Living Trusts: Understanding the Basics and Key Considerations

  Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes. […]

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Trying to Time a Recession?

Economies move in cycles – always have, always will The Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are […]

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Tips for Raising Financially Literate Children

Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only […]

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Transitioning to Medicare from Private Health Insurance Plans

Transitioning from Private Health Insurance Plans to Medicare As you approach retirement age, you may be anticipating transitioning from your private insurance to Medicare, which is a federal health insurance […]

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Where to Put Excess Cash

According to the Investment Company Institute, near the end of 2022, there was more than $4.7 trillion in cash sitting in U.S. money market funds.1,2  While cash can play a […]

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Technology Guide for Seniors

By 2040, the U.S. Census Bureau estimates that 80 million people in the U.S. will be age 65 or older.1 Most of these senior adults will either want to—or need to—”age […]

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The Pros and Cons of I Bonds

You’ve built up your emergency fund. You’re maximizing your retirement accounts. And yet you have extra money. What should you do with it? Is there some kind of investment that […]

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Divided Government

As the new Congress begins its session, it’s interesting to watch how the shifting balance of power in Washington, D.C. may impact your investment, tax, and estate strategies. Although their […]

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Financial To-Dos for 2023

2022 was a year of ups and downs, especially for the markets. As we look ahead to 2023, you should consider several financial to-dos. With inflation running high in 2022, […]

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Warren Buffett On Contrarian Investing

You may have heard the phrase “contrarian investing,” but did you know that one of the most reliable contrary indicators is individual investors? Retail investors often do the wrong thing […]

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Is the Fed Ready to Pause?

Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the […]

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October 2022 CPI: Game Changer or Head Fake?

October’s Consumer Price Index (CPI) had some encouraging news for investors, but others asked, “Is this a game changer or another head fake?” While it’s a bit early to know […]

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