News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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Investing
February 2023 Market Review
Bear markets tend to be followed by a bull run, but when? With elevated geopolitical risk and limited access to credit growth as support in times of recession, it’s important for everyone to stay informed about these challenges – so we can be better prepared when faced with potential instability down the road. Read our February market review!
March 6, 2023
Investing
Leaving Your Employer? You Have Options For Your 401(k)
When you leave your employer, carefully review the plan document of your 401(k) to determine if rolling it over is right for you. Depending on what’s best for your financial future and retirement planning goals, a rollover may or may not be necessary. Here’s what to consider!
February 26, 2023
Saving
Springtime Is Clean Your Finances Time
Springtime is a great time to review your finances so you can work toward financial independence. While many are organizing their closets and cleaning out drawers and garages, instead, clean up your finances using these ten tips.
February 24, 2023
Retirement Planning
The Social Security Trust Fund’s Problem
Initially designed for retired workers and survivors, the program’s funds depletion date is 2035. For Americans that will retire after 2035, the future of receiving their projected full retirement monthly benefit looks bleak. The Social Security Administration estimates the ability to pay 77% of promised benefits at that time. Here is Social Security’s present situation.
February 22, 2023
Investing
Finding Value In Bonds
In comparison to the rates seen in the 1970s, the most recent rises in interest rates still appear minimal. Despite this, these are the largest adjustments we have experienced in several decades and now, investors have a chance to take advantage of investment prospects that have been dormant in the debt market for over a decade. Here is how you could
maximize the rewards of this opportunity.
February 15, 2023
Estate Planning
3 Lessons Learned From the Presley Trust
All too often, the death of a celebrity is a cautionary tale when it comes to getting our affairs in order. Priscilla Presley (Elvis’s ex-wife and Lisa Marie’s mom) already filed a lawsuit four days after she buried her daughter to remove Lisa Marie’s oldest daughter as trustee.
In Lisa Marie’s case, we can learn from some wise planning going back to Elvis, as well as some things that could have been done better.
February 14, 2023
