Retirement Blog 3/18/2024
I’m looking forward to when the Federal Reserve is no longer the top financial topic of the week! Coming into 2024, investors banked on corporate
I’m looking forward to when the Federal Reserve is no longer the top financial topic of the week! Coming into 2024, investors banked on corporate
Social Security – Make the best choice! Obtaining the largest amount of guaranteed (fixed) income can contribute towards a comfortable retirement. Since 2008, we’ve counseled
Is the Economy doing well? The unemployment rate sits at 3.7%, the US continues to create new jobs, the stock market continues to melt higher,
Interest Rates Continue to Defy! Why are bond yields rising if inflation continues to moderate and everyone expects the Fed to lower rates this year?
Qualified Charitable Distribution (QCD) Tax Reporting Your IRA distribution form (1099R) will reflect your total gross distribution and will NOT reflect amounts sent directly to
Valentine’s Day is special. Whether its love for your spouse, your family, or friends, please take a moment to appreciate your relationships by letting them
Do you still believe the Fed is cutting rates in March? Last Friday’s January job report came in much hotter than expected, as the United
Best and Worst States to Retire Over the week, there was an article that listed the best and worst states to retire, in 2024. “WalletHub”
Tax time can bring anxiety. Not just about paying your taxes, IRS scams have been rampant the last few years. Many people, including myself have
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