Nov 4, 2022 | Investing, Retirement, Tax Concepts for Retirement, Weekly Financial Thought
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...
Oct 28, 2022 | Retirement, Weekly Financial Thought
“Financial Scams are on the Rise. Be aware of these common ways that scammers are targeting older adults specifically!”
Oct 14, 2022 | Financial Planning, Investing, Issues that effect todays Market, Retirement, Weekly Financial Thought
“2022 has been difficult. It’s important to remind ourselves of the positives and remember that “this too shall pass.”
Oct 7, 2022 | Investing, Issues that effect todays Market, Retirement, Weekly Financial Thought
Blog “What the Last 100 Years Can Teach Us” While the saying is true that history doesn’t always repeat itself, it does tend to rhyme and looking back at the historical performance of the S&P 500 from the last 100 years can provide some helpful...
Sep 30, 2022 | Financial Planning, Health Care, Investing, Medical Expenses, Portfolio Diversification, Weekly Financial Thought
Blog “The Importance of a Health Savings Account” If the last few years are any indication, we can see that healthcare needs and associated expenses are truly an unknown quantity. Healthcare costs can be a major stumbling block for both the young and...
Sep 23, 2022 | Financial Planning, Weekly Financial Thought
Blog “Financial Tips for Newly Married Couples” Discussing finances is hardly a romantic idea for newly married couples but it is essential for any serious relationship. So many couples stick with their own individual way of managing money, which may or...
