- Learning from Financial Mistakes: How Setbacks Can Set Up Future Success (04/15/2024)
Embrace financial setbacks as opportunities for growth. Learn from mistakes, strengthen weaknesses, reassess goals, and cultivate resilience.... more
- Tax Planning: Making Strategic Moves as December Approaches (10/15/2023)
As December approaches, it’s crucial to consider strategic tax moves. Watch out for bracket creep and explore options to reduce your adjusted gross income.... more
- Investors Languish in Interest Rate Limbo as They Await Next Fed Moves (08/15/2023)
The market continues to churn over concerns of how much further the Fed plans to go to win the battle over inflation.... more
- The Problems with Robo-Investing (07/15/2023)
Some investors may find robo-advisors to be a good solution for their investment needs. Know the limitations and drawbacks if you have complex financial goals or personalized financial planning needs... more
- Inflation is Cooling but the Pain May Linger for A While (06/15/2023)
Even mild inflation can threaten Retirees purchasing power. Conservative planning assumptions can keep retirees safe and on track. Learn why inflation that is cooling can continue to linger for some time.... more
- What to Expect with Fed Rate Hikes (05/15/2023)
The Federal Reserve must contend with several potentially cataclysmic events as they try to control inflation through rate hikes.... more
- How to Pay Fewer Taxes on Retirement Account Withdrawals (04/15/2023)
How to pay less on your retirement taxes requires a strategy. Here are some ideas for working with your tax professional to create a strategy for you.... more
- Didn’t Prepare for Your Taxes Very Well Last Year? Here’s What to Do Now (03/15/2023)
Take the time and effort to prepare for filing your taxes. Cut down on the time involved in completing your taxes online. Here is annual tax preparation checklist to save time, effort, and money.... more
- How to File for Social Security Benefits (02/15/2023)
Learn your options for claiming your Social Security benefits. There are time-saving steps you can take before calling, clicking, or driving to claim your benefits.... more
- Biggest Changes to Social Security for 2023 (01/15/2023)
The big jump in inflation has let to several changes to Social Security in 2023 impacting retirees and those planning for retirement.... more
- How Will Inflation Impact Your Holiday Spending? (12/15/2022)
Your holiday budget may not go as far as it did in the past. The key is making wise choices. Here are some tips for making it possible to keep your budgets from breaking.... more
- Medicare Costs are Coming Down (Slightly), and Other Changes for 2023 (11/15/2022)
Medicare’s open enrollment period is an excellent opportunity to look around to see if other plans might offer a better value.... more
- You Know About “Sequence of Returns Risk,” but What about “Sequence of Inflation Risk”? (10/15/2022)
Inflation risk can compound all other risks if it’s not confronted in your planning. Learn what it is and how you can plan to control it within your portfolio.... more
- What to do Now to Guard Against Rising Inflation (09/15/2022)
You can’t hide from inflation but, there are ways you can fortify your finances to mitigate its effects and even get ahead of it. Here are some ideas.... more
- I Just Retired. How do I Weather the Market Downturn? (08/15/2022)
Don’t make the mistake of emotionally charged decisions when a downturn happens. The planning triad can help you fortify your retirement plan. Learn what it is!... more
- How to Make Lemonade out of Lemons in a Down Market (07/15/2022)
Although investors are experiencing downturns in the stock market, there are ways to take advantage of opportunities to boost your investment performance.... more
- Why Inflation and Rising Interest Rates are a Problem for 60/40 Portfolios (05/15/2022)
As inflation spikes and the Fed signals a shift in rate policy, is it time to end the 60/40 asset allocation mix in favor of a rule adjustment?... more