Weekly Newsletter

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

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

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

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

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

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.

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.

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.

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.

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.

If you’re like most people, investing may not be your favorite activity. You might find it confusing, overwhelming, and maybe even frustrating.

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