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Working While Receiving Social Security Benefits
By Mark FisselPosted 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 MoreFebruary Market Review
By Clint EdgingtonPosted 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 MoreWhat’s the Difference Between Medicare and Medicaid?
By acruzPosted 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 MoreKey Retirement and Tax Numbers for 2022
By Mark FisselPosted 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 MoreETFs Are Gaining on Mutual Funds: Here’s Why
By acruzPosted 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 […]
Learn MoreWhen Two Goals Collide: Balancing College and Retirement Preparations
By Mark FisselPosted 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 […]
Learn MoreSmoothing Market Ups and Downs
By Mark FisselPosted 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 […]
Learn More“A Trend is a trend. But the question is, will it bend? Will it alter its course through some unforeseen force and come to a premature end?” -Alexander Cairncross[1]
By Clint EdgingtonPosted on January 7th, 2022
2021 Post Covid Trend Continues: Inflation, Blistering Stock Prices, Bonds Hurt As is usually the case, the headlines of a year that are memorable are […]
Learn MoreBuild Back Better Act Delayed
By Anne ZavagliaPosted on January 3rd, 2022
The Build Back Better Act passed in the House in November. The $1.75 trillion social spending bill would advance key parts of President Joe Biden’s […]
Learn MoreAre You a HENRY? Consider These Wealth-Building Strategies
By Mark FisselPosted on December 20th, 2021
HENRY is a catchy acronym for “high earner, not rich yet.” It describes a demographic made up of young and often highly educated professionals with […]
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