Tax Efficiency in Retirement

Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life…read more….

Monthly Economic Update

The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington. The Dow Jones Industrial Average fell 4.29 percent… read more…

The Shred Party

If a shred party happens to spring up in your area, you may want to mark your calendar. For many years, shred parties, where a business or organization hosts clients….read more….

Retirement In Sight

Since 2002, Americans aged 50 and older have been permitted to make annual “catch-up” contributions to popular retirement accounts – but according to Vanguard’s 2021 How America Saves report, just 15% of retirement savers do….read more….

Investing During Periods of Inflation

In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and broader economy. This major policy shift…read more….

Monthly Economic Update

In this month’s recap: Stocks notched a solid gain as investors looked past higher inflation and new COVID-19 cases…read more…

Are Americans Saving Too Much?

Among the many changes arising from the pandemic, one of the most noticeable was a change in American spending habits.  A survey released in March 2021 by Pew Research shows that Americans have increasingly chosen to put away what extra money they have rather than invest…read more…

Retirement In Sight

We can reasonably say that the more money you retire with, the more potential you have to enjoy retirement. Now, what about friendship? If you maintain some strong friendships and an active social circle after age 60, can that make a big difference in the quality of your “second act”?…read more…

Whims of Wallstreet

It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead. Wall Street’s focus on taxes closely follows its attention on the 10-year Treasury yield… read more…

Monthly Economic Update – Aug 2021

In this month’s recap: Stocks notched a solid gain as investors looked past higher inflation and new COVID-19 cases…read more…