What are Catch-Up Contributions?
RETIREMENT - READ TIME: 4 MIN A recent survey found that 28% of workers are very confident about having enough money to live comfortably...
IRA Deadlines Are Approaching
Here is what you need to know. Financially, many of us associate the spring with taxes – but we should also associate December with...
Is Inflation Peaking?
One lesser-known indicator is called the Baltic Dry Index. You see it in prices at the grocery store and the gas station. You feel it in...
2022 Contribution Limits
Is it time to contribute more? Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue...
Wise Decisions with Retirement in Mind
Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want; others...
The Social Security Administration Announces 2022 COLA
5.9% is the biggest COLA increase in decades. On October 13, 2021, the Social Security Administration (SSA) officially announced that...
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2021. What has changed for you in 2021? For some, this year has been as...
Are Your Taxes Going to Change?
Wise investors take the “big picture” view. Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names....
The September Effect
Investors ending their fiscal year can lead to some market weakness. The stock market notched its 7th straight month of gains in August,...
The Wall of Worry
You've got plenty of choices these days. Have you ever heard the Wall Street expression, "markets climb a wall of worry?" It's the idea...
