Blog

Tuning Out the Noise
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets.

2023 Social Security Changes
Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2021 through the third quarter of 2022, Social Security and Supplemental Security Income (SSI) beneficiaries will receive an 8.7 percent COLA for 2023.

What Issues Should I Consider Before The End Of The Year?
Do you have unrealized investment losses in your taxable accounts? If so, consider realizing losses to offset any gains and/or write off $3,000 against ordinary income.

Will I Be Enrolled Automatically In Medicare?
This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance...

Will I Avoid Medicare Enrollment Penalties?
This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance...

Midterm Elections—What Do They Mean for Markets?
It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection.

How long do recessions and bear markets last?
Over the last 70 years, the U.S. has been in an official recession less than 15% of all months.

Hurricane Safety Checklist
Hurricanes are strong storms that cause serious hazards such as flooding, storm surge, high winds and tornados.

2022 · What Issues Should I Consider When Dealing With High Inflation?
High inflation has been on everyone’s mind, and many are wondering what they can do to take action.

So What’s Your Plan for the Bear Market?
A lot of people are stressed out about a lot of things right now. Markets are down. Prices are up for many of the things you need to buy.
Are you are looking for a financial partner to help you organize, strategize, and execute the myriad decisions you face in your personal situation?
Schedule some time with us to talk and see if we’re a good fit for each other.