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Wednesday, May 22, 2024

A few years ago, ads from financial services companies asked, "What's your number?" The "number" represented the amount of money you needed to retire comfortably. There are, of course, various approaches to estimating your retirement...

Wednesday, May 8, 2024

There isn't a week that goes by when you don't read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

Tuesday, April 2, 2024

April is Financial Literacy Month, and one of the most impactful gifts you can give is a strong foundation in financial literacy. As influential figures in our community, we play a role in helping the next generation develop the basic...

Friday, March 1, 2024

The SECURE Act was hailed as the most substantial retirement legislation passed in over a decade. It contained important changes to Individual Retirement Accounts (IRAs) and other qualified accounts intended to help investors save...

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Monday, February 12, 2024

Money can be a touchy subject, especially in our closest relationships. It’s also inescapable—like it or not, finances are integral to our partnerships, families, and even friendships. So, how can we foster healthy...

Tuesday, February 6, 2024

The SECURE Act 2.0, enacted in late 2022, has dozens of provisions intended to encourage more people to save through workplace and other plans, help boost retirement savings, and urge small employers to offer retirement plans. Some of...

Wednesday, January 31, 2024

It's a fun time of year for football fans. The National Football League (NFL) playoffs are starting, and the Big Game is approaching. While most fans will tune in for the matchups, commercials, and Usher’s halftime show, a...

Tuesday, January 9, 2024

With the start of the new year, we want to discuss a topic that will likely garner attention throughout 2024 – the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the Act...

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Monday, November 20, 2023

As financial professionals assisting clients through retirement, we know that Alzheimer’s, dementia, and memory loss are ever-growing concerns of many families. If a loved one has been diagnosed with Alzheimer’s disease or...

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. It is also a time when financial decisions impact spouses and children for years to come. With everything a...

Wednesday, November 1, 2023

We strive to be proactive and inform our clients about potential changes that could impact their tax situations. As you know, the Tax Cuts and Jobs Act of 2017 (TCJA) lowered marginal tax rates and the cost of capital. Although some...

Tuesday, October 24, 2023

Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has benefits. Still, one drawback is the difficulty of getting together in person....

Tuesday, October 17, 2023

Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared for the future. Late last year, Congress...

Thursday, October 12, 2023

As financial professionals assisting clients through retirement, we know that Alzheimer’s, dementia, and memory loss are ever-growing concerns of many families. If a loved one has been diagnosed with Alzheimer’s disease or...

Tuesday, October 3, 2023

As we roll into fall and the fourth quarter, it’s a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are in a much different position than last year. Economic growth...

Tuesday, September 26, 2023

Recently, the buzzword artificial intelligence (AI) is on everyone’s minds, not just in the tech world but across multiple industries, including financial services. Given the growing interest and concerns surrounding AI, it...

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. However...

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It’s a reasonable answer, but it’s incorrect. Despite October’s reputation for market-defining...

Thursday, August 31, 2023

Are you already planning for the end of the year? Where did the time go? In this edition, we’ll be looking into navigating Medicare for the first time, particularly if you are under the age of 65. Don’t forget Medicare...

Monday, August 28, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...

Monday, August 28, 2023

If it feels like the financial markets are lurching from news event to news event in recent weeks, you’re right. They are. The markets were on pins and needles waiting for Fed Chair Powell to deliver his talk at the Jackson Hole...