Avoiding Probate

By Mark Fissel
Posted on May 11th, 2022

Probate is the process of proving the validity of a will and supervising the administration of an estate usually in the probate court. State law […]

Learn More

April 2022

By Mark Fissel
Posted on April 22nd, 2022

Geopolitical tensions and inflation strike:Markets uniformly down 2022 Q1 from Clint Edgington, CFA World equity markets’ great 2021 is not continuing in 2022, while fixed income markets’ underwhelming […]

Learn More

Geopolitical tensions and inflation strike: Markets uniformly down 2022 Q1

By Clint Edgington
Posted on April 12th, 2022

World equity markets’ great 2021 is not continuing in 2022, while fixed income markets’ underwhelming performance last year is.  Inflationary pressures have been in the […]

Learn More

Secure Act 2.0 Passes in the House

By Anne Zavaglia
Posted on April 11th, 2022

Retirement savings legislation is one area lawmakers come together and show bipartisan support. The House passed the Securing a Strong Retirement Act of 2022 by […]

Learn More

Splurge or Save? Making the Most of Your Income Tax Refund

By Mark Fissel
Posted on April 5th, 2022

The IRS issued more than 128 million income tax refunds for the 2020 filing season, putting $355.3 billion into the hands of U.S. consumers.1 For […]

Learn More

Working While Receiving Social Security Benefits

By Mark Fissel
Posted on April 5th, 2022

The COVID-19 recession and the continuing pandemic pushed many older workers into retirement earlier than they had anticipated. A little more than 50% of Americans […]

Learn More

March 2022

By Mark Fissel
Posted on March 10th, 2022

February Market Review from Clint Edgington, CFA February saw markets uniformly down.  Initially investors fretted over global Central banks tightening monetary policy, with the highest headline CPI of […]

Learn More

February Market Review

By Clint Edgington
Posted on March 8th, 2022

February saw markets uniformly down.  Initially investors fretted over global Central banks tightening monetary policy, with the highest headline CPI of 7.5% annual inflation in […]

Learn More

What’s the Difference Between Medicare and Medicaid?

By acruz
Posted on March 1st, 2022

It’s easy to confuse Medicare and Medicaid, because they have similar names and are both government programs that pay for health care. But there are […]

Learn More

Key Retirement and Tax Numbers for 2022

By Mark Fissel
Posted on March 1st, 2022

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

Learn More