on more and more debt, and they are...

Monday, August 22, 2022

"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy.When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent...

Monday, August 8, 2022

Tax Efficiency in Retirement What role should taxes play in your investment decisions? Provided by Paul Friedman Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from...

Monday, August 1, 2022

Stop me if you heard this already—roughly half the population wasn’t alive last time inflation was at this level.It’s true. According to IMDb.com, Raiders of the Lost Ark was the #1 movie at the box office the last...

Monday, July 18, 2022

It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...

Monday, July 4, 2022

At the risk of slowing economic growth, the Fed has driven short-term rates higher to rein in inflation. But it’s a tricky proposition.Raise rates too much, and you may trigger a recession. Don’t raise rates enough, and you...

Monday, March 7, 2022

Tuesday, February 22, 2022

Sunday, February 6, 2022

Sunday, January 30, 2022

Thursday, November 4, 2021

Tax Changes: What's In, What's Out? While it’s still too early to draw any final conclusions, Congress is getting closer to outlining what tax law changes are under consideration to pay for the proposed $1.75 trillion Build Back...