Resources

How Will SECURE Act 2.0 Affect Me?

With the holidays in full swing, many missed the headline that SECURE Act 2.0 was passed by Congress on December 23, 2022 as a part

Cyber Security

Protecting Yourself from Financial Scams

Criminals are getting smarter and their scams are more creative! Due to Covid, so much more of our daily lives are on the web, including

Social Security

2023 Social Security Benefits From Inflation

In 2022, we experienced the highest inflation in four decades. While the sky high inflation has caused pain at the pump, and misery at the

Year-End Tax Considerations

The holidays are here! For mutual fund holders, that means it is time to fill your investment stockings with taxable dividends and capital gains! That’s

Gifting Strategy

Gifting Strategies to Save Taxes

Charitable gifting can be a great way to support non-profit organizations that you care about and save taxes at the same time. Tax qualified deductions

Stock market

2022 Q3 Market Recap

It’s hard to believe that we’re three quarters of the way through 2022 already! However, if you diligently watched the stock market last month, you

Rocky Road Ahead

In January 2022, Fed Chairman, Jerome Powell, acknowledged that the Federal Open Market Committee (FOMC) was behind in addressing inflation. Therefore, they set a plan

Is the Recession Officially Here?

This week, the U.S. Federal Reserve Board increased interest rates for the fourth time this year with another three-quarter point, or 75 Basis Points (BPS).

Using Volatility to Your Benefit

Using Volatility to Your Benefit

The stock market is not for the faint of heart! However, those who have been through the Dot-Com bubble burst, the Great Recession, and the

Mid-Year Review

Mid-Year Review

June was a tough month for the stock market! The U.S. Federal Reserve Board surprised many with a three quarter point interest rate increase –

How Will SECURE Act 2.0 Affect Me?

With the holidays in full swing, many missed the headline that SECURE Act 2.0 was passed by Congress on December 23, 2022 as a part

Cyber Security

Protecting Yourself from Financial Scams

Criminals are getting smarter and their scams are more creative! Due to Covid, so much more of our daily lives are on the web, including

Social Security

2023 Social Security Benefits From Inflation

In 2022, we experienced the highest inflation in four decades. While the sky high inflation has caused pain at the pump, and misery at the

Year-End Tax Considerations

The holidays are here! For mutual fund holders, that means it is time to fill your investment stockings with taxable dividends and capital gains! That’s

Gifting Strategy

Gifting Strategies to Save Taxes

Charitable gifting can be a great way to support non-profit organizations that you care about and save taxes at the same time. Tax qualified deductions

Stock market

2022 Q3 Market Recap

It’s hard to believe that we’re three quarters of the way through 2022 already! However, if you diligently watched the stock market last month, you

Rocky Road Ahead

In January 2022, Fed Chairman, Jerome Powell, acknowledged that the Federal Open Market Committee (FOMC) was behind in addressing inflation. Therefore, they set a plan

Is the Recession Officially Here?

This week, the U.S. Federal Reserve Board increased interest rates for the fourth time this year with another three-quarter point, or 75 Basis Points (BPS).

Using Volatility to Your Benefit

Using Volatility to Your Benefit

The stock market is not for the faint of heart! However, those who have been through the Dot-Com bubble burst, the Great Recession, and the

Mid-Year Review

Mid-Year Review

June was a tough month for the stock market! The U.S. Federal Reserve Board surprised many with a three quarter point interest rate increase –