Be Prepared for 2022

A new year can bring about a new mindset and optimism, but it’s also important to have a plan to deal with the challenges we could face. We could see high inflation, a volatile market, and higher taxes, and it’s important to have a plan in place to address these concerns. Here are some ways [...]

2021-12-22T00:22:17+00:00December 22nd, 2021|Financial Planning|

Review Your Investment Strategy and Prepare for 2022

The end of the year is a good time to reflect on 2021, how your financial situation may have changed, and your goals for next year. Maybe 2022 is the year you’ll retire, or maybe not. Either way, you can review your investment strategy and prepare for 2022 and beyond. We Saw Record Highs in [...]

2021-12-13T14:50:47+00:00December 13th, 2021|Financial Planning, Investing, Retirement Planning|

Don’t Forget These Important End-of-Year Deadlines

Do you have a to-do checklist for December? It might include buying gifts, ordering a turkey, and sending out cards. In the midst of the busyness of the holidays, it can be easy to forget about your end-of-year financial checklist. However, December 31st is the deadline to make several important tax moves that could affect [...]

2021-12-06T14:28:50+00:00December 6th, 2021|Financial Planning|

How Will You Pay for Long-Term Care in the Future?

Even though you're a long time away from needing long-term care, now is the time to plan. An estimated 70% of Americans currently age 65 will need long-term care at some point, and costs can be staggering.[1] If you have a 70% chance of needing long-term care, you should think about how you would like [...]

2021-11-29T14:23:01+00:00November 29th, 2021|Healthcare & Medicare, Financial Planning|

Our Do’s and Don’ts in a Volatile Market

If the state of the market has caused you to worry, you’re probably not alone. The coronavirus and falling oil prices have caused many to panic. In times of uncertainty, it can be easy to make knee-jerk decisions and forget about the long-term. However, consider these do’s and don’ts in a volatile market. Don’t withdraw early [...]

2020-05-13T02:37:30+00:00April 10th, 2020|Financial Planning, Stock Market|
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