Blog
Changes in tax laws, establishing planning and insurance regulations and the general fluctuations in the marketplace can affect your investment strategies. Our periodic blog posts will keep you current on everything you need to know to pursue your financial objectives.
Taxes - What Lessons Do They Teach Us?
How much was your tax refund last year? Most people remember when they get a tax refund because it makes them happy. How much did you pay in taxes last year? Roughly 95% of taxpayers have no idea how...
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What's My Number? (What's it Take to Retire?)
The majority of Americans have no idea how much they need to save for retirement. Most of us just guess an arbitrary round number, such as $1 million. And while having a random savings goal is obviously better than none at all, finding...
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Keeping Your Balance in a Changing Market
The U.S. stock market had its worst start since 1939 this year – and some experts feared that was just the beginning. With inflation at its highest in over 40 years and volatile trading days, the correction many investors warned...
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How Inflation Will Affect Your Wallet & What You Can Do About It
Everywhere you turn right now, the economic outlook seems grim - inflation, interest rates, government spending, the deficit, a looming recession. How do we make sense of the chaos unfolding before our eyes?
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