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Wednesday, February 21, 2024

Fewer things are more reliable than Tax Day, even if the deadline has shifted around a bit in recent years. This year, it’s April 15th for most taxpayers, and recent legislation changes include substantial increases to...

 

Thursday, February 15, 2024

The pandemic has changed the way a lot of Americans work. Working remotely from home is the new normal for many. If you’re one of them, you may have wondered if you should consider claiming the home office deduction on your...

 

Friday, February 9, 2024

Saving money is a bit like eating healthy; you know you should eat your veggies, but it’s hard to resist indulging in something more fun. Like making healthy choices, a tax refund can present the opportunity to splurge. But,...

 

Monday, February 5, 2024

January 29 to February 2, 2024, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder. Here are a...

 

Friday, February 2, 2024

This month’s Your Money Matters newsletter contains helpful information about managing your taxable income, a brief primer about life insurance, protecting your assets with an umbrella policy, and the importance of inventorying...

 

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Tuesday, January 23, 2024

With the new year comes the annual tradition of setting a resolution. We’re sure you won’t be surprised to hear that we are in favor of resolutions that change your financial habits for the better. Here are a couple of...

 

Wednesday, January 17, 2024

January 28 is an internationally recognized day to remind us about data privacy. Also known as Data Privacy Day, January 28 aims to empower companies and individuals to discuss and implement ways to safeguard data and respect...

 

Monday, January 15, 2024

The New Year means taking a new look at your finances. The most important thing is to make sure you feel like you have the cashflow you need to do the things you want to do. So, let’s set some goals this year to build on last...

 

Friday, January 12, 2024

The secret to financial independence starts and ends with a good budget. I can’t stress this enough. You may or may not be aware of how much your budget will change from your earning years to your active retirement ones. Will...

 

Wednesday, January 10, 2024

January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy. For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their...

 

Tuesday, January 9, 2024

The new year is an opportunity for new beginnings – including setting new goals! Whether big or small, setting resolutions can help create a path to greater happiness and freedom. Here’s the thing – setting and...

 

Monday, January 8, 2024

Did you know that hobbies can help you live a longer and more fulfilled life? Many scientific studies have found that having a hobby can improve your physical and mental health, keep you sharp on the job, and help your relationships....

 

Thursday, January 4, 2024

As you know, in the financial industry we take privacy and identity verification very seriously (it’s part of our ongoing effort to best protect clients and their assets). In recent years, we’ve begun adding a...

 

Friday, December 22, 2023

This month’s Your Money Matters newsletter contains helpful information about how biases affect your financial choices, the link between debt and stress, important considerations before tapping retirement savings to pay for a...

 

Wednesday, December 20, 2023

Throughout our lives, men and women have differing healthcare needs. In retirement, the differences are even more amplified due to longevity and potential savings deficiencies. First, when childbirth occurs, women are more likely than...

 

Monday, December 18, 2023

At some point in life, you’ll be in the market to buy something that costs big bucks. No matter the purchase, sometimes the decision can be hard to make. Here are three things you should ask yourself before you spend your...

 

Friday, December 15, 2023

One of the biggest financial challenges women often face is preparing for (and saving enough for) retirement. There are numerous reasons why these challenges exist, but through continued awareness and planning, those challenges can be...

 

Wednesday, December 13, 2023

At some point in our lives, we all have to navigate the death of a close family member; it can be difficult to endure. When a loved one is lost, those first thoughts likely won’t be about what to do with their IRA. But for...

 

Monday, December 11, 2023

The holidays are upon us which means the inevitable increased spending on gifts, travel and festive activities. While it’s nearly impossible not to spend more during these next few weeks, the less credit card debt accumulated...

 

Thursday, December 7, 2023

The end of the year is approaching, and as a taxpayer, you can make some last-minute moves to improve your financial position come tax time. By making tax-free donations or contributions to retirement accounts, you can shrink your...

 

Wednesday, December 6, 2023

As we enter December, things are looking rosy for the markets going into year-end. Thanks to growing confidence that the Federal Reserve is done raising interest rates for 2023 and may cut rates earlier than expected in 2024, the Dow...

 

Thursday, November 30, 2023

Just wanted to take a moment to wish you a safe, happy, and beautiful Holiday season. May your celebrations include those you love, good times, and great memories.

 

Tuesday, November 28, 2023

We don’t always hear about it in the news, but identity theft is on the rise. Our constant internet usage has given us a large digital footprint. And the more you’re online, the greater your risk of criminals hijacking...

 

Monday, November 27, 2023

As a reminder, the 2024 Open Enrollment Period for the Affordable Care Act (ACA) Health Insurance Marketplace is November 1 through December 15, 2023. Anyone looking to enroll, re-enroll, or opt out of private health, vision...

