Financial
How is the Economy Doing Right Now?
Going into December of 2022, we can say that the year has been boring, to say the least. Inflation is high, the stock market has been on a rollercoaster ride,…
Read MoreFixed Annuities – Best Rates in Over a Decade
Interest rates are rising, and while this is a concern in many areas, it’s a major driver of fixed annuities. We’re in the best environment for fixed annuities in the…
Read MoreStructured Notes – Frequently Asked Questions
Structured notes are something that a lot of our clients are asking us about. We use these notes, but many people don’t know what they are, how to buy them…
Read More2022 End of Year Tax Strategies
Taxes should be on everyone’s mind at this point in the year. Retirement planning and end-of-year tax strategies should be interlinked to help you secure your retirement and pay as…
Read MoreTax Planning Should Be a Part of Your Retirement Plan
Retirement planning is on every worker’s mind, but there’s one area that people often overlook: tax planning for retirement. You work hard for your money, and if you take the…
Read MoreHaving a Fun Fund in Retirement
Retirement is a major milestone, and there is something we highly recommend for all of our clients: a fun fund. You work hard, and you should work through retirement with…
Read More3 Questions to Ask Yourself About Retirement
When planning for retirement, you have a lot of questions pop up. However, in our recent podcast, we had the opportunity to go through the most common questions about retirement…
Read MoreHow to Invest in a Volatile Market in Retirement
Are you wondering how to invest in a volatile market? If so, you’re not alone. A lot of people are struggling to find solid advice on investing in 2022, where…
Read MoreFederal Reserve and Inflation
The Federal Reserve and inflation are something that everyone is dealing with, from the gas pump to food prices at the supermarket. Of course, if you’re a retiree on a…
Read MoreWhy You Should Use a Fiduciary
Volatility and inflation are major concerns for anyone who has their money in the market. One thing that keeps popping up when we talk to clients is, “are you a…
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