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Tuesday, January 31, 2023

Panic selling is not an investment strategy. Repeat: panic selling is not an investment strategy.Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments. And if they...

Tuesday, January 24, 2023

Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season.  The Dow Jones Industrial Average skidded 2.70%, while the Standard &...

Tuesday, January 17, 2023

With the hustle and bustle of the holidays behind us, it’s a great time to mention that January is Financial Wellness Month. How should you observe this ‘holiday’? Consider it a reminder to prioritize and pay...

Tuesday, January 10, 2023

Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with...

Tuesday, January 3, 2023

As we age, one consideration that weighs on most people is the cost of healthcare in retirement. While we can’t truly predict the cost, we can take time to educate ourselves about the options or resources available to help pay...

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Tuesday, December 27, 2022

Remember when a college education was reasonably priced? In the past 20 years, the cost of college tuition for public universities has risen 165%. College students and their families have been taking on more and more debt, and they are...

Tuesday, December 20, 2022

Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week.The Dow Jones Industrial Average lost 1.66%, while the Standard & Poor’s 500 retreated 2.08%. The...

Tuesday, December 6, 2022

In recent weeks, the word recession has started creeping into business news and financial market coverage.Is that cause for alarm or just another attention-grabbing headline? There’s no simple answer.A recession is defined as two...

Tuesday, November 22, 2022

Did you know… with thoughtful, advanced planning, you can extend your legacy of charitable giving beyond your lifetime, creating lasting benefits for the organizations you care about? And if you have a desire to give back to...

Tuesday, November 8, 2022

It is hard to believe we are in the midst of yet another election cycle. With inflation soaring, economic growth slowing, and extremely choppy markets, midterm elections seem like an afterthought. But on Tuesday, November 8th, 435...

Tuesday, October 25, 2022

If you’re wondering if estate planning is right for you, it’s important to know it’s not just for the wealthy. Even people with modest assets need a written plan. And right now is a great time to take the next step...

Tuesday, October 18, 2022

The energy topic has been central to many conversations during ongoing market volatility this year, and for a good reason. Oil and natural gas prices have fluctuated widely in recent years. Additionally, nearly every aspect of the...

Tuesday, October 11, 2022

For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are good reasons to set up your online Social...

Tuesday, October 4, 2022

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...

Tuesday, September 27, 2022

"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...

Tuesday, September 20, 2022

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...

Tuesday, September 13, 2022

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...

Tuesday, September 6, 2022

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...

Tuesday, August 30, 2022

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...

Tuesday, August 23, 2022

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...

Tuesday, July 26, 2022

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...

Tuesday, July 5, 2022

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?...

Tuesday, June 28, 2022

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...

Tuesday, June 21, 2022

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...

Tuesday, June 14, 2022

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...

Tuesday, June 7, 2022

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...

Tuesday, May 31, 2022

Tuesday, May 24, 2022

The 4% rule can help a retiree determine how much to withdraw from retirement savings each year.

Tuesday, May 17, 2022

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...