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Posted Wed, Mar 03, 2021
A recent survey by The Wall Street Journal gives some idea what this year may have in store.
Posted Fri, Feb 12, 2021
Last weekend Michael competed in the Rocky Raccoon 100 mile endurance event in Huntsville State Park.
Posted Sun, Jan 31, 2021
Recently, the Internal Revenue Service (I.R.S.) announced that tax season will start a little later than usual. This year the I.R.S. will begin accepting and processing 2020 tax returns on Friday, February 12, 2021.1
Posted Thu, Nov 19, 2020
If a current event or headline has caused you to reconsider your financial strategy, remember to look at the big picture.
Posted Thu, Nov 12, 2020
Although these adjustments won’t bring any major changes, there are some minor elements to note.
Posted Mon, Oct 26, 2020
If this increase surprises or concerns you, now is a good time to seek guidance from your financial professional.
Posted Thu, Oct 08, 2020
Did you know there are six areas of personal finance for you to review? We break down each one for you.
Posted Wed, Sep 30, 2020
As we enter into the Fourth Quarter, now is a good time to reevaluate your financial plan.
Posted Wed, Sep 23, 2020
Medicare’s open enrollment period runs from October 15 to December 7. What you need to know….
Posted Thu, Sep 17, 2020
Despite the challenges women face, there are a lot of reasons to be hopeful.
Posted Fri, Sep 11, 2020
Have you heard this term? Here’s what you need to know.
Posted Fri, Aug 28, 2020
Our latest article discusses why Medicare should be integral to your retirement preparation.
Posted Fri, Aug 14, 2020
Here is a checklist that you may find useful should you have to experience this unpredictable and difficult reality.
Posted Wed, Aug 05, 2020
Investors may be eligible to “undo” certain retirement account withdrawals before September.
Posted Wed, Jul 29, 2020
What exactly is “earnings season” and why is it important to Wall Street?
Posted Mon, Jul 20, 2020
Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first.
Posted Tue, Jul 07, 2020
Why Go Roth in 2020? Difficult times may open doors to new possibilities. This may be the time for you to consider new opportunities.
Posted Thu, Jun 18, 2020
There are many important factors to keep in mind when selecting someone as a 'trusted contact' on your accounts. Our latest article explains why this is an important security measure and how to choose wisely.
Posted Fri, Jun 12, 2020
While you could designate a portion of your retirement savings for possible extended care costs, there are other choices to consider as well.
Posted Thu, May 14, 2020
By following simple suggestions and just being aware that you are constantly under attack from these cyber criminals, you can protect yourself, your family, and your valuable assets.
Posted Tue, May 12, 2020
Information regarding the new tax deadline and specific questions answered.
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