Just married? About to marry? Develop a plan to save jointly for your financial goals. If you both save for them, they may be attained more quickly.
MARKET UPDATES
Missions
Gold recently reached an unprecedented $4,300 per ounce, marking a 65% increase since January 1. How does that compare?
Briefings - The Economy
October brought considerable volatility to Wall Street, yet all major benchmark indexes ultimately ended the month in positive territory. The NASDAQ led the way, setting a new record high, largely…
Briefings - Markets
Earlier in November, we were supposed to receive the October inflation report and unemployment data, however, due to the government shutdown, we may never get them.
Retirement
The Department of Labor appears to be giving a bright green light to private equity investments and crypto options in our nation’s 401(k) plans.
Taxes
Starting in 2025, if you are age 65 and older, you may qualify for a new $6,000 above-the-line tax deduction that could help reduce taxable income
College Planning
The Trump Account is part of the “One Big Beautiful Bill”, recently signed into law, as another option to save for education, business or first time home ownership.
Estate Planning
Having a conversation with your parents about their finances while daunting is an essential step in helping to ensure their financial well-being as they get older.
Elder Care Planning
Conversations with aging parents about finances can feel difficult, but knowing their financial resources, assets, and healthcare plans will help you make smarter decisions. Ask questions such as: 📝 Do…
Investing
Gold recently reached an unprecedented $4,300 per ounce, marking a 65% increase since January 1. How does that compare?
Basic Training
In this Basic Training series we look at some of the important types of insurance.
Financial Planning
Starting in 2025, if you are age 65 and older, you may qualify for a new $6,000 above-the-line tax deduction that could help reduce taxable income