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Friday, June 10, 2022

With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection...

 

Thursday, March 17, 2022

Military members and their families face one-of-a-kind challenges, such as deployment to conflict zones, overseas assignments, and the constancy of change, all of which make dedicating time to personal finance a challenge. Luckily,...

 

Saturday, February 12, 2022

 

Wednesday, December 15, 2021

If you’re like us, your kids probably already have WAY too many toys. Want to get them something that will stay with them forever?

 

Monday, December 13, 2021

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you.

 

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Friday, November 12, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022. Staying put for 2022 are traditional Individual Retirement Accounts...

 

Wednesday, July 28, 2021

The news keeps getting better for Social Security recipients. It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983...

 

Friday, June 18, 2021

The real rate of return is an important personal finance concept to understand. It’s the rate of return on your investments after inflation. The real rate of return indicates whether you are gaining or losing purchasing power...

 

Wednesday, June 9, 2021

Ten Steps to 401(k) Success The 401(k) plan is becoming the single largest source of retirement savings for a majority of American workers. According to the Society of Professional Administrators and Recordkeepers (SPARK), over 55...

 

Thursday, April 29, 2021

Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year. According to research by Deutsche Bank, Google searches for “inflation” are rising rapidly and...

 

Thursday, January 28, 2021

You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars share. In one case, the shares rose over 1700% since December 2020.1 So, what gives?...

 

Tuesday, October 6, 2020

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...

 

Monday, August 31, 2020

The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup. Salesforce.com, Amgen Inc.and Honeywell International Inc. have replaced Exxon Mobil Corp...

 

Tuesday, August 4, 2020

To some, the buying and selling of a company’s stock by corporate officers and directors can be an indicator of Wall Street sentiment.In July 2020, the ratio of companies with executive buying compared with executive selling...

 

Tuesday, June 16, 2020

Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...

 

Monday, June 8, 2020

Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try...