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 for retirement. There’s no better time than now to review your current situation and make resolutions. If you’re [...]
Will We See More inflation in 2022?
There are reasons to be optimistic about 2022, but there are also reasons to be worried: Everyone is wondering if we will see more inflation in 2022, where the market is headed, and the effects of a new COVID variant. But whatever 2022 holds, [...]
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 gifts. The end of the year is also a good time to review your finances from 2021 and get ready for [...]
Resolve to Do These Three Things In 2022
Have you made a New Year’s resolution for 2022? 80% of people give up on their New Year’s resolution by the second week of February,[1] but you can beat the odds. New Year's resolutions can be a great way to trade bad habits for [...]
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 inflation, a volatile market, and higher taxes, and it’s important to have a [...]
Give Yourself the Gift of a Retirement Plan
Hopefully, all your presents are wrapped and under the tree by now. This is a time of year when we’re mostly focused on other people, but once you’ve distributed all of your gifts, consider giving yourself the gift of a retirement plan. To help [...]
What Gift Do You Give to Someone Who Has It All?
We’ve all found ourselves in this scenario before: You ask someone what they’d like for a gift, and they can’t give you an answer. They simply say that they don’t need anything, despite your desire to give them a token of your appreciation. If [...]
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 2022 is the year you’ll retire, or maybe not. Either way, you can review your investment strategy [...]
Gifts That Could Keep on Giving
Have you finished your holiday shopping this year? As we age, we have more and more relatives and friends that we exchange gifts with, which means more money and more time spent shopping. So, when your loved ones start handing out their lists, it [...]
