April Market Update

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Posted on May 18th, 2022

Economic trends apparent so far in 2022 continued in April and worldwide markets tanked.  Interest rate increases, spurred by a more hawkish Fed, continued punishing […]

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Avoiding Probate

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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 […]

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Geopolitical tensions and inflation strike: Markets uniformly down 2022 Q1

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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 […]

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Working While Receiving Social Security Benefits

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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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February Market Review

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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?

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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

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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

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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

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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

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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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