Category
Don’t Let Debt Derail Your Retirement
By Mark FisselPosted on July 7th, 2021
Debt poses a growing threat to the financial security of many Americans — and not just college graduates with exorbitant student loans. Recent studies by […]
Learn MoreMay 2021 Market Recap
By Clint EdgingtonPosted on June 8th, 2021
General market trends continued to hold in May as data pointed to a strong economy, with the US Purchasing Managers’ Indices for both manufacturing and […]
Learn MoreNew Legislation to Increase Retirement Saving
By Anne ZavagliaPosted on June 7th, 2021
Retirement saving continues to be a pressing issue for most Americans, as many reach retirement age with little to no savings. The SECURE Act, which […]
Learn MoreThree Reasons to Keep Your Personal and Business Finances Separate
By Mark FisselPosted on June 1st, 2021
If you are launching a new venture, you may wonder whether it’s necessary to open a dedicated bank account for your business. Even if your […]
Learn MoreDecisions, Decisions: Weighing the Pros and Cons of an IRA Rollover
By Mark FisselPosted on June 1st, 2021
If you lose a job, switch employers, or step into retirement, you might consider rolling your retirement plan savings into an IRA. But this isn’t […]
Learn MoreConsiderations When Making Gifts to Children
By Mark FisselPosted on June 1st, 2021
If you make significant gifts to your children or someone else’s children (perhaps a grandchild, a nephew, or a niece), or if someone else makes […]
Learn MoreMay 2021
By Mark FisselPosted on May 6th, 2021
Monthly Market Recap April continued the streak of strong performance across most asset classes, with the S&P 500 clocking in at an 11.3% gain for […]
Learn MoreApril 2021 Market Recap
By Clint EdgingtonPosted on May 6th, 2021
April continued the streak of strong performance across most asset classes, with the S&P 500 clocking in at an 11.3% gain for the year. While […]
Learn MoreChanges In Store for Estate & Gift Tax Planning
By Anne ZavagliaPosted on May 3rd, 2021
By Anne Zavaglia, CFP® & Clint Edgington, CFA There are several bills that have been introduced in the Senate that would have a serious impact […]
Learn MoreHow Well Do You Understand Retirement Plan Rules?
By Mark FisselPosted on April 30th, 2021
Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the following quiz to see […]
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