April 2022
February 2022
How Do You Handle a Volatile Market?
Now that you’re nearing retirement, the term “market volatility” might stir up different feelings than it did 30 years ago. Older workers and retirees understand that they have […]
January 2022
How Much Are You Left With After Inflation?
In 1960, a gallon of conventional whole milk was 31 cents, and today it’s $3.77 on average.[1] A few dollars might not seem like much, but […]
3 Tips for Financial Health in the New Year
A recent survey found that 85% of Americans said their personal finances were causing them stress. One of the most common concerns was having enough saved […]
December 2021
It’s the Most Wonderful Time of the Year to Plan for Your Future
It’s the most wonderful time of the year for many things – eating too much, seeing friends and family, and giving and receiving […]
Be Prepared for 2022
A new year can bring about a new mindset and optimism, but it’s also important to have a plan to deal with the challenges we could face. We could see high […]
Review Your Investment Strategy and Prepare for 2022
The end of the year is a good time to reflect on 2021, how your financial situation may have changed, and your goals for next year. Maybe […]
Don’t Forget These Important End-of-Year Deadlines
Do you have a to-do checklist for December? It might include buying gifts, ordering a turkey, and sending out cards. In the midst of the busyness of the holidays, […]
September 2021
The Potential Hidden Costs of inflation
You’ve probably heard about or experienced the effects of inflation – everyday items can cost more, and the monthly inflation numbers make the news. While the increased costs we […]
July 2021
Financial Lessons from Alexander Hamilton
Alexander Hamilton was the first Secretary of the Treasury: He created the first national bank, consolidated the new country’s war debts, and established federal credit. You could say he was America’s first Chief Financial Officer. He was […]
