5 Tips for Completing Your 2022 Tax Return

Tax filing always feels a bit tedious, but here are 5 tips for completing your 2022 tax return more efficiently.

Identity Theft Insurance: A Guide

How important is identity theft insurance? In 2021 alone, the FTC received 1.4 million reports of identity theft in the US.

Things Are Looking Up

Despite the constant drumbeat of negativity in the financial media, things are looking up in the market and the economy.

2023 Important Tax Numbers: A Handy Guide

In the ever-changing world of taxes, it's always helpful to have a cheat sheet. And it is tax planning season, so we put together a simple guide to 2023 Important Tax Numbers.

4th Quarter 2022 Newsletter

We’ve enclosed our 4th Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.

Investing Basics: The Impact of Inflation

4th Quarter 2022 Market Review and Commentary

The year 2022 saw surging interest rates and high inflation - resulting in the worst year for stocks and bonds in decades.

Asset Allocation and Risk Management

Whether retirement is years away or right around the corner, asset allocation and risk management will be critical to your success.

3 Reasons Investors Can Be Thankful In 2022

The holiday season, especially given the market rebound over the past few weeks, is the perfect time for investors to remember that there is still much to be thankful for amid the uncertainties.

Insurance Basics: Homeowners Insurance

Your home is one of the largest, if not the largest, assets you own. And if you own a home and have a mortgage, homeowner's insurance is almost always required.

Tax-Loss Harvesting: A Silver Lining

In a year like 2022, where there's been virtually nothing positive to talk about from an investing perspective, we try to make the best of a bad situation. One silver lining in a down market is the potential for tax-loss harvesting.

Social Security Announces Large COLA Increase for 2023

The Social Security Administration recently announced that benefits for retirees will increase by 8.7% beginning in 2023. This is the largest single year COLA increase in over 40 years.

3rd Quarter 2022 Newsletter

We’ve enclosed our 3rd Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.

Should I Change My Medicare Coverage During 2022 Open Enrollment?

Medicare’s Open Enrollment Period begins on October 15, and you may be asking, "Should I Change My Medicare Coverage During 2022 Open Enrollment?"

Medicare Part B Premiums Decrease for 2023

The Centers for Medicare & Medicaid Services (CMS) recently announced the 2023 premium amounts for Medicare Part B.

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