 

Wednesday, November 22, 2023

The holiday season is upon us; from story time with sorely missed grandchildren to laughter with friends and family over long-cherished memories, there's little doubt that "the most wonderful time of the year" has arrived. For my...

 

Tuesday, November 21, 2023

We don’t always hear about it in the news, but identity theft is on the rise. Our constant internet usage has given us a large digital footprint. And the more you’re online, the greater your risk of criminals hijacking...

 

Monday, November 20, 2023

The end of the year is approaching, and as a taxpayer, you can make some last-minute moves to improve your financial position come tax time. By making tax-free donations or contributions to retirement accounts, you can shrink your...

 

Friday, November 17, 2023

As a reminder, the 2024 Open Enrollment Period for the Affordable Care Act (ACA) Health Insurance Marketplace is November 1 through December 15, 2023. Anyone looking to enroll, re-enroll, or opt out of private health, vision...

 

Wednesday, November 15, 2023

This month’s Your Money Matters newsletter contains helpful information about how capital gains are taxed, important considerations regarding your life insurance needs, a look at how asset classes perform, and an overview of...

 

Tuesday, November 14, 2023

Long-term care insurance (LTC) is a critical but often overlooked component of retirement planning.   Many people think they don’t need LTC because they’ll get Medicare when they retire. But Medicare often...

 

Monday, November 13, 2023

As a woman, you’re well versed in the practice of giving (giving your time, energy, expertise, support, etc.), so you probably already know how giving can enhance your life while improving the lives of others. But did you also...

 

Wednesday, November 8, 2023

Did you know… with thoughtful, advanced planning, you can extend your legacy of charitable giving beyond your lifetime, creating lasting benefits for the organizations you care about? And if you have a desire to give back to...

 

Monday, November 6, 2023

Wouldn’t it be nice if the stock market didn’t have such violent swings in either direction? Especially the dramatic downward plunges - we’d ALL like to avoid those! But the reality is, the markets include a certain...

 

Friday, November 3, 2023

During our working years, many of us have access to an employer-sponsored health insurance plan either through our job or our spouse's job. But when it comes to retirement, we typically rely on Medicare and Medicare supplemental...

 

Thursday, November 2, 2023

Even though “tax time” is the April deadline when everyone gathers all the required paperwork for filing, it’s important to consider the impact of taxes all year long. Are there deductions you’re missing?...

 

Wednesday, November 1, 2023

We strive to keep you regularly updated with important market changes and economic news.  Please find the most recent Quarterly Market Recap from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This...

 

Tuesday, September 5, 2023

Cyber Security. We all know we need it. Unfortunately, as our society continues to be more digitally connected, it creates a breeding ground for heightened criminal activity. The growing pool of personal and financial data being...

 

Wednesday, August 23, 2023

At some point in our lives, we all have to navigate the death of a close family member; it can be difficult to endure. When a loved one is lost, those first thoughts likely won’t be about what to do with their IRA. But for...

 

Monday, August 21, 2023

When market volatility is headline news and account values start to fall, it’s easy to understand why investors get jittery. Even with a boatload of historical data to support us, in times of stress we all struggle to overcome...

 

Monday, August 21, 2023

Want to get connected? We wanted to let you know about a whole new way to connect with us on your own time, through our social media channels. Our Facebook, Twitter, and LinkedIn pages feature helpful financial information, including...

 

Monday, August 14, 2023

At some point in life, you’ll be in the market to buy something that costs big bucks. No matter the purchase, sometimes the decision can be hard to make. Here are three things you should ask yourself before you spend your...

 

Friday, August 11, 2023

At some point in life, you’ll be in the market to buy something that costs big bucks. No matter the purchase, sometimes the decision can be hard to make. Here are three things you should ask yourself before you spend your...

 

Wednesday, August 9, 2023

There are a few important documents that are imperative to know where they are at all times and ensure they are protected from theft and in case of emergency. Often times, these documents can be difficult to find when needed most, so...

 

Tuesday, August 8, 2023

Throughout our lives, men and women have differing healthcare needs. In retirement, the differences are even more amplified due to longevity and potential savings deficiencies. First, when childbirth occurs, women are more likely than...

 

Monday, August 7, 2023

When you change jobs, it’s critical to remember to create a plan for past employee sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all...

 

Friday, August 4, 2023

Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with...

 

Thursday, August 3, 2023

Despite persistent and lingering heat and humidity in most parts of the country, the bulls kept running in July, with both the economy and stocks proving quite resilient despite rising interest rates. In their ongoing efforts to...

 

Thursday, July 6, 2023

Have you ever wished you could just send me a text instead of having to talk on the phone or email? Your wish has been granted: I now have the capability to text with you!There are a few key points to keep in mind:You can text me at...