Bull market confirmed! What happens next

February 01, 2024

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3 minute read

It’s official. The bear market is behind us.

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Is inflation rising again?

January 17, 2024

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2 minute read

As we kick off 2024, the latest data is raising some concerns about inflation.

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Consumers Faltering?

September 21, 2023

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3 minute read

Is a new recession warning flashing?

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Trouble Ahead?

September 05, 2023

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3 minute read

You might have heard that Fitch downgraded the U.S. government’s credit rating in August. What does that mean for you?

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How High Will Rates Go?

August 25, 2023

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3 minute read

How high do you think the Federal Reserve will have to push interest rates to fully tame inflation?

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Why Do Companies Offer Early Retirement?

April 21, 2021

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If you have received an offer from your company to retire early due to the pandemic or other factors, there are a few questions to ask in order to make the best decision possible.

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why you should start saving early

Why Is It Important to Start Saving for Early Retirement?

April 14, 2021

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Whether or not you wish to keep working, you should start saving for retirement as early as possible in order to set yourself up for financial success. The sooner you start saving for retirement, the less you will need to save.

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Q & A: Online Estate Planning with Trust & Will

January 29, 2021

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8 minute read

A will provides clear direction on what someone wishes to happen with the things they were responsible for in life. That could be property, money, children, pets, etc. If you don’t have a will, your assets are left up to the courts. Creating a will is not as hard as you think. Even during a pandemic. You don’t have to take time off work or spend a fortune.

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Should I take a voluntary early retirement buyout?

January 04, 2021

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7 minute read

Simply put, a buyout is a form of compensation (or compensation packages) designed to incentivize employees to retire ahead of schedule. A buyout, or voluntary early retirement package, may sound somewhat attractive. But, what if your employer approaches you, or your spouse, with an early retirement buyout option? Do you take it? This article will walk you through the right questions to ask in order to help you decide your next move.

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Asset Allocation at Each Stage of Life

December 15, 2020

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5 minute read

What should asset allocation look like at each stage of life? We break this down into three significant financial phases: starters, spenders, and savers.

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