We’ve received questions from some of our readers asking what a hike in the Fed rate means to them, and so we reached out to an investment strategist to see what was being said. “This year’s expected series of rate hikes, the first since 2015, marks the beginning of...

With the due date for filing tax returns fast approaching, you may be getting ready to make your 2021 contribution into your IRA or other qualified account. Since we are already into 2022 you can take advantage of that and consider doubling down and also making your...

With so much going on around us in the market, it is difficult for many of our clients to have time to hit pause and think about the impact of taxes on their retirement savings. We thought to make it easier for you by sharing an up-to-date 2022 Tax Reference Guide for...

Over the past few weeks we’ve reviewed some things to think about regarding providing for your family’s future and protecting what you’ve worked for. As we enter the New Year, there are also strategies you can think about putting in place that will pass on your...

The pandemic and its impact has created a lot of unexpected events, changed the markets and caused each of us to adapt. Now is a good time to review how your needs may have already changed, or how you now understand they may change in the future. To get started, ask...

There are some risks in life that everyone should be prepared for. The question that needs to be answered is how do you protect yourself from these risks since the impact each has on you can change throughout your life? Those risks include the following: unexpected...

I read an article that I thought to share with you as it indicates Government data shows “nearly 70% of individuals who reach age 65 will need long-term care at some point.” Further, “while the median cost of an assisted living facility was $4,300 a month as of 2020,...

The author of this week’s article tells us the “so-called withdrawal rate should shrink to 3.3% from 4% according to a Morningstar report.” What does that mean? The withdrawal rate refers to how much a retiree can “safely” withdraw from their savings each year without...

The author of this week’s article tells us the “so-called withdrawal rate should shrink to 3.3% from 4% according to a Morningstar report.” What does that mean? The withdrawal rate refers to how much a retiree can “safely” withdraw from their savings each year without...

Commentary: We have been asked a question about whether someone should choose either an annuity product or a life insurance policy. That question is a reminder that it isn’t an ‘either/or’ choice. You may want to consider both annuities and life insurance for your...