Should You Speed Up Your Retirement Plans?

By Mark Fissel
Posted on October 28th, 2021

According to a March 2021 survey, an estimated 2.8 million Americans ages 55 and older decided to file for Social Security benefits earlier than they […]

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October 2021

By Mark Fissel
Posted on October 22nd, 2021

Third Quarter Market Review from Clint Edgington, CFABroad markets have enjoyed a buoyant 2021, with bonds being the only major segment of the market to […]

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Is a High-Deductible Health Plan Right for You?

By Mark Fissel
Posted on September 29th, 2021

In 2020, 31% of U.S. workers with employer-sponsored health insurance had a high-deductible health plan (HDHP), up from 24% in 2015.1 These plans are also […]

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Women Face Challenges in a Post-Pandemic World

By Mark Fissel
Posted on September 29th, 2021

The COVID-19 economic crisis tested the mettle of all Americans, particularly working mothers. Research shows that the pandemic’s impacts on women have been far-reaching and […]

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Following the Inflation Debate

By Mark Fissel
Posted on September 29th, 2021

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.1 The annual increase in the Consumer […]

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September 2021

By Mark Fissel
Posted on September 20th, 2021

Monthly Market Recap Equity markets worldwide continued their positive momentum as reopening continues, with a number of developed markets further lifting restrictions in the face […]

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Company Stock and Your Retirement Strategy

By Mark Fissel
Posted on August 24th, 2021

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include […]

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Grandparent 529 Plans Get a Boost Under New FAFSA Rules

By Mark Fissel
Posted on August 24th, 2021

529 plans are a favored way to save for college due to the tax benefits and other advantages they offer when funds are used to […]

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August 2021

By Mark Fissel
Posted on August 11th, 2021

Monthly Market Recap The continuation of the re-opening of the U.S. continues to show the health of the U.S. economy even while dealing with various […]

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Tips for Managing an Inheritance

By Mark Fissel
Posted on July 29th, 2021

As the beneficiary of an inheritance, you will likely be faced with making important decisions during an emotional time. Short of meeting any required tax […]

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