What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Monday, March 20, 2023
Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only 28 percent of parents speak to their...
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Monday, March 6, 2023
Transitioning from Private Health Insurance Plans to MedicareAs you approach retirement age, you may be anticipating transitioning from your private insurance to Medicare, which is a federal health insurance program that provides...
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Wednesday, February 15, 2023
According to the Investment Company Institute, near the end of 2022, there was more than $4.7 trillion in cash sitting in U.S. money market funds.1,2While cash can play a role in a diversified portfolio, historically, cash has not kept...
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Wednesday, February 8, 2023
By 2040, the U.S. Census Bureau estimates that 80 million people in the U.S. will be age 65 or older.1 Most of these senior adults will either want to—or need to—"age in place," living in their homes securely, independently...
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Monday, January 23, 2023
With the possibility of a recession looming, it's natural for those nearing or in retirement to have concerns over their long-term strategies. After decades of accumulating a portfolio, the last thing retirees want is for a market...
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Wednesday, January 4, 2023
In October 2022, the Internal Revenue Service (IRS) announced tax changes for 2023 — changes primarily driven, in part, by the current inflationary environment. For affluent couples or individuals interested in transferring...
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Monday, December 12, 2022
In today’s social media-obsessed world full of popular “influencers” targeting teens, pre-teens, and even younger groups, instilling values in your children and grandchildren about what really matters in life is more...
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Monday, December 5, 2022
In late October, the IRS announced that it is increasing contribution limits to retirement savings accounts in 2023. The changes, like many you are seeing, are a direct result of months of high inflation and financial uncertainty, some...
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Monday, November 28, 2022
The year is almost over, and it has certainly been a bumpy one for the financial markets and our economy. As financial professionals, we work with families to design investment strategies that help them pursue their goals for education...
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Monday, November 14, 2022
Key points:Over the past five years, affluent Americans increased their donations to charity by 48%.1Understand various strategies to help you maximize the impact of your charitable donations and your income tax savings.To qualify for...
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Wednesday, November 2, 2022
Key points:One of the biggest components of the Inflation Reduction Act is the changes to healthcare costs and coverage. The Inflation Reduction Act requires all pharmaceutical companies to rebate Medicare participants for the...
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Monday, October 24, 2022
If you haven’t heard much about ESG investing, you will. ESG has gone from a niche investment philosophy to a mainstream investment tenant. At the same time, it has gained the attention of corporations, politicians, regulators,...
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Wednesday, October 12, 2022
Over 50% of consumers have fallen victim to a cybercrime, with a third of those attacks taking place in the past year alone. So there are 263 million American consumers. 131.5 million have been hit by cybercrime, with 44 million...
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Tuesday, October 11, 2022
Most people are used to having a percentage of their paycheck withheld for Social Security. The withholding rate in 2022 stands at 6.2% for individuals and another 6.2% for their employers, for a total of 12.4% per person.1 But...
Read MoreLink to; CIMA® Article from Personal Dividends Website.
Read MoreArticle Authored by Chad WhiteSo after being a financial advisor for so many years and being out of school for so long, why would I go through the torture and hard work to achieve the CIMA® (Certified Investment Management Analyst)...
Read MoreAn article authored by Chad WhiteWith more and more baby boomers retiring each year with money invested in their company savings plan, this question of what to do with my 401(k) has never held the importance which it does today. In...
Read MoreChronicles of You and You and You…Facebook, YouTube, Twitter, Instagram, Google+, LinkedIn, Pinterest, Tumblr, and other social media websites have changed the way we communicate, learn, and behave. Each option has its proponents and...
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