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February 2, 2023 at 7:52:22 PM
This article discusses the potential expiration of the 2018 federal tax rate cuts and what you can do to plan ahead for potential future...
October 24, 2022 at 3:18:06 PM
With high inflation, a slowing economy, and geopolitical tensions top of mind, many may be wondering what positive catalyst could...
July 7, 2022 at 3:23:59 PM
The S&P 500 index has averaged about 10% per year since inception in the 1920s. Following very strong years in 2019, 2020, and 2021, the...
May 4, 2022 at 2:00:40 PM
This article is a short summary of key points about Series I Savings Bonds. You can learn more and purchase I-Bonds directly from the US...
January 2, 2023 at 8:33:41 PM
This article summarizes the most important components of the recently passed SECURE Act 2.0 for those either nearing retirement or...
October 13, 2022 at 6:45:26 PM
This article includes some good news at a time when many retirement savers can use some⦠As you may have heard last week, the Social...
June 27, 2022 at 6:52:01 PM
According to bankrate.com, the national average savings account interest rate is still only 0.1% as of June 2022. However, Federal...
May 14, 2021 at 1:49:40 PM
Inflation vs. Stock vs. Bond From 1968 - 1982 Observations - From 1968 - 1982, inflation averaged 7.4% per year. - During this high...
December 21, 2022 at 10:17:14 PM
This article discusses historical market performance during and following previous recessions. An economic recession is widely expected...
October 6, 2022 at 7:25:38 PM
First, this article shows what's previously occurred during prior bad years for the S&P 500 Index. The purpose of sharing this data first...
June 2, 2022 at 4:37:58 PM
One positive during bad market time periods, like this year so far, is that market declines can provide a good opportunity to evaluate...
March 29, 2021 at 3:17:11 PM
Executive Summary 1 - Required Minimum Distributions (RMDs) must be taken from pre-tax retirement accounts such as pre-tax 401k accounts,...
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