Blog
Ready for Medicare Open Enrollment?
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...
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Optimistic Sign In a Fear-Filled Market?
"Be fearful when others are greedy and greedy when others are fearful," according to legendary investor Warren Buffett.It's a great quote but complex advice to follow, especially in 2022 when stock prices are down double-digits. It...
Read MoreKeeping your eyes on the goal
As the struggle to control COVID-19 drags on, many of us experience periodic fatigue from distancing, negative headlines and future uncertainties. Staying disciplined when weary is difficult but crucial to short-term financial wellness...
Read MoreTime – Not Timing – Is the Best Way to Protect Gains
Good days and bad days are a fact of life in the market. Sometimes it’s up and we celebrate. But when it dips, we worry…and if it tanks, forget it: the first instinct for most of us is panic, and we wonder if we should just...
Read MoreThree Ways the Inflation Act Could Impact You
Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.Tax credits...
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Things to Know About Life Insurance
September is Life Insurance Awareness Month, making it a good time to review things you may not know about life insurance, such as:Policies differ widely. Term life insurance pays out a death benefit if you die within the specified...
Read MoreMind Over Markets – A Behavioral Guide to Investing
When market volatility is headline news and account values start to fall, it’s easy to understand why investors get jittery. Even with a boatload of historical data to support us, in times of stress we all struggle to overcome...
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Can a Disability Derail Your Retirement?
Most of us take for granted our ability to earn an income and save for retirement. What if something happens to you and you can no longer work? Not only would your day-to-day expenses start piling up, but your retirement contributions...
Read More5 Great Finance Blogs
Ever heard of the phrase ‘search cost?’It’s an economic term that refers to the effort, time and money someone spends looking for something they want. The hours you devoted to researching your next car or vacation?...
Read MoreJune 2022: Retirement Readiness
Our newsletter this month features an overview on when to talk to your financial professional about changes in your situation, if your retiree health care coverage goes with you overseas, includes a pre-retirement checklist to...
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Does Your Retirement Plan Support Your Employees?
As a business owner, it often makes sense to offer your employees a way to save for their retirement. By helping your team save for the future, you support their long-term financial goals and retirement readiness. You’re also...
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Father’s Day is June 19th!
It’s hard to believe we’re nearly half-way through 2022! As kids and grandkids finish the school year, it’s surprising how the days seem to get busier in addition to getting longer. As the summer rolls in, so do...
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How to Buy I Bonds Direct from the Treasury
With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection...
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How much retirement savings do you need to live comfortably?
The 4% rule can help a retiree determine how much to withdraw from retirement savings each year.
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Don't Panic - A Bull Case for Equities
It’s hard to ignore current news about persistent market volatility, and we’re guessing this has resulted in some anxiety about what (if anything) you should be doing. Please be assured that we are actively monitoring the...
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