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COMMITTED TO YOUR FINANCIAL WELL-BEING

Insights and Blog

 

Market Volatility and Ukraine One Month In Thumbnail

Market Volatility and Ukraine One Month In

Markets were volatile prior to the invasion and have become even more so one month into the war. As we monitor the situation closely, nobody can consistently predict market moves. We’ve seen broad selloffs followed by huge rallies – sometimes within the same trading session. Volatility will most likely continue, at least for the short term, as investors weigh the impact of rising inflation, energy prices, supply-chain disruptions, and interest rates.

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Understanding (and Avoiding) the "Money Illusion" Thumbnail

Understanding (and Avoiding) the "Money Illusion"

The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology? It’s no surprise that a dollar today isn’t worth the same as a dollar was 20 years ago. This is the result of inflation. Inflation plays a major role in financial planning whether you are conscious of it or not...

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National Financial Wellness Month Thumbnail

National Financial Wellness Month

January is Financial Wellness Month. Consider some of these tips in our latest article to improve your financial wellness. What is financial wellness? Financial wellness is a state of being in which you can meet current and future...

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Why you might need a Living Trust? Thumbnail

Why you might need a Living Trust?

A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you. A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon...

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2022 Contribution Limits Thumbnail

2022 Contribution Limits

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (I.R.S.) announced new contribution limits for 2022. Take a look at the new limits to see if these increases apply to your retirement strategy.

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Estate Taxes May Be Amended Soon Thumbnail

Estate Taxes May Be Amended Soon

Right now, Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This article examines current estate taxes and cautions against any sudden...

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Are Capital Gains Taxes Changing? Thumbnail

Are Capital Gains Taxes Changing?

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to...

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