Financial Planning
Homeowners Eye Over $4,000 In Annual Refi Savings As Rates Drop
As the Federal Reserve embarks on its campaign to lower interest rates, U.S. homeowners are eagerly grasping for mortgage savings. With mortgage rates now nearing [...]
Read more Homeowners Eye Over $4,000 In Annual Refi Savings As Rates Drop
Consumer Confidence Falls Most In Three Years On Labor Views
US consumer confidence took an unexpected dive in September, marking the most significant decline in three years. According to The Conference Board’s latest data, [...]
Read more Consumer Confidence Falls Most In Three Years On Labor Views
Research Proves “You Can Never Have Too Much Money”
When it comes to the age-old debate of whether money can buy happiness, recent research suggests that the answer is a resounding “yes” – and more is [...]
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60% Of Workers Will Delay Retirement For Lack Of Assets
Goldman Sachs Asset Management’s 2024 annual report on retirement trends paints a concerning picture: more than a third of working baby boomers and half of Gen [...]
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When Pensions Reduce Social Security Benefits
Many teachers and other public sector employees may be surprised to learn that their retirement benefits could be significantly impacted by what are known as [...]
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Safeguarding Business Assets During Divorce
Divorce proceedings can undoubtedly send shockwaves through a business, but with the right approach, these impacts can be minimized and managed effectively. By [...]
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Important Considerations Regarding Taxes & Gifting
The Tax Cuts and Jobs Act (TCJA) has introduced substantial changes that savvy clients need to consider for gifting and charitable giving, particularly as we [...]
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2025 Social Security COLA May Be Lowest Since 2021
The latest Consumer Price Index data reveals a slight dip in the projected Social Security cost of living adjustment (COLA) for 2025, from 2.63% to 2.57%, as [...]
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Market Update June 2024: Sold Down the River
If you were tuned into the financial talking heads at the very beginning of the year (Market Update: Year Ahead 2024), the big focus was on estimating how many [...]
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401(k) & IRA Alert: Max contributions rise in 2024
The Internal Revenue Service (IRS) has announced significant increases to the contribution limits for 401(k) plans and individual retirement accounts (IRAs) in [...]
Read more 401(k) & IRA Alert: Max contributions rise in 2024
Recent posts
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Market Update October 2024: Shine On
October 1, 2024 -
Homeowners Eye Over $4,000 In Annual Refi Savings As Rates Drop
September 27, 2024 -
Consumer Confidence Falls Most In Three Years On Labor Views
September 20, 2024 -
Research Proves “You Can Never Have Too Much Money”
September 13, 2024 -
60% Of Workers Will Delay Retirement For Lack Of Assets
September 6, 2024 -
When Pensions Reduce Social Security Benefits
August 17, 2024
