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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Retirement Planning
4 Ways to Help Protect Against Unexpected Healthcare Costs in Retirement
As healthcare costs continue to rise, it’s crucial to understand how to protect your retirement savings from these expenses. Here are four strategies to help shield your retirement funds from unexpected healthcare costs.
October 28, 2024
Estate Planning
Embracing the Inevitable: Death, Dying, and Planning for the Future
October ushers in the Halloween season, spotlighting themes of death and the supernatural, often playfully. Homes are decorated with skulls and ghosts, and haunted attractions invite the brave to confront the macabre. While Halloween allows for lighthearted celebration of fears, it also encourages deeper reflections on death and dying.
October 23, 2024
Taxes
Year-End Contributions: A Gift to Yourself
The end of the year is the perfect time to work toward getting your finances in order. Wrap up all your retirement savings contributions before employer-sponsored plans such as Keogh, Solo 401(k), and 401(k). Learn more!
October 23, 2024
Saving
How to Skip the Toys When Gifting to Children
Are you thinking about heading to the toy store this season? When it comes to picking gifts for our children, grandchildren, or special people in our lives, we often reach for the newest toys or gadgets. However, it’s good to remember that these items can lose their charm and value over time. Here are some suggestions that can brings lasting joy!
October 17, 2024
Investing
September 2024 Market Review
Geopolitical tensions are rising in the Middle East and Ukraine, raising concerns about potential escalation of conflicts. Despite these tensions, financial markets continue to remain resilient, but there are risks of slower global growth and increased joblessness due to the potential consequences of war. What’s an investor to do? Read our September 2024 market review.
October 8, 2024
Retirement Planning
Social Security Retirement: Proposed Changes for 2025
As the U.S. population ages and life expectancies continue to increase, Social Security policymakers are considering adjustments to ensure its long-term sustainability. Read about three discussions are underway that may impact retirement benefits starting in 2025.
September 30, 2024
