Staying Positive

Staying positive these days is a lot easier said than done. Inflation is running hot, gasoline prices are up, interest rates are climbing, and it’s hard to remember the last […]

Read More

Jelly beans

Ever try to guess how many jelly beans were in a jar like the one depicted above? This guessing game is similar to the way the market works, in terms […]

Read More

The Fed has an Eye on Ukraine

The Russian invasion of Ukraine has made the Fed’s interest rate decision a little more complicated. The Fed appears set to raise interest rates by 0.25% at its March meeting. […]

Read More

The Risks of Crypto currency

Like many Americans, you probably saw at least a few Super Bowl advertisements for the cryptocurrency industry in the last couple of weeks. And if you’ve been paying attention to […]

Read More

The Cycle of Investing

When markets fall, it’s easy to forget that downtrends are part of the investing cycle. So when prices slip, it’s a good time to review some common terms that you […]

Read More

Focus

Here’s another one of my favorite drawings from Carl Richards. I love how he packs so much information into so few words. Consider: We all have the same amount of […]

Read More

Five Most Over looked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions […]

Read More

Your Future Self

What do you think your life will be like in a year? Five years? Twenty years? I love this drawing by Carl Richards because it shows just how distant our […]

Read More

Ready for Medicare Open Enrollment?

Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any […]

Read More

2022 Contribution Limits

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022. Staying put for 2022 are traditional […]

Read More

COLA Increase Announced for Social Security

COLA Increase Announced for Social Security On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for […]

Read More

Estate Planning-Who Needs it?

Who Needs Estate Planning? Many people, when they hear the words “estate planning,” don’t think it applies to them. “I don’t have an estate to plan!” they may say. I […]

Read More