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January Market Commentary: Seems Like Old Times?
Seems Like Old Times? December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. Starting a second term of office with the president’s party controlling both houses of Congress gives rise to...
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How to avoid breaking the bank on Valentine’s Day
"Money can feed the body. Love will feed the soul.” -Toni Payne The commercialization of Valentine’s Day didn’t...
2021 IRS Retirement Plan Contribution Limits
The IRS has released the Annual Plan Limitations for 2021 for defined contribution and defined benefit plans. 403(b),...
2020: Presidential Tax Plan
Democratic Presidential nominee Joe Biden has released a tax plan that could seek to increase taxes on high net worth...
Educators Retiring in 2020
Written by Mason Moses. As an educator who may be considering retirement, it is important to evaluate how you...
The Financial Wellness Trifecta
Written by: Mason MosesMy family enjoys watching the Triple Crown horse races; the Kentucky Derby, Preakness Stakes,...
Not Every Financial Shock Makes the News
Written by: Mason MosesIt has been challenging over the last several months to turn on the news and not hear the...
The Financial Planning Jigsaw Puzzle
You sit down with a financial advisor, they ask a few questions and they recommend your investment plan should be 60%...
FinPath as a Beacon in Uncertain Times
Unless you’ve been on a deserted island or are returning from an interstellar voyage in space, you know COVID19 has...
4 steps to help you create a budget so you can build savings and retire with confidence
Written by Doug White. You need a budget if you... Wonder where all your money went each month. Have goals for savings...