Monday, May 22, 2023
About a month ago, I was in a client meeting when the topic of annuities came up. The client cut me off faster than when I am having a conversation with my wife and my three-year-old wants to tattle on his older brother. She told...
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Tuesday, May 2, 2023
If you are at all in tune with the market, you have probably noticed a large influx of people talking about, and investing in, exchange traded funds, or ETFs. Heck, if you turn on college sports on CBS, there are even commercials...
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Monday, March 20, 2023
We often get questions about why a CD or bond holding is showing it lost value on an account statement, when in fact the holding is whole and is not "under water". Most of the time, this is due to an accounting...
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Monday, March 13, 2023
With recent law changes, 529s just got a whole new look, or at least deserve a new one from investors. A 529 College Savings Plan is a very common way to put funds away for a child’s education. For the state of...
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Tuesday, February 28, 2023
Last Minute Tips Before Tax DayFewer things are more reliable than Tax Day, even if the deadline has shifted around a bit in recent years. This year, it’s April 18th for most taxpayers, and recent legislation changes...
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Wednesday, February 22, 2023
Tax time is upon us, and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to assist with...
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Thursday, February 2, 2023
The “F” word. Fiduciary. What is it and what does it mean? At it’s most basic level, a fiduciary means acting in the best interest of the client. It’s the golden rule. Do unto...
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Thursday, December 2, 2021
Our newsletter this month features a bucket plan to go with your bucket list, ensuring your retirement strategy anticipates health-care expenses, calculating your potential Social Security benefits, and considering when you should...
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Tuesday, November 2, 2021
Our newsletter this month features the savings habits of America, best practices for choosing your new car, pros and cons of prepaid debit cards, and how disability can impact your financial lifestyle. Hope you enjoy, and as always,...
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Tuesday, November 2, 2021
Our Retirement Readiness newsletter features a few misconceptions about Social Security, the difference between immediate and deferred annuities, a split annuity strategy, and an overview of where your retirement money will come...
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Monday, October 4, 2021
Our newsletter this month features information about how inflation affects the value of your money, how to manage a newlywed budget, ways to find assets you forgot all about, and when to file a claim on your insurance. Hope you enjoy,...
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Monday, October 4, 2021
Our newsletter this month features reasons you might want to keep a job even after you retire, the joys (and tax benefits!) of sharing wealth, the right time to take Social Security, and finally, ways to travel smarter. Hope you enjoy...
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Thursday, September 2, 2021
This month's Your Money Matters newsletter features tips for financial literacy, ways to travel smarter, estimating college costs (and letting go of your kids once the time comes to send them off!), and ideas to set healthy habits!...
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Thursday, September 2, 2021
Our Retirement Readiness newsletter features a discussion on paying off your mortgage prior to retirement, new trends that impact travel, retirement traps to beware of, and the latest sport to sweep the nation. Hope you enjoy, and as...
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Monday, August 2, 2021
This month’s Your Money Matters newsletter shares insight on how investors who put off important investment decisions may face potential consequence to their future financial security, the need for renter's insurance,...
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Monday, August 2, 2021
This month's Retirement Readiness newsletter features insights into inflation, the choices for your 401(k) at a former employer, rethinking the 4% rule, and considering how to live a fulfilling retirement. Hope you enjoy, and as...
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Wednesday, July 7, 2021
The Fourth, Freedom, and Family. I hope everyone had a safe and wonderful 4th of July!
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Thursday, June 3, 2021
This month’s Your Money Matters newsletter shares insight on situations when it may not make sense to file a claim on your home insurance, clarifies socially responsible investing, offers consideration points on how to retire...
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Thursday, June 3, 2021
This month's Retirement Readiness newsletter features strategies to address the challenges that women face when planning for retirement, tips to orchestrating your retirement accounts, shares some meaningful tips to help manage...
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Monday, May 10, 2021
This month's Retirement Readiness newsletter features the importance of anticipating health-care expenses within your retirement strategy, a quick video discussing the shift in attitudes regarding retirement around the country, along...
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Monday, May 10, 2021
This month’s Your Money Matters newsletter features an overview on how inflation is reported and how it can affect investments, tips for inventorying your possessions plus how it can help you save in the event of a loss, ways to...
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