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 […]

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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 […]

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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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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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“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 Edgington
Posted 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 […]

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