We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
Inflation and Back To School Shopping [Video]
This school year, you might find that inflation and back to school shopping are a package deal. Shop smart this fall with our checklist!
AbbVie Retirement Income Choice for Employees
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!
To Pay Down Or Save? A Question Of Net Worth [Video]
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…
Are You Fully Vested? [Video]
Have you ever looked at your retirement account statement and noticed two different balances? Today let’s discuss the vested balance.
How and Why Markets Bottom
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.
Financial Planning & Investment Newsletter
Second Quarter 2022 Financial Planning & Investment Newsletter | Will We Get Relief From Inflation? | Tax Season Review | and more!
Tax Season Review
The 2021 tax season is officially behind us! Over the past few years there have been unusual factors making tax preparation and planning more challenging than ever.
Consolidate Old Retirement Accounts When It Makes Sense [Video]
Often when you switch jobs, you leave your old 401(k) savings with your old employers. We recommend you consolidate old retirement accounts.
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Summer Ideas For Kids [Video]
School’s out so what’s a kid to do? We want to help give you some different things to think about and include some summer ideas for kids.
Investing vs. Speculating… Are You Feeling Lucky? [Video]
Are you someone who likes to buy a lottery ticket, hoping yours is the winning number? Let’s compare investing vs. speculating.
Market Update May 13, 2022 [Video]
This week the market saw very volatile moves. We cover this in today’s video understand what’s happening so you can be confident and stick with your financial plan.
Will We Get Relief From Inflation
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.