Articles and resources about retirement planning, wealth management, investing, and more
“And in the end it’s not the years in your life that count. It’s the life in your years.” - Abraham LincolnFinancial Views NewsletterSummer 2023“And in the end it’s not the years in your life that count. It’s the life in your years.” - Abraham LincolnEarly...
Make the Most of Your IRA/ROTH Contributions Before the April 18th Deadline While the Dec. 31, 2022 deadline for 401(k) contributions has passed, you can still put money into either traditional or Roth individual retirement accounts (IRAs), up until the tax...
Financial Views Newsletter4th Quarter 2022 / Financial Wellness / Preparing for the 2023 Tax Season / Recommended ReadsPursuing financial wellness should be an important part of an overall wellness plan for any individual. And, like most things in...
Financial Views Newsletter - Fall 2022 With summer officially over and fall underway, here are some tips to make sure you don’t “fall” behind on your financial planning as the end of the year approaches. Just as the seasons change, financial goals can also...
Financial Views Newsletter - Summer 2022 Like waves breaking on the shore, the economy regularly moves through several stages of growth and decline. Known as the business cycle, this pattern has a direct impact on stocks, bonds, profits, and corporate earnings–and...
Financial Views Newsletter - Spring 2022 Inflation rates in the US have achieved historic heights, topping out at 7.9% in March 2022.1 Inflation can be pernicious for retired investors, but there are steps you can take to protect your savings. 2 Stay...
Financial Views Newsletter - January 2022 With a surge in cases due to the Omicron variant, the COVID-19 pandemic is changing. The following insights may help protect your plan in response. Bolster your emergency fundIf you, like many Americans, tapped into...
Financial Views Newsletter - Fall 2021 October is Financial Planning Month! Here are some important questions to ask or revisit with your advisor: At what age should I retire?Ensuring that you will have saved enough money throughout your career to support your...
Financial Views Newsletter - Summer 2021 Taxes aren’t something to think about only once a year. Use these tips to plan now for a more favorable outcome when you file next year. W-4 Right after tax season is a great time to review your withholdings and make...
Financial Views Newsletter - Spring 2021 April is social security month. Here are 6 ways to maximize your social security benefits. 1 Work 35 years Your monthly Social Securitybenefit is determined byaveraging your top 35 yearsof earnings. 2 Wait till FRA to...