I’m gonna sit back right easy and laugh / When Scooter and the Big Man bust this city in halfTenth...
For Individuals
January Market Commentary
Don’t stop thinking about tomorrow / Don’t stop, it’ll soon be hereDon't StopFleetwood Mac December is often a difficult month for many people as they juggle the often-unrealistic expectations of the impending holiday season, the challenges of meeting deadlines or...
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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 progress and setting new goals. Whether setting goals to be completed by the end of the next year or setting up more long-term goals, it is crucial to...
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 everyone’s attention – again – here we are waiting for the outcome of the last FOMC meeting of the year. A few weeks ago, with the narrative of rates being...
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), 457(b), & 401(k) elective deferral, catch-up and other key limits are listed below. Click here to download a...
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 bring a new level of time freedom and leisure, and you may be eager to explore the world in a way you have not yet been able to do. Don’t leave the...
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 rates. What wasn't expected was the October and early November rollercoaster of bond yields. And by rollercoaster, think Kingda Ka. The ten-year U.S....
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 the busy holiday season will help reduce the risk of blowing over money due to increased spending. Going into the holidays with a financial plan also...
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 level. It has been described as a "hawkish pause," and the Fed was clear in post-meeting remarks and statements that one more increase is still possible...
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 break from your daily routine. While this transition promises a world of adventure, it's important to set the stage for a smooth and secure retirement by...
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 passes, that seed grows into a magnificent tree, providing shade, beauty, and possibly even fruit. Now, let's apply this concept of growth to your finances...
September Market Commentary – A Raft of Reassuring Data – or Not?
August Recap and September Outlook For most of the summer, increasingly positive data releases fed into the market’s upbeat view of the economy. This seemed to contradict the consistent messaging from the Federal Reserve that it isn’t done raising rates and inflation...