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What’s on our mind? Read about it here in our blog. Check in regularly for timely content and information related to the financial world.  Have a burning question or blog topic suggestion?  Let us know!  We’re glad to have you reading along.

Wednesday, May 6, 2026

Perhaps you’ve heard the maxim, “Preparation is the key to success.” But when it comes to life insurance, knowing when to prepare is almost more important than the preparation, itself. Taking care of those who matter most is always wise.

Wednesday, April 15, 2026

We’re not real estate professionals, but we keep a close eye on what’s going on with the housing market because we know how important a home is to most people. Read on to learn more...especially if you're considering a move.

Wednesday, March 18, 2026

For individual investors, Buffett’s takeaway message is powerful: stick to your strategy. Don’t be impulsive and make an emotional decision. Allow your guiding factors to be your goals, time horizon, and risk tolerance.

Wednesday, February 25, 2026

When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. Read on to learn more about the changes.

Wednesday, February 18, 2026

The Internal Revenue Service recently released new limits for 2026. Although these adjustments won’t bring any major changes, there are some minor elements to note. Please reach out with any questions!

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Wednesday, January 28, 2026

There is always something to worry about on Wall Street. “Wall Street climbs a wall of worry”—a quote that is often attributed to Warren Buffett. He didn't say it, but he sure believed it. Don't let the worries get to you...we're on it.

Wednesday, January 7, 2026

Artificial Intelligence and what it means for investors seems to be on everyone's minds these days. Read on to learn more and reach out to schedule an appointment if you'd like to discuss your financial goals and this topic further.

Wednesday, December 10, 2025

What's the purpose of a retirement strategy? To us, it's to enable you to get WHAT you want, WHEN you want it. We're ready to help you come up with a plan to retire the way that you want to if you stick to our guidelines.

Wednesday, November 26, 2025

Have you heard of the concept known as “Revenge Savings”? Gen Z’ers (born 1997 to 2012) have popularized the “vibe-based budgeting” this year. It's really nothing new as every generation seems to have its own version. Read on for more!

Wednesday, November 12, 2025

“Adjusted for inflation” is a phrase you may think isn’t important. But when you see it in action, you might change your mind. Let’s examine how “adjusted for inflation” has affected a few tax rules and their impact on Social Security.

Wednesday, October 29, 2025

The Fed lowered short-term interest rates at its September 2025 meeting, but the question on most people’s minds is, “What’s in it for me?” That’s a fair question, so here are some ideas to consider.

Wednesday, October 15, 2025

One of the truisms of personal finance: past performance is no guarantee of future results. Government shutdowns aren't new. What happened before is interesting to check out, but it doesn’t mean it will happen again.

Tuesday, October 14, 2025

October marks National Financial Planning Month, making it an ideal time for a financial health check-up. Just as you schedule annual medical exams, this month offers a natural opportunity to assess your financial situation.

Wednesday, September 17, 2025

No more pennies?! If anyone should be upset about this penny business, it’s Abraham Lincoln. He’s no longer going to be on a coin and a bill. That club now includes only two presidents!  

Wednesday, August 20, 2025

Approaching your 70s? As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. QCDs can offer an opportunity to support your favorite causes and manage your retirement income.

Wednesday, July 16, 2025

Wondering how Congress's recently passed domestic bill impacts you? Read on for an overview of upcoming tax law changes resulting from the bill.

Wednesday, February 26, 2025

Depending on the products and services you consistently buy, inflation is pretty personal. Check out a new inflation indicator that tracks how much people will pay for Rolex watches in the secondary market.

Wednesday, February 12, 2025

You may have heard about the recently signed Social Security Fairness Act that eliminates 2 longstanding provisions for Social Security. Read on to learn more about how this could affect you. We're always here if you have questions.

Wednesday, January 29, 2025

Have you noticed your daily caffeine fix creeping up in price? Take comfort in knowing you're not alone. Read on to learn more!

Monday, January 13, 2025

In 2024 we all experienced inflation in different ways...at the grocery store, traveling, dining out, etc. It all depends on our personal economic choices. Read on to see how you compare and get an idea of what 2025 will look like.

Wednesday, December 4, 2024

The rapid rise of artificial intelligence (AI) during the past year has been remarkable, and it has spotlighted the fast-paced decision-making in the US tech industry...especially when compared to other countries.

Wednesday, November 6, 2024

When we created your portfolio strategy, we considered all of your assets, including your company-sponsored plans. It's important to keep us up to date on changes so that we can make sure we take advantage of everything you're offered.

Wednesday, October 16, 2024

"Do I need an emergency fund?" "When is it appropriate to tap into these funds?" "Where should these funds be located?" These are all valid questions and answers vary depending on your situation. The only wrong answer is not having one!

Wednesday, September 25, 2024

Election years often make investors question which outcome is best for the bottom line, politics aside. The honest answer is that there isn't much of a difference historically. Read on to learn more.

Wednesday, September 4, 2024

The 2024 Employee Benefit Research Institute (EBRI) Retirement Confidence Survey was recently released, and it provides an illuminating look at the state of retirement preparations and mindsets in the US. Read on for more insights.

Wednesday, August 7, 2024

If we had to pick one word that defines the first half of 2024, it would be resilience. That resilience has continued to fuel the trends we saw in late 2023- economic growth mixed with stubborn but decelerating inflation.

Wednesday, July 17, 2024

What is the "magic number" needed to retire comfortably these days? It's a loaded question that's on many of our minds. Remember that there are many factors to consider and that we're here to help you plan.

