Weekly Newsletter
A Different Degree of Wealth
Planning For The End Of The Year: 5 Strategies To Consider
Introduction As the year winds down, you may be more focused on wrapping up projects and making sure you’re ready for the holiday season. The
What Is Probate And How To Potentially Avoid It
Introduction Many people are confused about the probate process. They hear terms like “probate court,” “intestate,” and “testate” and wonder what they mean. Probate is
What To Do With Your 401k When You Leave The Company?
Introduction According to 2020 data from the Bureau of Labor Statistics the number of years that wage and salary workers stay with their current employer
Why You Shouldn’t Abandon Bonds
Bond Prices May Not Matter as Much as You Might Think They Do While swift bond price declines can be frustrating, it’s important to remain
401(k) Limit Increases To $22,500 For 2023, IRA Limit Rises To $6,500
This past week The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up
Designating An IRA Beneficiary
If you have an IRA, this is not what you want to happen–an incomplete or missing named beneficiary. This is more common than you think.
5 Things Your Financial Planner Wishes You Knew About Your Money And Investing
Investing and planning is a lot like cooking—you must have the right ingredients and know how to use them in a way that yields the best results.
How To Protect Yourself From Scams And Fraud With Apps Like Venmo And PayPal
It’s easy to get caught up in the excitement of new technology, but it can also put you at risk. Scammers are always looking for ways to trick people into giving away their personal information or money, and new apps like Venmo and PayPal make them even easier targets.
Mid Term Elections – What Do They Mean For Markets?
It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for re-election.
Overcoming Pessimism Bias In Investing
There’s no doubt about it: investing in times of volatility can be downright unsettling. It can seem that the market is in a continuing and constant free fall with no bottom in sight.
Are Target Date Funds Right For Retirement?
If you’re like most people, investing may not be your favorite activity. You might find it confusing, overwhelming, and maybe even frustrating.
Don’t Believe The Hype
There is a better and more prudent way to invest. In a recent interview with CNBC, CEO of Franklin Templeton Jenny Johnson made the following