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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 can keep you current on everything you need to know to pursue your financial objectives.

Sunday, November 19, 2023

November, a month synonymous with warmth, gratitude, and the spirit of Thanksgiving, offers a unique moment for reflection. As we gather around tables, replete with abundant feasts and surrounded by loved ones, many of us find our...

Thursday, November 9, 2023

It's that magical time of the year when twinkling lights, festive decorations, and the sweet aroma of pumpkin spice fill the air. While this season is packed with joy and celebrations, it also signals the winding down of the year,...

Wednesday, October 25, 2023

As your trusted financial advisors, we understand that navigating the world of health insurance and deferred compensation plans can be a bit overwhelming. That's why we're here to break it all down for you, step by step, so you can...

Wednesday, September 20, 2023

September is a special month for those of us in the world of finance, as it's Life Insurance Awareness Month. If you're wondering why we dedicate an entire month to life insurance, you're in the right place. As your trusted financial...

Thursday, August 31, 2023

Two Types of Investors   Within the realm of investing, two distinct archetypes emerge: the Short-Term investors and their counterparts, the Long-Term investors. With the sun's first rays, short-term investors spring into action,...

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Saturday, February 18, 2023

Key takeaways:Starting in 2024, RMDs will no longer be required from Roth accounts in employer retirement plans.The age to start taking RMDs increases to age 73 in 2023 and to 75 in 2033.The penalty for failing to take an RMD will...

Monday, December 12, 2022

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...

Thursday, October 6, 2022

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...

Tuesday, August 2, 2022

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...

Monday, June 6, 2022

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?