Changes in tax laws, insurance regulations, estate planning and the general fluctuations in the marketplace can affect your investment strategies. Our weekly blog will keep you current on everything you need to know to pursue your financial objectives.
The Rule of 72 is a fun math equation that is easy and always true. Take the number 72 and divide it by the annual return you expect to get and it will tell you how long it will take you to double your money; for example, 72 divided...Read More
Risk on or risk off? That is the question investors must be asking themselves right now. The stock market continues to set new records in both all-time highs and bull market duration. Those investors who have maintained a higher risk...Read More
Last Wednesday the Federal Reserve cut rates for the third time this year. If your mortgage rate is 4.00% or higher, it is a great time to discuss a potential refinance with a banker or mortgage lender. Many factors weigh into that...Read More
What did you pay for a gallon of gas when you first starting driving? Inflation - the greatly discounted and often overlooked element of financial planning is real. The cost of your current standard of living and the basket of goods...Read More
A bi-partisan effort in Congress is underway that would allow Medicare recipients to open and contribute to a health savings account (HSA).Read More
Did you ever play kick the can as a kid? I can remember the excitement of playing at night with all my cousins during a family get together! Our elected officials have gotten really comfortable with playing kick the can in relation to...Read More