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Tuesday, May 30, 2023

A Game You Don’t Want to PlayWe all know what a game of chicken is. In the most extreme example, thedrivers of two automobiles barrel down the highway at reckless speeddirectly toward each other, and usually (but not always) one...

Wednesday, May 17, 2023

A simply complex, but vital contributor to the success of your retirement plans are the sequence of your investment returns.  Many investors assume that a given sample of returns will yield the same outcome, and they would be...

Tuesday, May 2, 2023

Bank failures are like 8.0 earthquakes. They do not happen particularly often, but when they do, it can be disastrous to those too close to the situation. The recent collapse of Silicon Valley bank has raised concerns among consumers...

Wednesday, April 19, 2023

With tax season behind us, it's never too early to start planning for next year's taxes. By being proactive and implementing strategic tax-saving techniques, you can potentially reduce your tax bill and keep more money in your pocket....

Friday, February 25, 2022

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Wednesday, February 9, 2022

Tuesday, January 4, 2022

Tuesday, October 12, 2021

Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names.The Build Back Better Act. Or the $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working...

Tuesday, July 20, 2021

With all the attention given to inflation, stock prices, and job reports, it’s been easy to overlook the remarkable move in the bond market during the past few months.The yield on the 10-year treasury closed at 1.37% on Friday,...

Tuesday, July 6, 2021

With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021. While there’s still plenty of time to enjoy the rest of summer, we encourage you to slow down and check up on...

Tuesday, May 25, 2021

Plan your retirement date According to U.S. Census Bureau data, the average retirement age for men is 65 and for women 63. Even though it is hard to determine the exact desired retirement date, it is good to plan for a specific age...

Tuesday, May 11, 2021

Here’s a little-known fact that may help you save money on life insurance: when it comes to underwriting, insurance carriers typically rate clients to their closest birthday.What does that mean? It means that if you are 39 years...

Tuesday, April 27, 2021

The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8...

Tuesday, March 30, 2021

Are your financial goals well-defined? While "I want to have lots of money" may sound like a great goal, it's just too vague. How much is "lots?" If you don’t know … how will you know when you have it? And will the...

Tuesday, March 16, 2021

I’m sure you’ve heard that the House recently passed the Senate another round of stimulus to try and counteract the economic effects of the COVID-19 pandemic. The new stimulus package could narrow income eligibility to...

Tuesday, March 2, 2021

While many in the United States are beginning to receive vaccinations and people are starting to foresee a life after COVID-19, it remains clear that things aren’t yet back to normal. As a result, there has been a great deal of...

Tuesday, February 16, 2021

It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...

Tuesday, January 19, 2021

If you are like me and don’t like to clutter your house with old papers and items that you no longer need, you might be wondering when is it safe to shred your old tax returns? The best idea is to hold on to your tax returns...

Tuesday, January 5, 2021

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...

Tuesday, December 22, 2020

Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...

Tuesday, December 8, 2020

This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern.Many mutual funds in December pay shareholders capital gains distributions that they have...

Tuesday, November 24, 2020

Social Security plays an important role in your retirement strategy. But, don’t forget,  the amount you’ll receive depends on the age at which you file. You can start claiming benefits as early as 62, but for each...

Tuesday, November 10, 2020

Have you saved enough? Whether you started late, or have regularly saved throughout your career, you might wish you could stash some additional cash in your retirement fund. Fortunately, if you’re 50 or older, you can. The IRS...

Tuesday, October 27, 2020

Have you enrolled in Medicare, or are you considering it? If so, you should know that anyone who receives Medicare is eligible to receive Medicare Part D prescription drug coverage.However, if you don’t enroll for that coverage...

Tuesday, July 28, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...