Hello, and welcome to our blog! I will be posting articles and thoughts relevant to the financial industry, retirement, investments, and financial planning, as well as other related topics.We are also willing to answer questions and respond to any concerns you may have. If you'd like to contact us with a question you would like addressed, please email us, and we can either answer directly or in this forum.
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Thursday, January 14, 2021
WOn December 27, 2020, President Trump signed into a law a new $900 billion coronavirus relief package. This much-anticipated bill was paired with a $1.4 trillion bill to continue government funding into September. e are already in...
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Monday, December 21, 2020
What’s one positive that can come from an unexpected challenge, whether a natural disaster or a health event? We take a step back from the daily grind and look at how well we are prepared if and when another challenge comes. Many...
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Wednesday, November 18, 2020
The Social Security Administration announced that the official Cost of Living Adjustment (COLA) for 2021 will be an increase of 1.30%. This is slightly less than the 1.60% bump we saw in 2020, and much smaller than the 2.80% increase...
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Monday, October 26, 2020
As we continue to navigate a world with COVID, many parents and students are reconsidering the traditional college experience and, as such, may be wondering what their options are with college savings. The most popular college savings...
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Wednesday, September 30, 2020
It’s been quite a year so far, where we saw volatility in the market, a global pandemic that lingers, and significant policy action by Washington D.C. to assist our citizens. For those who have taken advantage of some of these policy...
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