Blog
Stay the Course
In light of recent worldwide events which have had significant impact on the markets, we wanted to proactively reach out to remind you that we are here to support you as we navigate these times of uncertainty. Knowledge is power, and...
Read More10 Common (and Costly) Medicare Mistakes
As we age, one consideration that weighs on most people is the cost of healthcare in retirement. While we can’t truly predict the cost, we can take time to educate ourselves about the options or resources available to help pay...
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401(k) Millionaires
Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently.CNBC reported on findings that place 401(k) accounts at...
Read MoreDo You Qualify for the Child Tax Credit?
There are no two ways around it: childcare is expensive! In many cities, it can cost nearly as much as the mortgage or rent payment, which puts parents in a Catch-22: they have to work to afford childcare, but they need childcare in...
Read MoreProtect Yourself From Cyber Crime
The pandemic has showcased how much we rely on the internet, which makes it possible to virtually work from home, shop, attend religious service and stay connected with family and friends. Unfortunately, those conveniences come with...
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October Market Matters
Despite a shift in focus towards the fast-approaching presidential election, vaccine development remains a source of good news. Moderna – one of the leading COVID-19 vaccine developers – stated that it will not enforce...
Read MoreInherited IRAs: Learn About The Options
Navigating the death of a close family member can be difficult to endure. When a loved one is lost, the first thoughts likely won’t be about what to do with their IRA. But for beneficiaries, it is important to make wise...
Read MoreRoth conversions in 2020 could help your retirement plan
2020 may be a year that none of us ever forgets, for many reasons. But here’s one positive: Roth IRAs can be particularly beneficial for financial planning in the current tax and economic environment. A major incentive for...
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30-year Home Loans Fall to Historic Lows
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...
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An Unprecedented Rush to Cash
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%...
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FAQs about 2020 stimulus checks
Are you eligible for a stimulus check from the Treasury Department?As of Friday, April 24, the Internal Revenue Service said it had issued 88 million payments to individuals across the country. It plans to send out more than 150...
Read MoreRoth IRA Conversion in the Era of COVID-19
Roth IRA Conversion in the Era of COVID-19 Is it right for you? The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may...
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