Tuesday, 08 November 2022
In a year when soaring inflation, the war in Ukraine and a bear market have commanded headlines, the U.S. midterm elections risked becoming an afterthought. But now the election is coming back into focus. And with good reason. Capital Group political economist Matt Miller believes 2022 could be one of the more consequential midterm elections in U.S. history.
Tuesday, 01 November 2022
As 2022 comes to a close, you’ll want to reassess your financial goals, examine any life changes that will affect your saving or spending, and learn about recent developments in the world of taxes and finance that might benefit you. So, before you head to your annual meeting with your financial advisor, read over these questions and use them as a helpful guide for your conversation.
Wednesday, 12 October 2022
Tuesday, 27 September 2022 Kieran Lynch
Life insurance is a great way to ensure your loved ones have enough resources to live a fruitful life after you pass away. Not only can life insurance assist with immediate financial needs, but it can also be utilized as a valuable estate planning tool. Here are a few ways life insurance can help conserve and protect your estate.
Thursday, 22 September 2022
Have you ever heard of a 1031 Exchange? This is a little-known opportunity that could potentially save you thousands of dollars. A 1031 Exchange can be utilized when you sell an investment property and exchange it for another investment property of equal or higher value. We'll explain how it works.
Tuesday, 06 September 2022
Over the past year, we’ve seen significant price increases caused by pandemic-related shutdowns, supply chain disruptions, labor shortages, the war in Ukraine, and a host of other influences. The Consumer Price Index (CPI), a key measure of inflation, reached 9.1 percent in June 2022, setting a 40-year high. Prices for almost everything, including used cars, housing, gas, and groceries, have been prominently affected.
Here, we’ve answered common questions to help you better understand inflation, its influence on the economy, and how it can affect your retirement planning efforts.
Thursday, 01 September 2022
Whether it’s the ongoing Covid-19 pandemic; a sudden boost in prices related to gas, food, housing, and other essentials; supply chain hiccups; or an uncertain labor market, the stock market has seen plenty of ups and downs over the past six months. As always, it’s impossible to predict what the market will do on any given day, but it’s always a good idea to take deep, measured breaths and focus on basic money mantras. Doing so can help you push through any anxiety you may feel regarding your retirement account (no yoga pose required).
Tuesday, 16 August 2022
Friday, 12 August 2022
Imagine stepping into an elevator and realizing that you're about to spend the 30-second ride with someone who could make your retirement dreams come true — if only you could explain them before the doors open again. How would you summarize your financial situation, outlook, aspirations, and plans if you had 30 seconds to make an "elevator pitch" about achieving one of your most important goals?
Answering that question — and formulating your own unique retirement dream elevator pitch — could help bring your vision of the future into sharper focus.
Tuesday, 09 August 2022
Before you worry too much, you need to know a few things. Let's review a few reasons why we're not ready to call this a recession.
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