Missions

Social Security Set to Run Out of Funds, Again…

It’s unlikely that Congress will decide to ignore the problem with Social Security funding; the more relevant question is which of many proposals will be acted on. 

Briefings - The Economy

Monthly Economic Update – May 2024

The Federal Open Market Committee meets for the second straight month in June. Job growth in April was notably slower. However, inflation remained elevated.

Briefings - Markets

Realtor Commissions – What’s Next?

The lawsuit impacts more than a million realtors, and paves the way for home sellers to shop the prices that they would pay to a listing agent.

Retirement

Social Security Set to Run Out of Funds, Again…

It’s unlikely that Congress will decide to ignore the problem with Social Security funding; the more relevant question is which of many proposals will be acted on. 

Insurance

Don’t Let the State Determine Your Beneficiary

If no legally valid estate documents exist, then the deceased party dies intestate, and the state determines the destiny for the assets.

Taxes

What Taxes May Look Like In The Near Future

Every year, the current presidential administration releases a set of tax-related proposals, essentially a wish list for tax legislation for the coming year.

College Planning

529 Plan Now Convertible to Roth

Starting this year, you can transfer any remaining or stranded funds held in a 529 plan to a Roth IRA.

Estate Planning

Key Estate Planning Documents

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning…

Elder Care Planning

Watching Over the Elderly

There have been reports that financial elder abuse is on the rise, costing elderly Americans last year an estimated $36 billion.

Investing

Don’t Let Fear Control You

Traditional economic models are based on the premise that people make rational decisions and while logic does guide us, feelings and emotions may takeover.

Basic Training

Insurance Part 1 – Basic Training

In this Basic Training series we look at some of the important types of insurance.

Financial Planning

Good vs. Bad Debt

Good vs. Bad debt and making sure you have a plan to pay each of them down efficiently or what you might gain or lose in the future because of…