What Is a Qualified Charitable Distribution (QCD)?
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor
Protection Against Uninsured Drivers
About 14 percent of all motorists, or one-in-seven drivers, do not have automobile insurance
Does Your Credit Score Affect Your Insurance Rates?
While the vast majority of insurance companies use credit-based insurance scores to help determine the price of insurance, it is banned in the states of Massachusetts, Michigan, Hawaii, and California
Equity markets continued to build on the year’s strong start during the third quarter. It was a turbulent period for U.S. markets, with the S&P 500 posting both its biggest one-day drop following a weak jobs report that fueled fears of a recession at the start of August, followed by the strongest rebound since 2022. […]
Understanding Money Market Funds
A money market fund, not to be confused with a money market account
Buying A Vacation Home?
5 Questions To Consider First
Catch-Up Contributions
A recent survey found that 18% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 36% are not confident
Important Birthdays Over 50
Most children stop being “and-a-half” somewhere around age 12
Caring for Aging Parents
Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing
Updates for 2024
The IRS recently released updated income tax brackets, standard deduction, and retirement contributions limits for the 2024 tax year
Social Security COLA And Medicare Part B Premiums
The Social Security Administration recently announced that over 71 million Americans, including Social Security and Supplemental Security Income beneficiaries, will receive a 3.2% increase in their benefits for 2024
Life Insurance Myths: Debunked
Have you ever heard someone claim they don’t need life insurance?
Following the robust finish of 2023, the first quarter of 2024 was a record breaking one for markets. While the stock market saw several intermittent selloffs, it continued to march higher as resilient corporate profits and a strong labor market renewed hopes that the economy will avoid a recession. The S&P 500 Index wrapped up […]
On the first day of 2023 no one thought it would be a blockbuster year for stocks but by December 29th it became obvious they could not have been more wrong. The last year will be remembered as one of resiliency and defied expectations. After the slight reality check in the third quarter, the last […]
Navigating Retirement Pitfalls
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities.
Estate Strategies of the Rich and Famous
Famous people are all too human
The equity markets started off strong in the third quarter driven by the optimism that the Federal Reserve had orchestrated a soft landing for the economy, and the era of policy tightening will soon be over. The major market indexes reached year-to-date highs in July, however, a mixture of negative news, and most importantly, the […]
A Decision Not Made Is Still a Decision
Whether through inertia or trepidation
Consider Keeping Your Life Insurance When You Retire
Do you need a life insurance policy in retirement?
August is Make a Will Month
a time dedicated to strategizing for the future
U.S. equities ended the first half of 2023 higher with most of the gains made in the last month of the second quarter. The S&P 500 Index ended the quarter at a 14-month high and most major market indexes also posted solid gains, led by the tech-heavy NASDAQ, which saw its best half of the […]
Your Changing Definition of Risk in Retirement
During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive”
Inflation & Your Money
If the current annual inflation rate is 7.9 percent, why do my bills seem like they’re 10 percent higher than last year?
Just a friendly reminder
Check beneficiary designations
