Can You Pass This Basic Social Security Quiz?
Social Security is a different experience for every American, but certain things are universal. How would you do on a social security quiz?
The 4% Rule: A Good Starting Point for Retirement
In simple terms, the 4% rule attempts to answer the question “how much can I withdraw from my portfolio each year over the course of my retirement?”
4 Reasons to Choose Fee-Only Investment Management
Are you looking for an investment management approach that is transparent, personalized, cost-effective, and has your best interests in mind?
Strategies for Managing Your Money During Times of Financial Uncertainty
During times of financial uncertainty, managing your money effectively is crucial for your financial stability.
Your Cash Options With Financial Synergies
In this article we cover your cash options with Financial Synergies, which include money market funds and FDIC insured cash savings.
Debt Ceiling Brief
After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus, as the U.S. could become unable to pay its bills as soon as June 1.
What Issues Should I Consider When Reviewing My Beneficiaries in 2023?
There’s no time like the present to review your beneficiary designations. By taking the time to ensure your beneficiaries align with the instructions of your will or trust, you’ll rest assured that your intentions are realized.
Anatomy of an Index: S&P 500
Did you know that an estimated $13.5 trillion in assets are indexed to the S&P 500 Composite Index, including $5.4 trillion in index assets?
How the Failure of First Republic Impacts the Financial System
On the morning of May 1, it was announced that First Republic Bank had been taken over by the FDIC and sold to JPMorgan Chase.
The Triple Tax Benefits Of HSAs
Used properly and in the right situations, Health Savings Accounts (HSA) can provide triple tax benefits to account holders.
7 Ways to Spring Clean Your Finances
Spring is an ideal time to clean up your finances, clear out the clutter, and get a jump start on getting your financial house in order.
Capital Gains Tax When Selling Your Home
Check out this great graphic illustration of the ins-and-outs of capital gains tax when selling your home.
The U.S. Dollar is Still in Charge
The U.S. dollar has been in the headlines due to an anticipated pause in Fed policy and concerns over the currency’s place in the global financial system.
What Exactly Is Systemic Risk?
We’re hearing the term “systemic risk” all the time again from the financial media as we battle another (much smaller) banking crisis.
1st Quarter 2023 Market Review and Commentary
Markets started 2023 with strong gains in January, which were primarily driven by a continued decline in widely followed inflation indicators.
