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Your New 2023 Tax Rates & More

Your New 2023 Tax Rates & More

Blog"Your New 2023 Tax Rates & More" The Internal Revenue Service recently announced their annual inflation adjustments for the tax year 2023. Higher recent inflation means that some of these numbers are up by a greater degree compared to previous years.  Here are...

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“Realities of Recessions”

“Realities of Recessions”

: “Recessions are painful. It’s important to keep emotions in check and stay consistent in the midst of all the news coming our way”

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‘Your Goals > Stock Market Movements’

‘Your Goals > Stock Market Movements’

Blog"Your Goals > Stock Market Movements"   For those who’ve been reading our weekly articles for some time, you might recognize the title.  We have re-visited the idea that your personal goals should hold a greater weight than what is happening in the stock...

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“Does it Matter When Booms and Busts Happen?”

“Does it Matter When Booms and Busts Happen?”

Blog “Does it Matter When Booms and Busts Happen?”   For my grandparents it was the Great Depression and then an economic boom from the second World War.  For my parents it was the savings and loan crisis and the subsequent tech growth and dot-com bubble.  For me...

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SECURE ACT 2.0

SECURE ACT 2.0

“Secure Act 2.0 passed in the house of representatives this week. Read here about some of the key items included in this retirement bill.”

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Is There as Much Pain at the Pump As we Think?

Is There as Much Pain at the Pump As we Think?

Blog“Is There as Much Pain at the Pump As we Think?"   Drivers are squirming as gas prices blast through levels last seen during the oil crunch of 2008. In July of 2008, U.S. oil prices hit $145 per barrel and gas prices peaked at $4.16, according to government...

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Don’t Sell Hope Short “

Don’t Sell Hope Short “

“Markets have been rattled and investors are justifiably concerned about what to do next. This is a great reminder that hope and patience have always rewarded investors in the past and are likely to do so again in the future.”

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Where is Your Attention?

Where is Your Attention?

“So many things are vying for our attention. What is one area you hope to have better focus and attention on in 2022?”

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Mortgage Rates and Offer Prices

Mortgage Rates and Offer Prices

“Increasing interest rates are expected to cool the housing market. It may be worth considering your desired monthly payment amount vs. your desired purchase price in this changing environment!”

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“Consistency is Attractive”

“Consistency is Attractive”

“It is now more critical than ever to remain consistent and focused on the long-term rather than getting caught up in the crowd of voices in the media asking us to be worried about the short-term”

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The RMD Surprise for Retirees

The RMD Surprise for Retirees

“It’s important to know how Required Minimum Distributions will impact you in Retirement. Read these tips to ensure you are prepared!”

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Obtaining the CFP® Designation

Obtaining the CFP® Designation

With only 15% of registered representatives being Certified Financial Planners ™, it’s important to ensure the qualifications of the financial advisor you decide to engage!

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Setting Sights on 2022

Setting Sights on 2022

“It’s time to set our sights on 2022 and the year ahead! What is a financial goal you are looking to accomplish in 2022?”

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Relax and Focus on Long-Term

Relax and Focus on Long-Term

“Recent market jitters can cause many people to feel like the answer is to change something about their investments. We recommend re-focusing on the long-term and remaining invested along the way. What are some long-term goals you are working towards?”

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‘Your New 2022 Tax Rates & More’

‘Your New 2022 Tax Rates & More’

BlogYour New 2022 Tax Rates & More   The Internal Revenue Service recently announced their annual inflation adjustments for the tax year 2022. Higher recent inflation means that some of these numbers are up by a greater degree compared to recent years. However,...

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