Financial Scams Targeting Seniors Increasing

June is elder abuse awareness month, and I recently watched a presentation from Schwab’s fraud & risk management team on the growing trend of scams against the elderly.
The Great Resignation: By the Numbers

Last year, the U.S. Bureau of Labor Statistics announced that 4.5 million Americans, or 3% of the entire workforce, quit their jobs in November of 2021.
3 Myths About Bonds in a Rising Rate Environment

From our friends at Visual Capitalist – here is a great infographic illustrating three pervasive myths about bonds in a rising rate environment.
Medicare’s Premiums and Important Dates

The Centers for Medicare & Medicaid Services (CMS) have released the Medicare Part A and Part B premiums, deductibles, and coinsurance amounts.
Hidden Risk in Cash

With the uncertainty and market swings of the past few years, it’s certainly understandable that some investors would seek the safety of cash.
Charitable Giving Strategies

The task of being a good steward is always top of mind for me. It’s an honor to have the opportunity to help our clients make good decisions with their money.
‘Don’t Stop ‘Til You Get Enough’ Estate Planning

With more than 400 million records sold, 15 Grammys won, and instantly recognizable by billions of fans worldwide, Michael Jackson was a pop culture icon.
The Fed Has an Eye on Ukraine

The Russian invasion of Ukraine has made the Fed’s interest rate decision a little more complicated.
It May Be Time To Review Your Estate Documents

Just like your annual physical, it’s a good idea to schedule a check-up for your estate documents to make sure everything is as you intend.
What the Spike in Energy Means for You

While the humanitarian impact of Russia’s invasion of Ukraine is the top concern, investors also continue to face a challenging market environment as the conflict intensifies.
Consider Both Sides of the Inflation Story

As a follow up to my article from last week, I wanted to provide more color on another angle of the inflation story.
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.
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.