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, it can be easy to forget about your end-of-year financial checklist. However, December 31st is [...]
3 Alternative Gift Ideas for the Holiday Season
There are always a few people who are hard to shop for on your list. Sometimes someone just seems to have everything or says they don't want anything for Christmas this year. Consider these alternative gift ideas this year instead of continuing to fill [...]
How Will You Pay for Long-Term Care in the Future?
Even though you're a long time away from needing long-term care, now is the time to plan. An estimated 70% of Americans currently age 65 will need long-term care at some point, and costs can be staggering.[1] If you have a 70% chance of [...]
How to Change Your Habits
We've all heard the saying, "you can’t teach an old dog new tricks,” but is it true? Maybe it is for dogs, but not for people. You can always learn new habits, no matter what age you are. It starts with understanding how the [...]
3 Things About Your Taxes That May Have Changed
Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. Even though it’s a busy time of year when finances can end up taking a back seat to decorating [...]
Tips to Survive Thanksgiving 2021
Thanksgiving is a day typically filled with gratitude, joy, and - most importantly - eating! Despite so much change since the pandemic, the act of devouring a great meal for Thanksgiving dinner has remained true through it all. While most of us look forward [...]
November 2021 Market Update
In this month’s market recap, we review the performance of various asset classes and the driving factors behind this performance. We also discuss the most up to date analysis of our proprietary economic model – Recession Probability Analytics. To watch this [...]
Estate Planning 101
Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible for your loved one’s benefit. [...]
Is Any of Your Stuff Valuable?
If you’ve lived somewhere for years, you’ve probably accumulated a lot of possessions. Maybe you’re running out of space, or you’re embracing the “spark joy” minimalist movement. Either way, having less clutter in your living space and better organization can help make a world [...]
