Blog
Wall Street Focuses on Debt Ceiling
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.
Read MoreWays to Fund Special Needs Trusts
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...
Read More
Words of Wisdom from Warren Buffett
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...
Read MoreSECURE Act 2.0: An Overview
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...
Read MoreExploring your options for Long-Term Care
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
Read MoreShow All
3 Shrewd Maneuvers in a Down Market
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...
Read MoreNew Retirement Contribution Limits for 2023
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...
Read MoreHow will you pay for college tuition?
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...
Read MoreWhere There's A Will
"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...
Read MoreTax Efficiency in Retirement
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...
Read More
Inflation, Interest Rates, & Indiana Jones
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...
Read More3 Shrewd Maneuvers in a Down Market
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...
Read MoreSearching for the Goldilocks Economy
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...
Read More
Tax Changes: What's In, What's Out?
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...
Read More