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

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

Is a new recession warning flashing?

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

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

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.

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.

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

Have you ever lost or quit a job? Perhaps you worked for a company that was taken over by another company? Or maybe you’re approaching a long-awaited retirement? Odds are, if you can answer yes to any of these, you’ve experienced the need to roll over an old retirement plan. What exactly does this mean? We’ll break it all down in this blog.

When it comes to rolling over a retirement plan, misconceptions abound. Regardless of which one(s) you leverage, if you put contributions in, eventually you’re going to get funds out. It’s how you move those funds that determines the tax implications. So as financial advisors, we’re here to bust five myths we hear all the time regarding rollovers.