Blog

Inside the Inflation Numbers

The Bureau of Labor Statistics says the consumer price index fell 0.1 percent in May, driven by deep discounting on...

The Fed’s Forecast

After its meeting yesterday, the Federal Reserve said it will be years before it raises interest rates again. The Fed...

The Tech Rally

The Nasdaq Composite rose 0.29 percent yesterday to finish the day at a new record close of 9,953.75, after briefly...

Changes Social Security Recipients Can Expect in 2021

The Social Security Administration (SSA) recently announced that the annual cost-of-living adjustment (COLA) for benefits would be 1.3%. Here's a...

Financial Literacy Month and What You “Must Consider”

Financial Literacy Month suggests it's time to take advantage of available tools, resources, and tips for financial education that can...

Debunking Annuity Myths

Don't overlook the benefits that annuities provide during your retirement planning years. Yes, some myths make them appear to be...

2020 Changed How Your Financial Professional Works with You

The loose definition of a financial professional is someone that provides insight intended to lead to a better outcome for...

Is Your HSA Working for You?

If you have a Health Savings Account (HSA) option, the benefits are worth the investment. The tax benefits of an...

Avoiding the Social Security Tax Trap

Retirees face multiple income traps, and many retired taxpayers will see a portion of their Social Security income make its...

Steps to Speed Up Your Refund This Tax Season

The Internal Revenue Service announced that the nation's tax season started on Friday, February 12, 2021, but it’s important to...

Millennial Inequality – Recovering Financially at Different Speeds

As if the 2008 recession wasn’t rough enough, hardships struck millennials again in 2020. Already facing professional and financial challenges,...

Retirement – Should You Take It Early or Late or Just on Time?

Imagine if Goldilocks was planning her retirement: “this date is too early” and “this date is too late” but “this...