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Money Moves
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09.25.23

How you give is as important as what you give

When significant assets are involved, did you know that how you give is just as important as what you give? With the right financial approach to your giving objectives, there could be significant tax advantages for you and the charity
social security card

08.28.23

How Secure is Social Security?

Is Social Security actually secure? If not, what should be done to fix it and who bears the cost?
a padlock sitting on top of a mobile phone

07.19.23

How to safeguard access to your accounts

Most people don’t think twice about making a purchase using their debit card, cell phone, or tablet. To protect yourself and safeguard your access devices, consider the following tips
glass jar of coins labelled retirement with clock in background

07.05.23

How much do I need to save for retirement?

Your personal savings goals will depend on when you plan to retire, if your work provides a pension, whether you have health problems, and what you would like your lifestyle to look like in retirement
cockpit of an airplane controlled by two pilots

04.21.23

Soft landings require skill; Is the Fed instrument-rated?

There is a reason the soft-landing metaphor is used to describe ideal Fed inflation-fighting policy
digital illustration of stacks of coins climbing taller with a shopping chart on the highest stack

04.07.23

What is Inflation?

If you watch the news, you certainly have heard the word “inflation.” But what is it, and how does it affect the average consumer
monitor showing stocks falling

04.03.23

With recession possible, should I review my portfolio?

I’m worried that we might be looking at a recession in 2023. What do you think? Should I be doing something with my portfolio
plant growing in a jar full of coins

03.20.23

Required Minimum Distributions in 2023

The age at which Required Minimum Distributions (RMDs) from qualified retirement plans must begin was lifted from 72 to 73, effective in 2023
man scrutinizing his grocery receipt

02.16.23

Can inflation be contained and are higher interest rates here to stay?

It has become clear that inflation is not as “transitory” as the Federal Reserve originally believed.  In reaction to persistent inflation
statue of bull market

02.10.23

Investing Retirement Funds in Bitcoin Seen as Risky

In 2022, Fidelity Investments made news with the announcement that they would make investing in the digital currency Bitcoin one of the investment choices available to 401(k) plan participants
football on a field

02.07.23

Annual Big Game Predictor 2023

Once again, it’s time to roll out the much-anticipated Super Bowl Stock Market Forecast. As some of you might remember, Robert Stovall, an equity analyst for EF Hutton, published a bizarre statistical anomaly
pile of paper tax forms

01.20.23

Charitable Giving; A donor-advised fund offers tax benefits

Taxpayers generally welcomed the rough doubling of the standard deduction in the 2017 tax reform legislation. One group that was worried about unintended side effects of the change
digital illustration of stacks of coins climbing taller with a shopping chart on the highest stack

12.08.22

Social Security COLA Increase is Biggest Since 1981

The Social Security Administration has announced an 8.7% benefit increase for 2023, based upon inflation for the 12 months ending September 30, 2022.
coins stacked graphic

10.13.22

How one savings plan can help you save for college and retirement

Families with children typically have three important financial objectives: buying a home, saving for college, and building retirement capital. That is a daunting challenge.
man hiding in bush with binoculars

10.10.22

Four Things to Consider Before Retiring Early

The idea of work/life balance has gained much attention over the last few years. Technology is redefining how and where we “work” and employees are re-evaluating how they spend the largest portion of their waking hours.
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