Wednesday, June 26, 2024

When to begin taking Social Security benefits requires careful consideration and planning. It's an important decision that impacts your goal of maximizing your lifetime benefits. Read on for several factors to consider.

Wednesday, June 5, 2024

Did you know that when you turn 50 you're allowed to make contributions above the standard limits into certain retirement accounts regardless of how much you've already saved? Keep reading to learn more and reach out with questions!

Monday, May 13, 2024

Many have been waiting for the Fed to lower interest rates for a while now. It seems they took an indirect approach to easing monetary policy, and if you weren't following closely, you may have missed it. Read on to learn more.

Tuesday, April 2, 2024

Here's my forecast: cloudy with a chance of market volatility. The Federal Reserve seems to have primed the markets for lower interest rates but has yet to provide many details. Trying to make sense of things can be tricky so reach out.

Monday, March 11, 2024

Medicare plays a critical role in your healthcare coverage in retirement. Haven't enrolled yet? The deadline is March 31st so there's still time. To enroll or reach out with questions head to Medicare.gov.

Monday, February 26, 2024

What happened to the recession? For almost two years now, signs have pointed to a recession and yet the economy continues to hum along. Inverted yield curves have signaled every recession since 1976, but this time seems different.

Tuesday, November 7, 2023

Many college applications may have been submitted, but what does that mean for your finances? Take a closer look at what to expect for college expenses and let's make a plan to prepare accordingly.

Tuesday, September 19, 2023

The expression, "It's a headline risk for the markets" simply refers to the fact that an unsettling news event - unexpected or anticipated - can add volatility to the financial markets. Be prepared as Congress works to pass a new budget.

Wednesday, August 30, 2023

"Recession" sure seemed to be the buzz word coming in to 2023 but here we are close to September and so far, no recession. It actually appears that the economy is slipping into an expansion instead. Read on for more details.

Wednesday, July 19, 2023

Core CPI, which excludes volatile food and energy prices, rose just 0.16 percent for the month of June, the lowest reading in more than two years and a significant downside break. Read on to see a few of the reasons this is important.

Thursday, May 18, 2023

"Wall Street climbs a wall of worry" is a saying for a reason. It seems investors have shifted their focus from inflation to Washington's budget negotiations and how the debt ceiling will be resolved. Read on to learn more.

Thursday, March 23, 2023

Many investors are tempted to react in the wake of the Silicon Valley Bank and Signature Bank's financial troubles. Keep in mind that we crafted your investment strategy thoughtfully for you regardless of what the markets do daily.

Thursday, February 2, 2023

It seems that, like so many of us, America's corporate leaders are preparing for the worst but hoping for the best when it comes to making decisions that impact the bottom line.

Tuesday, January 10, 2023

The IRS has released new retirement contribution limits for 2023. After months of high inflation and financial uncertainly in 2022, some of these cost-of-living-based adjustments have reached near-record level. Read on for the highlights.

Thursday, November 10, 2022

Rising interest rates seem to be a hot topic and it's certainly obvious why. Keep in mind that short-term economic uncertainty is worth long-term price stability and that's the Fed's ultimate goal.

Monday, October 24, 2022

Everywhere you turn, there's another story about inflation. Despite the fact that inflation has hit our favorite Halloween confections as well, it seems that consumers are still feeling optimistic. Read on to learn more.

Monday, September 26, 2022

There is a lot of chatter about whether or not we consider our economy to be in a recession. Either way, it's not unprecedented. It's a good time to stay focused on your long term financial goals and not worry about what you can't change.

Monday, August 29, 2022

Curious about the Inflation Reduction Act that was recently signed? A $430 billion dollar package is obviously more complex than a simple blog can explain but read on to learn more about a few key areas that may benefit you.

Wednesday, August 10, 2022

Now that we're over halfway through 2022, it's a great time to consider what the rest of this year may hold. Whether you're contemplating vacation plans or other large expenditures, we're here to help you navigate these tricky decisions.

Thursday, July 21, 2022

It just might be time to switch from defense to offense even with the continued market downturn. Read on to learn about 3 maneuvers you may want to consider while we wait out this bearish market season.

Wednesday, June 22, 2022

Summer is officially here! While it's certainly a great time for beach vacations and fun with family and friends, it's also the perfect time for a mid-year reflection regarding your financial goals. Take a look at this summer checklist!

Wednesday, June 8, 2022

Do today's markets have you feeling uncertain? We are certainly living through unusual times but we are are here to help keep things in perspective.

Friday, May 20, 2022

Considering a career change or even contemplating changing your retirement plans? You're not alone. Read on to learn more and let us know if you'd like to discuss your options.

Wednesday, May 4, 2022

Inflation and interest rates...topics on everyone's minds recently. Read on to learn more about what's going on and keep in mind that your overall strategy considers that there will be transition periods in the economy.

Wednesday, April 20, 2022

The word recession is a scary one and it's been hitting headlines more often recently. Is it cause for alarm or just click-bait? What does it mean for your investment strategy?

Wednesday, March 23, 2022

Talking about bacon is always fun...it can even illustrate a topic that has been in the financial media a lot lately- inflation. Read more about the hot topic and how it impacts your savings and plans for the future.

Wednesday, March 9, 2022

Take a deep breath. Historically, the stock market has taken geopolitical events in stride. Check out this cliff notes history of stock market downturns as well as the potential opportunities in front of us.