Weekly Newsletter

What Are They and Should You Consider Them? As many of you are aware, inflation is at a multi decade high. So, what are your

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if

Baseball stadiums are filled with optimists. Fans start each new season with the hope that even if last year ended badly, this year could finally

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision

After dropping the benchmark federal funds rate to a rock-bottom range of 0% – 0.25% early in the pandemic, the Federal Open Market Committee has

Short answer: Nobody knows! I hate to burst anyone’s bubble, but good news doesn’t sell. In the words of a mentor, the next apocalypse dejour

Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.1 million U.S. households. And Roth IRAs, created as part of

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks

On March 16, 2022, the Federal Open Market Committee (FOMC) of the Federal Reserve raised the benchmark federal funds rate by 0.25% to a target

Recently, the United States and other countries have imposed various sanctions on Russia for its invasion of Ukraine. One sanction that was discussed initially but

The Russian invasion of Ukraine has drawn condemnation and punitive sanctions from the United States, Europe, and their allies. The humanitarian cost of war cannot

As we close this week out, it has been one filled with news of Ukraine.  Perhaps as recently as the start of this month most

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans

While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity. Here are

When it comes to planning for your retirement income, it’s easy to overlook some of the common factors that can affect how much you’ll have

Tax season will soon be here. We often get questions about filing taxes and paperwork, so we wanted to provide some guidance to consider in preparing

It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that

Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022,

On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy in response to

Whether we’re ready for it or not, 2022 will be here soon. Another year will have passed. You’ll look at your schedule, your finances, maybe

Imagine it’s the height of the holiday gift buying season and you’re walking with many other shoppers toward the entrance of a major retailer. Above

The supply chain is the network by which products flow from the factories of suppliers to the inventories of retailers so they can ultimately be

In 1989 Steven Covey published The 7 Habits of Highly Effective People. Having sold more than 25 million copies, it remains one of the most

As we approach the end of 2021, now might be a good time to take a closer look at a few developments surrounding required minimum

As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. In fact, over decades

Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a

The words “speculating” and “investing” often get used interchangeably. And that’s not surprising, since they describe somewhat similar concepts. In both cases, you are laying

One of the oldest tricks in the arsenal of the professional card shark is to let the “mark” win. It might be just a few

Halloween, as comedian Jerry Seinfeld pointed out, is the best possible holiday a child can imagine.1 You simply go door-to-door, and the neighbors give you

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.1 The annual increase in the Consumer

Medicare beneficiaries can make new choices and pick plans that work best for them during the annual Medicare Open Enrollment Period. Each year, Medicare plan

In 2007 housing prices did something that was unthinkable at the time. They started to go down. And by the end of 2008 the Case-Shiller

Inflation has been increasingly in the headlines lately. Some pundits say it’s temporary. Others say it could lead us back to the economic doldrums of

Crime novelist Catherine Aird observed, “If you can’t be a good example, then you’ll just have to be a horrible warning.”1 This seems to be

As the 2021 pro football season kicks off, the Tampa Bay Buccaneers will start at quarterback a man who by all standard football measures is

Saving money for the future is a good habit. To do it means exercising the virtue of delayed gratification. So, it’s only natural that disciplined

This coming Labor Day will be characterized by backyard barbecues, back-to-school sales, and many employees enjoying the federal holiday. But few people will stop to

You don’t want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when

When you’ve lived a few years, you come to appreciate the truth of statements like: “The house always wins.” “In a gold rush, the only