Market Update – September 2022 As the third quarter comes to a close, the market is hovering at its lows for 2022. If you are following the news, you know the Federal Reserve has raised short-term interest rates significantly this year in an effort to bring inflation back down to its …
What should you know about moving up a tax bracket? Moving up a tax bracket is actually a good thing because it means you are making more money. When you make more money, it also means you will pay more in taxes. Paying more in tax is not fun, but it’s not a …
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5 ways to prepare financially before you quit your job It’s hard to turn on the news or open your browser right now without hearing something about the Great Resignation or the Great Rethink. According to CNN, 4.4 million Americans quit their jobs last month, and “in February, US businesses had 11.3 million job …
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Planning for Elder Care – It’s never too late to start saving. If you have not started planning for long-term care expenses yet, today is the day! Genworth puts out information on the cost of care for eldercare. The site provides numbers for in-home care, community and assisted living, and nursing homes …
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What do you need to retire? My view is that wealth is more than just the tangible asset or number we see on a net worth statement. I believe it’s deeper than that. Understanding the numbers is certainly important, but to truly measure wealth, we must consider intangible items like being able to invest …
What should you do if you gained a large financial windfall from selling your home? Many homeowners have cashed in on the hot real estate market over the past year, with some selling their homes even if they didn’t plan to because the offer that they received was irresistible. These homeowners may now …
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Why Your Savings Rate Matters When a crisis hits, like COVID, people tend to save more money. As people get more fearful about the future, they are more likely to spend less and save more. As the crisis subsides and recovery takes place, people start spending more and saving less. So, how much should …
What ‘taboo’ money topics should we be openly discussing? When asked what we do, My wife (a marriage and family therapist) and I (a financial planner) tell folks that we play a very unique role in people’s lives. We spend many hours helping individuals and couples with topics that are traditionally taboo – marriage …
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The Cryptocurrency Craze: Watch the replay of Wednesday’s Briefing with Clayton and Tom. They dove into the cryptocurrency craze sweeping the markets. They discussed Coinbase, Bitcoin, Blockchain, and other topics related to cryptocurrencies. They also discussed the different ways to invest in crypto and answer your questions in what was a very interactive session …
Investing and the Election Just when it feels we cannot pack anything else into 2020. We are now less than 90 days from the election. Emotions are running high with all the uncertainty in 2020, and we are starting to receive questions about the election and changes to investment portfolios. The most common question …
10 Things to Consider When Planning to Transition into Retirement
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