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Wednesday, August 10, 2022

Understanding how markets have reacted to previous Fed-hiking cycleAt their recent March meeting, the Federal Reserve moved its fed funds target rate from near zero to a range of 0.25% to 0.50%. It was the first rate hike since 2018...

 

Monday, August 1, 2022

IntroductionOnce you've identified your financial and investment goals and assessed your investing personality, you'll need to create an investment portfolio that fits your needs and understand what's involved in managing that...

 

Monday, July 18, 2022

When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k). A retirement plan participant typically has four options (and may engage in a combination of these options), each choice...

 

Wednesday, July 13, 2022

Markets are always forward looking, so it’s important to remain focused on what lies ahead. There will most certainly be challenges, but there are also some tailwinds from a strong job market, still resilient businesses, and the...

 

Wednesday, June 22, 2022

March 9, 2009 – the market closed at its lowest level since 1996 and then… You probably are not aware that March 9, 2022 marks the 13th anniversary of what many call “The End of the Lost Decade” for the stock...

 

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Wednesday, May 25, 2022

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review.Do you have a will and powers of attorney for...

 

Monday, May 9, 2022

What families need to consider According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for a school year was $9,970 for in-state students and $25,620 for...

 

Sunday, May 1, 2022

In general Perhaps you are self-employed or own a small business. Or, you may be directly involved in running a corporation or a tax-exempt organization. In any of these cases, you generally have the option of establishing a retirement...

 

Tuesday, April 5, 2022

Social Security Retirement benefits are one thing that people know of, but often what they know isn't always accurate. First, the Social Security Trust Fund was created in 1939 as part of Old Age and Survivors Insurance by the Social...

 

Friday, April 1, 2022

When you invest in the stock market, you want to see growth, but unfortunately, in most cases, investments do not grow all the time. Inevitably, the market goes up and down, and to safeguard your potential for long-term growth, you...

 

Thursday, March 3, 2022

Advice from the Social Security Administration can guide your decision. One of the most vexing questions for anyone planning for retirement is: “What’s a suitable age to start receiving Social Security benefits?”...

 

Wednesday, March 2, 2022

A huge challenge is planning for your retirement savings to outpace inflation. Some of us may remember the “good old days,” when gasoline prices were as low as 25¢ per gallon. Others may recall when a can of soda cost...

 

Tuesday, February 8, 2022

Losing a spouse, whether through death or divorce, can be devastating both emotionally and financially. The loss can take months or even years to adjust to since there is no way to prepare for death or divorce despite having discussed...

 

Thursday, February 3, 2022

RMD Tables are changing to keep up with The SECURE Act of 2019. Under The SECURE Act, if you turned age 70 1/2 in 2019, you would've been required to take your first RMD by April 1, 2020. If you turned age 70 1/2 in 2020 or later, you...

 

Friday, January 7, 2022

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

 

Saturday, January 1, 2022

Getting ready for retirement is both exciting and daunting. While you are likely looking forward to the enjoyment and relaxation that retirement may bring, you are also cautious about ensuring you have enough money to be able to retire...

 

Friday, December 3, 2021

Not knowing what Congress will do should not stop you from planning. One variable that is hard to plan for in retirement is taxes. There are steps you can take, though, despite the uncertain tax landscape. We don’t even know what...

 

Wednesday, December 1, 2021

Today, many people find themselves bombarded by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better now...