529 Plans & Financial Aid Impact
A Crash Course in 529 Plans and Their Impact on Financial Aid Are you worried about the rising cost of education? 529 plans [...]
Market Updates – August 31, 2021
Strong August for Markets Markets continued to rally in August, with all three major U.S. indices setting record highs. The Dow Jones Industrial Average [...]
Retirement Checklist
5 Steps to Help You Stay on Track Let’s face it—saving for retirement is often easier said than done. Life events, market volatility, [...]
Market Updates – July 31, 2021
Solid July for Markets July was a positive month for most markets despite rising medical risks. The three major U.S. indices saw all-time highs [...]
Estate Planning for LGBTQ+ Married Couples
On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and [...]
2021 Q2 Newsletter
The Great Re-Opening The second quarter ushered in the long awaited “return to normal,” or at least something close to pre-COVID-19 experiences. Economic activity [...]
Market Updates – June 30, 2021
Positive June Caps Off Strong Quarter for Markets Equity markets rallied in June, capping off a positive month and quarter for U.S. indices. The [...]
Unsure When to Claim Social Security? Timing Has Its Benefits
For many Americans, social security benefits make up a significant portion of retirement income. When it comes to how much you will receive, you [...]
Does Your Credit Need Repairing?
Many people had their financial plans derailed in 2020. You or a spouse may have lost a job or been hit with unexpected expenses [...]
Market Updates – May 31, 2021
Mixed May for Markets Equity markets started off strong in May, but volatility later in the month led to a partial pullback. The early [...]
