May 2, 2023 at 3:55:00 PM

Avoiding Boredom in Retirement

Retirement can be a time of great freedom and possibility, but it can also be a challenging adjustment. After decades of working, it can...

February 2, 2023 at 7:52:22 PM

Planning Ahead for Tax Increases Once Tax Cuts Expire

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

S&P 500 Performance Following Midterm Elections

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

Potential Good News? S&P 500 Index 1st-Half vs. 2nd-Half Performance Data During Bad Years

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...

April 13, 2023 at 4:42:25 PM

Why Contribute to a Roth IRA?

As retirement approaches, many feel concerned about their long-term financial security. One way to improve your retirement security is to...

January 2, 2023 at 8:33:41 PM

SECURE Act 2.0 - The Most Important Parts For Those Nearing Retirement or Already Retired

This article summarizes the most important components of the SECURE Act 2.0, passed in late 2022, for those either nearing retirement or...

October 13, 2022 at 6:45:26 PM

Recent Social Security Benefit Updates: 8.7% Increase in 2023

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

Savings Account Interest Rates: Shopping Around is Starting to Pay Off

According to bankrate.com, the national average savings account interest rate is still only 0.1% as of June 2022. However, Federal...

April 1, 2023 at 4:04:27 PM

With All The Bad News So Far This Year, Why are Markets Positive?

There’s still a very long way to go in 2023 and many risks on the horizon, but markets are off to a good start so far in 2023....

December 21, 2022 at 10:17:14 PM

Recessions and Historical Market Performance

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

Historical Data Following Prior Bad Years for S&P 500 Index

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

While Markets are Down, Should I Evaluate a Roth Conversion?

One positive during bad market time periods, like this year so far, is that market declines can provide a good opportunity to evaluate...