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Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Saturday, May 1, 2021

Did you know that May is Asian American and Pacific Islander Heritage Month? This year, we invite you to join us in celebrating the often-overlooked contributions of Asian and Pacific Islander Americans to this great nation.Whether...

Saturday, November 14, 2020

On the heels of the most recent market volatility, I wanted to share some perspectives from Martin E. Landry, the director of the Portfolio Management Group from our financial services partner Avantax Wealth Management. In his...

Saturday, November 14, 2020

Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to...

Saturday, September 5, 2020

With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and...

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Tuesday, September 1, 2020

Americans who have been adversely affected by the COVID-19 pandemic may now be able to access retirement accounts to help cover daily expenses, penalty-free.Now, in addition to those who have lost their jobs during the COVID-19...

Saturday, August 29, 2020

In your retirement strategy, you’ve likely put a good deal of thought into putting away enough money to enjoy your life, once you’ve put the daily grind in the rearview mirror. Like many, you’ve probably planned for...

Saturday, August 22, 2020

Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions (RMDs) from traditional IRAs and 401(k)s. There...

Thursday, August 20, 2020

Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try...

Thursday, August 20, 2020

Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions (RMDs) from traditional IRAs and 401(k)s. There...

Tuesday, August 18, 2020

Stock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal-spending measure.The Dow Jones Industrial Average gained 1.81%, while the Standard...

Wednesday, August 12, 2020

Working Hard but Looking Forward to the Next Stage in Life? You’re at that age when you find yourself thinking more and more about retirement. It’s really not that far away. Your kids are planning their careers and...

Wednesday, August 5, 2020

What Determines Car Insurance Rates?Driver history is just one factor; there are many others. Your auto insurance premium is based on more than your driving history. The amount you pay for auto insurance is determined by a complicated...

Wednesday, July 29, 2020

Before You Claim Social SecurityA few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual...

Wednesday, July 29, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...

Wednesday, July 22, 2020

In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger...

Monday, July 20, 2020

As Americans adjust their spending habits in a rapidly changing economy, they are building cash reserves at an unprecedented rate.The Bureau of Economic Analysis reported on May 29th that the personal savings rate hit a historic 33%...

Wednesday, July 15, 2020

Before You Claim Social SecurityA few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual...

Monday, August 5, 2019

Your appointment is coming up! Hi there!We’re looking forward to seeing you for your appointment, which is coming up soon. Every meeting is a chance for us to learn more about your goals, and find ways to support you as you...

Tuesday, June 4, 2019

Americans who have been adversely affected by the COVID-19 pandemic may now be able to access retirement accounts to help cover daily expenses, penalty-free.Now, in addition to those who have lost their jobs during the COVID-19...

Tuesday, June 4, 2019

Americans who have been adversely affected by the COVID-19 pandemic may now be able to access retirement accounts to help cover daily expenses, penalty-free.Now, in addition to those who have lost their jobs during the COVID-19...

Sunday, April 7, 2019

Pullbacks, Corrections, and Bear MarketsWhat's the difference? What do these terms mean for you? The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell...

Tuesday, August 7, 2018

A Stock Market Lesson to RememberConfidence can quickly erode, but it can also quickly emerge. Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household...