Recent Posts
- Preparing for Year-End Financial Moves: Last-Minute Tax & Retirement Opportunities
- Navigating Long-Term Care Planning 2026: Insights You Need
- The Psychology of Retirement: How to Prepare Emotionally and Financially for Life After Work
- The Hidden Tax Traps in Retirement — and How to Avoid Them
- Social Security Planning in an Era of Uncertainty: New Adjustments & Strategy Tweaks
Recent Comments
No comments to show.
Category Archives: Investments
What’s Ahead for the Stock Market?
In November, the Dow experienced its best month since 1987, while the S&P 500 and Nasdaq indexes enjoyed their best month since April of this year.1 With the election behind us and a vaccine on the horizon, the stock market…
Let’s Talk About … the 401(k)
The 401(k) originally began as a company profit-sharing plan. Companies had been funding defined benefit pensions for years, but as their annual profits and stock prices experienced volatility, they looked for ways to share that burden with employees. Through profit…
Fixed Income vs. Stock Portfolio
Early this year, many stopped spending and began saving money. This wasn’t difficult as many areas of the economy were — and possibly still are — shut down. For some, vacation plans were canceled, and the normal level of entertainment…
Spotlight on Estate Planning and a New Presidency
While the end of the calendar year often elicits tax and estate planning questions, the political uncertainty in 2020 has led to an increase in inquiries on the subject. One real estate appraiser in Manhattan told a news outlet before…
7 Mistakes First-Time Investors Should Avoid
Investing your money, whether in the stock market or a retirement account, is a good way to take advantage of compounding interest and secure your financial future. However, understanding risk levels and investment products can take time, and many new…
This Is How the Presidential Election Could Impact Your Investments
While the 2020 U.S. presidential race remains front-page news, the outcome of the Nov. 3 election could significantly impact your income, tax bracket, and tax burden, as any changes in government officials could potentially alter the federal tax code in…
How to Use Insurance in Estate Planning
If you want to leave your estate to beloved family members or friends upon your death, a life insurance payout can be key to helping them pay for expenses that could decrease the impact of your estate. Dispersing an estate…