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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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. […]

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ETFs Are Gaining on Mutual Funds: Here’s Why

By acruz
Posted on February 28th, 2022

Investor demand for exchange-traded funds (ETFs) has increased over the last decade due to some attractive features that set them apart from mutual funds. In […]

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When Two Goals Collide: Balancing College and Retirement Preparations

By Mark Fissel
Posted on February 14th, 2022

You’ve been doing the right thing financially for many years, saving for your child’s education and your own retirement. Yet now, as both goals loom […]

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Smoothing Market Ups and Downs

By Mark Fissel
Posted on February 14th, 2022

After the wild ride of 2020, the U.S. stock market was relatively calm in 2021, but there was still plenty of volatility. There were 55 […]

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January 2022

By Mark Fissel
Posted on January 27th, 2022

2021 Market Market Reviewfrom Clint Edgington, CFA As is usually the case, the headlines of a year that are memorable are generally negative.  2021 will likely […]

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