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Monday, January 8, 2024

The Internal Revenue Service (IRS) has released new limits for certain retirement account for 2024. Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional before...

Monday, October 9, 2023

9 INVESTMENT PITFALLS TIMELESS TIPS WHEN MANAGING MONEY  Experience has taught us that successful investing requires discipline and patience. When emotions run high, it can be easy to lose focus on your investment strategy. To...

Monday, October 2, 2023

Reaching six figures is no easy feat. If you’re one of the hard-working few who have made it to this milestone, give yourself a pat on the back and celebrate. It can be tempting to feel like now that you've made it to the top of...

Monday, September 25, 2023

According to recent statistics, data breaches have become common in today's digital world. In fact, it is estimated that more than 111.7 million Americans have their personal information exposed to data breaches every year. Whether...

Monday, September 18, 2023

Artificial intelligence (AI) tools have become a game changer in various industries, and they are also proving incredibly useful for retirees looking to start consulting or a small business venture. These tools can simplify tasks,...

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Monday, September 11, 2023

When looking for income-generating investments, some investors turn to dividend-yielding stocks. When a company makes a profit, that money can be put to two uses: It can be reinvested in the business. It can be paid out to the...

Monday, September 4, 2023

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 is better than no decision at all." This...

Monday, April 3, 2023

Understanding FDIC Insurance. It's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited...

Wednesday, February 8, 2023

Five Most Overlooked Tax DeductionsWho among us wants to pay the IRS more taxes than we have to?While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. ...

Monday, January 30, 2023

Traditional vs. Roth IRATraditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households.  Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are...

Monday, January 23, 2023

A Decision Not Made Is Still a DecisionWhether through inertia or trepidation, investors who put off important decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no...

Monday, January 16, 2023

1)  1 in 3 retirees report higher expenses than anticipated.¹2)  20% of retirees find that extended care cost, which Medicare does not cover, are much higher than expected.¹3)  86% of retirees-to-be expect...

Monday, January 9, 2023

The Business CycleWhat has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also commonly used to describe the business cycle.The business cycle – also...

Monday, January 2, 2023

Monday, December 26, 2022

Monday, December 19, 2022

9 Facts About Retirement Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of...

Monday, December 12, 2022

What Is a 1031 Exchange? If you want to add investment real estate to your portfolio, you may want to know what a 1031 Exchange is. While the rules and regulations for this tactic can get complicated, understanding the basic concepts...

Monday, December 5, 2022

New Retirement Contribution Limits for 2023The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these...

Monday, November 28, 2022

Your Emergency Fund: How Much Is Enough?Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you're...

Saturday, November 19, 2022

Tax Loss Harvesting - What Is It? And can it help you?

Monday, June 28, 2021

Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines.The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq...

Monday, June 21, 2021

New messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices.The Dow Jones Industrial Average dropped 3.45% while the Standard & Poor’s 500 lost 1.91%. The Nasdaq...

Friday, June 18, 2021

One of the most anticipated comebacks of 2021 isn’t an athlete, rock star, or movie franchise. It’s summer travel, and it appears to be back with a vengeance.Travel agents are working 14-hour days to meet the needs of...

Tuesday, June 15, 2021

Over Memorial Day weekend, gasoline prices hit the highest for this holiday weekend since 2014.1With the Colonial Pipeline outage in the rear-view mirror and an ever-increasing number of adults vaccinated, formerly cooped-up motorists...