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Spring Cleaning Series
Part 3: Do you need insurance for these less common risks?We all know that we need insurance for our home and vehicles and oftentimes on the lives of ourselves and our loved ones. But these days, there are insurance products for...
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Spring Cleaning Series
Part 2: Beware of coverage gaps for your young adult children With college expenses and cost of living on the rise, it’s not uncommon for young adult children to remain on their parent’s insurance policies well into...
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Spring Cleaning Series
Part 1: Uninsured and Underinsured Motorist Coverage The New York Times recently described the act of Spring cleaning as an “annual rite of purification and renewal.” Of course, in an earlier era when homes were heated...
Read MoreIs the Banking System in Crisis?
What happened?Silicon Valley Bank (“SVB”) is a bank known for primarily serving businesses in the tech sector, with ties to private equity and venture capital, rather than consumers. As is typical for banks, SVB...
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How to Protect Yourself from Cyber Tax Fraud and Scams
Tax season is now in full swing which, unfortunately, means fraudsters and scammers are in full swing as well. There were nearly 7.8 million reports of suspicious tax-related activities in 2022. This coincides with an...
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The Debt Ceiling Distraction
The Debt Ceiling Distraction: A Manufactured Crisis The United States Congress first established a limit on government borrowing in 1917 to finance the country's involvement in World War I. Since 1960, the debt ceiling...
Read MoreNew Retirement Rules Ushered in With SECURE Act 2.0
The “Setting Every Community Up for Retirement Enhancement Act”, commonly known as the SECURE Act, was signed into law in December 2019, and brought the biggest changes to the retirement planning landscape in decades. ...
Read More2023 Economic Themes
2023 Economic Themes We don’t yet know whether 2022 will be seen as a great inflection point in the unfolding global economic narrative, but it certainly feels like a big reset for many markets. We’re sure 2022...
Read MoreTips for Safe Online Shopping
Even before the pandemic, more and more of us were doing our holiday shopping online. In the years since the onset of “social distancing,” online shopping (for more than just holiday gifts) has become more popular...
Read MorePlanning for Extended Care
The U.S. Department of Health and Human Services estimates that 70% of people over age 65 may need extended care services at some point in their lives. But what is extended care and how can you and your family prepare for the...
Read MoreMARKET MINUTE AS OF OCTOBER 24, 2022
A positive start to a new earnings season and late-week hopes for a near-term easing in Fed rate hikes lifted investors’ spirits and powered stocks to gains for the week.The Dow Jones Industrial Average jumped 4.89%, while the...
Read MoreThe Business Cycle
What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also commonly used to describe the business cycle.The business cycle – also known as the...
Read MoreMarket Minute as of October 7, 2022
A powerful two-day stock rebound cemented a positive week for investors as a new trading month began.The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index increased 0...
Read MoreWhat’s the Fed’s Master Plan?
Wall Street is always searching for a hero to embrace or a villain to blame. And right now, Fed Chair Jerome Powell is the villain.After the September Fed meeting, Powell said interest rates may be heading higher for longer than...
Read MoreRetirement Spending Changes With Time
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households "live it up" and spend more than they anticipate...
Read MoreStudent Loan Relief
The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...
Read MoreThese Months Are More Volatile Than Others
We’re entering a tricky time of year: September and October have a reputation for bringing an extra measure of market volatility.Some of the stock market’s most challenging events have hit in September and October, and...
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