Social Security Changes (and Why That’s Great News for Retirees!)March 23, 2023Increases in Benefits Inflation has been a hot topic since the Fed started hiking rates last March to try and…
Medicare Changes in 2023March 16, 2023As we begin to say goodbye to winter and usher in spring here in Washington, DC, change is often expected,…
Charting a Course for 2023February 21, 2023Investors had to navigate an environment full of twists and turns in 2022. After hitting a new all-time high in…
2022 Year In ReviewJanuary 31, 2023To say that 2022 was a challenging year for the markets would be an understatement. The stock markets saw big…
‘Tis the Season…to hold off on buying or selling a home?December 21, 2022Inflation. It’s a trigger word for all of us heading into this holiday season. As if the crunch before year-end…
Why Retiring in 2022 Could be a Challenge and What to do About itNovember 16, 2022It’s a scary time for anyone who recently retired and for those about to. Stocks (as measured by the S&P…
Real-World Examples of the Use Cases for Blockchain and the state of the Crypto WorldNovember 2, 2022In our last article, we dove into some mind-boggling topics like the metaverse and NFTs. In this post, we’ll focus…
Year-End Review: How History Provides a Path ForwardOctober 26, 2022As 2022 progressed, investors and consumers were treated to a steady stream of bad news, and the markets reacted in-kind,…
How Insurance Fits in Your Financial PlanSeptember 7, 2022One of the first steps in creating your financial plan is to identify your goals, their time horizons, and your…