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.
Inflation Can Be Managed
Economics is often called the “dismal science” in part because of its poor track record at making predictions. Perhaps the biggest reason for this is the difficulty in determining whether something is a new trend or a temporary event.
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.
Are Capital Gains Taxes Changing?
There are a lot of questions about President Biden’s Build Back Better plan and potential tax changes, including capital gains taxes.
Important: Changes to Your Bond Portfolio
It’s no secret that bonds haven’t exactly been fun to watch lately. Rising interest rates and inflation have taken a bite out of most fixed income portfolios, and most investors are not accustomed to seeing that.
Social Security Announces Large COLA Increase in 2022
Earlier this week, the Social Security Administration announced a 5.9% cost of living adjustment (COLA) for benefits beginning in 2022.
The $35 Trillion Wealth Transfer
The mother of all wealth transfers is coming. Baby Boomer heirs listen up: it’s not quite as soon as they are saying and not quite as much…
