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Sunday, January 8, 2023

In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...

Thursday, September 15, 2022

Like many Americans, you may be feeling pain from the high cost of living every time you buy groceries or fill up at the pump. Surging food costs and higher gas prices are pinching consumers, especially those living on a fixed income....

Monday, August 15, 2022

While most people would agree that “leaving the world a better place than we found it” is a worthy goal, many find that it’s not the easiest task to accomplish. Aside from adhering to the “reduce, reuse,...

Tuesday, May 3, 2022

Thursday, January 20, 2022

The pandemic has showcased how much we rely on the internet, which makes it possible to virtually work from home, shop, attend religious service and stay connected with family and friends. Unfortunately, those conveniences come with...

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Wednesday, December 8, 2021

Wednesday, November 17, 2021

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.One of the proposals Congress is considering sets the top rate for taxing...

Tuesday, October 19, 2021

Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into...

Friday, September 17, 2021

Over the last year, many have seen their lives impacted by the COVID-19 pandemic. The ways in which we work, live, and communicate have drastically changed, to say the least.It’s difficult to predict what other aspects of life...

Wednesday, August 18, 2021

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...

Tuesday, July 20, 2021

When meeting with clients to determine the most efficient ways to maximize retirement savings, it’s not unusual for me to come across debt in a portfolio which prompts the million dollar client question, “Is it better to...

Thursday, June 17, 2021

Recently, there’s been a lot of noise about the Biden Administration’s American Jobs Plan, commonly referred to as the ‘infrastructure bill.’ We’ve heard a lot about infrastructure over the few years, and...

Friday, May 14, 2021

We know how devastating being the victim of fraud can be. When it comes to protecting credit, most people only consider taking precautions for adults. But many victims of identity theft crimes are children. Why? Their credit typically...

Saturday, April 17, 2021

The U.S. continues to make progress against COVID-19 with many businesses reopening across the country. Vaccine eligibility has widened or will soon be widened in all 50 states, over 3 million vaccine doses are being administered...

Friday, March 19, 2021

Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes!The Treasury Department and Internal Revenue Service has announced that...

Friday, February 19, 2021

Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.For...

Wednesday, January 20, 2021

We wish you a very happy new year! As we close in on year-end, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in...

Saturday, November 21, 2020

Retirement evokes different dreams for everyone, but for many, travel is part of the image. If travel is part of your retirement vision, before you leave town, it’s important be aware of whether Medicare coverage will...

Thursday, October 15, 2020

The pandemic has showcased how much we rely on the internet, which makes it possible to virtually work from home, shop, attend religious service and stay connected with family and friends. Unfortunately, those conveniences come with...

Wednesday, September 16, 2020

Vaccine development continues to a be a source for good news in the fight against COVID-19. AstraZeneca announced its vaccine candidate entered the final stage of testing in the US, while Moderna, Pfizer and BioNTech have vaccine...

Thursday, August 13, 2020

While COVID-19 cases continue to rise globally, a bright spot on the horizon is continued vaccine development progress with 135 potential vaccines in testing with the possibility of being available by January. Unemployment rates are...

Monday, July 27, 2020

We’re continuing to monitor the markets as well as the impact the novel coronavirus COVID-19 is having on them around the world. In the meantime, we’re doing everything we can to provide useful, accurate information to our...

Thursday, May 21, 2020

Hope was lifted this week with the potential development of a vaccine for COVID-19 however, the preliminary release of the vaccine quickly created skepticism. Unemployment is likely to peak in the next month and a new bill known as the...