What's on our minds? What are the issues of the day that are getting our attention? Changes in regulations and tax laws, as well as world news and fluctuations in the capital markets can have varying effects on all of us and our financial well being.
How do you know what matters and how much? Our blog will help to keep you current on what you need to know to pursue your financial goals. So keep checking in. We're glad to have you reading along.
The debt ceiling is a limit imposed by Congress on the amount of outstanding national debt that the federal government can have. The debt ceiling was first established in 1917, and it has been raised 78 times since then. The most recent...Read More
Recently, you may have seen reports that a record-low number of homes are available for sale—roughly 1.03 million nationwide. If you compare that to the average number of homes for sale during the past 10 years, it's no surprise...Read More
Information for small business owners to consider.On Monday, Feb. 22, the White House announced several changes to the Paycheck Protection Program (PPP) that went into effect on Wednesday, Feb. 24. These changes are intended to further...Read More
Numbers to know for the new year.On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to...Read More
Medicare planning – premiums and coverages vary, and you must realize the differences. Medicare takes a little time to understand. As you approach age 65, it’s important to do some Medicare planning to familiarize yourself...Read More
Exploring your extended care options may be wise at this time. Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution. (1)In addition to health factors, the cost can be an...Read More
SUNNIER PROSPECTS FOR WORKING AS A SENIORIn recent years, a steady stream of articles have appeared questioning baby boomers’ hopes to keep working part time in their retirement years. These articles have tended to take a...Read More
What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting...Read More
The important question: Are you prepared?Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health...Read More
Two recent court rulings may make you want to double-check your 401(k) How often do retirement plan sponsors check up on 401(k)s? Not as often as they should, perhaps. Employers need to be especially vigilant these days. Every plan...Read More
Retirement Planning weak spots. They are all too common. Many households think they are planning carefully for retirement. In many cases, they are not. Weak spots in their retirement planning and saving may go unnoticed. Couples should...Read More
They should not be left ill-informed or unaware.Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create...Read More