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September Market Commentary
We just tryna catch a good time /Even if it takes all night Good TimeNiko Moon With Labor Day falling on September 1st this year, it seems like Summer 2025 was shorter than it should be. Yes it was the same number of days as always, but it just seems shorter. Maybe it snuck up on some who do not look at calendars too...
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Understanding Income Taxes
You’re likely familiar with the term “income tax” - whether from filing your own taxes or keeping up to date on the...
How to protect yourself and your assets against inflation
Inflation can erode the purchasing power of your money over time, making it crucial to take proactive steps to protect...
The Psychology of Money: How Behavioral Factors Influence Financial Decision Making
Money plays a vital role in our lives, affecting our choices, goals, and overall well-being. But have you ever...
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Financial Review: Steps to Assess Your Financial Progress and Set Goals for the Upcoming Year
As 2023 draws to a close, it is time to prepare for 2024. Part of that preparation means assessing your financial...
December Market Commentary: Rates: Lower and Sooner?
November Recap and December Outlook After a year in which Federal Reserve Chairman Jerome Powell managed to hold...
2024 IRS Retirement Plan Contribution Limits
The IRS has released the Annual Plan Limitations for 2024 for defined contribution and defined benefit plans. 403(b),...
Retirement Travel: Budgeting and planning for travel adventures during retirement.
You’ve been working for years, maybe decades, and there hasn’t been all that much time for travel. Retirement will...
November Market Commentary: Powell on Rate Cuts: Nope.
October Recap and November Outlook The Federal Reserve's November meeting went as the market expected: no change in...
Fall Financial Cleaning: 9 Tips for reviewing and refreshing your financial goals and strategies
How often do you review and refresh your financial goals and strategies? Planning your finances during the Fall before...
October Market Commentary: A New Era for the Economy Creates Uncertainty
September Recap and October Outlook The outcome of the Fed's meeting in September was to hold rates at the current...
Late Career Financial Adjustments: Financial steps to consider in the final years before retirement
As you approach the exciting chapter of retirement, envision days filled with relaxation, newfound freedoms, and a...
The Power of Compound Interest: How Your Money Can Multiply Itself
Imagine a small seed that you plant in your backyard. You water it diligently and tend to it with care. As time...