Financial Planning Archives

Everyone’s Talking Inflation

Everyone is talking about inflation. Last year the conversation centered around the theoretical, as inflation hadn't kicked in to high gear.

Understanding FDIC Insurance

The FDIC is an independent government agency that protects bank depositors from the loss of uninsured deposits at an FDIC-insured bank.

Modern Portfolio Theory vs. Behavioral Finance

Two different belief systems serve as the basis for investment decisions: the Modern Portfolio Theory (MPT) and Behavioral Finance (BF).

What a Hawkish Fed Means for You

Stocks have fallen to start the year as the prospect of a more hawkish Fed weighs on the market - tech stocks have been hit hardest.

Changes to Required Minimum Distributions in 2022

The New Year brings good news to anyone who must take a Required Minimum Distribution (RMD) from their retirement accounts.

5 Investment Lessons for 2022

With the ups and downs of the market and the pandemic, the fact that we are in the third year of the business cycle may surprise you.

Fourth Quarter 2021 Market Review and Commentary

Please find below our quarterly market review and commentary for the 4th quarter of 2021. We hope you find it helpful.

A Market Top Isn’t a Cliff

It's tempting to think a market high is a signal stocks are overvalued or have reached a ceiling - especially after a blowout year like 2021.

How to Invest in Your Health in 2022

Healthcare is one of the essential parts of life's financial and personal journey. Many have not yet utilized all the tools that may help.

Early Retirement Plan Rollovers

You may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working. Let’s look at how these rollovers can happen and if they may apply to you.

Inflation Can Be Managed

Important Tax Numbers for 2022

With the new year right around the corner, we thought we'd go ahead and provide you with some important tax numbers for 2022.

Medicare Cost Changes for 2022

The Centers for Medicare & Medicaid Services recently released the 2022 changes for Medicare premiums and deductibles for Part A and Part B.

Biden Signs Infrastructure Bill

At the White House on Monday, President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years.

A Positive Take on the “Great Resignation”

Perhaps the biggest side effect of the rapid economic recovery is the historic number of job openings across the country.

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