The Russia-Ukraine Conflict and Your Finances

Russia’s invasion of Ukraine could have major economic consequences around the world, including here in America.  After a tumultuous two years during the pandemic, the global economy faces new threats as a result of this conflict – spiking energy prices and inflation, supply chain disruptions, and market volatility. Our team of financial professionals constructs financial [...]

By |2022-03-01T08:21:37+00:00March 1st, 2022|Economy, Investing Strategies, Stock Market|0 Comments

Three Things to Know About Investing in Retirement

There’s a lot of investing advice out there, but how do you know what’s right or what’s right for your specific situation? The rules can change a bit when you get closer to and enter retirement, and the world of investing is constantly changing. There’s a lot to know about investing in retirement, and we [...]

By |2022-01-24T13:41:42+00:00January 24th, 2022|Investing Strategies|0 Comments

Review Your Investment Strategy and Prepare for 2022

The end of the year is a good time to reflect on 2021, how your financial situation may have changed, and your goals for next year. Maybe 2022 is the year you’ll retire, or maybe not. Either way, you can review your investment strategy and prepare for 2022 and beyond. We Saw Record Highs in [...]

3 Things to Think About Before Buying a Vacation Home

A home is one of the most significant purchases you’ve made in your lifetime, so you should take your time when thinking about buying a second one. Many people have a favorite vacation spot in a scenic area, but they can’t spend a significant amount of time there until they’re retired. If you’re thinking about [...]

By |2021-05-21T19:53:41+00:00May 21st, 2021|Financial Planning, Investing Strategies|0 Comments

Giving the Gift of Education

It’s graduation season, and along with all the wonderful things a college degree comes with are also student loan debts. If you’re attending high school or college graduations, no one may be talking about it, but the graduates and their parents likely have the high cost of college on their minds. You might be writing [...]

By |2020-12-05T19:13:59+00:00December 4th, 2020|Financial Planning, Investing Strategies|0 Comments

3 Things You Can Do If You Don’t Qualify for a Roth IRA

There's evidence to suggest that we might be experiencing historically low tax rates right now. The Tax Cuts and Jobs Act will expire in 2025 or possibly sooner if there’s a leadership change in Washington. By the end of the year, total government debt is expected to almost equal the size of the U.S. economy.[1] [...]

By |2021-09-09T22:29:08+00:00October 4th, 2020|Investing Strategies, Retirement Planning|0 Comments
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