Jan 21, 2022 | Retirement, Tax Concepts for Retirement, Weekly Financial Thought
“It’s important to know how Required Minimum Distributions will impact you in Retirement. Read these tips to ensure you are prepared!”
Jan 14, 2022 | Estate Planning, Financial Planning, Retirement, Weekly Financial Thought
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!
Dec 10, 2021 | Coronavirus, Investing, Issues that effect todays Market, Weekly Financial Thought
“2021 was a VERY interesting year when it comes to markets. What is one way you saw fear and greed play out during this past year?”
Dec 3, 2021 | Behavioral Finance, Investing, Issues that effect todays Market, Retirement, Weekly Financial Thought
“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?”
Nov 12, 2021 | Congress, Issues that effect todays Market, Weekly Financial Thought
Blog “The $1.2 Trillion Infrastructure Package” On Friday, November 5th Congress passed a $1.2 Trillion infrastructure package (228-206 vote) as part of president Biden’s economic agenda. This particular bill has had many back and forth changes between...
Oct 14, 2021 | Behavioral Finance, Investing, Issues that effect todays Market, Weekly Financial Thought
Blog “Debt Ceilings and the Growing National Debt” There have been many articles and hours of news television spent on covering the debt ceiling and growing national debt in America. This recent article and show by Peter Lazaroff does a great job...