To Pay Down Or Save? A Question Of Net Worth [Video]

July 29, 2022

People ask: Should I pay off a loan or should I save money? This really becomes a question of net worth. Let’s discuss what net worth is…

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AbbVie Retirement Choice

AbbVie Retirement Income Choice for Employees

August 6, 2022

AbbVie’s Retirement Income Choice window is open! Employees must choose whether they’ll stay on their old plan or move to a new plan. Deadline is August 26, 2022!

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Will we get relief from inflation

Will We Get Relief From Inflation

July 21, 2022

Inflation is on fire with prices going up everywhere. Is there any relief from inflation on the horizon? In this month’s newsletter we look ahead to the rest of 2022 and speculate that we may have a brief respite from inflation.

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Market Bottom

How and Why Markets Bottom

June 16, 2022

Stocks are officially in a bear market. What does that mean and more importantly, when will markets bottom? Our topic this week is the anatomy of a bear market, specifically looking at how and why markets bottom. We’re reminded that there’s a price for everything, which puts a floor under the value of many stocks.

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Q2 Newsletter 2022

Financial Planning & Investment Newsletter

June 15, 2022

Second Quarter 2022 Financial Planning & Investment Newsletter | Will We Get Relief From Inflation? | Tax Season Review | and more!

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