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  • About
    • Values
    • Meet Our People
  • What We Offer
    • Investment Management
    • Retirement Planning
    • Estate Planning
    • Eldercare Planning
    • Charitable Planning
  • Sharing & Caring
  • News
    • Events
  • Documents & Forms
  • Contact

Author Archives: WordPress Administrator

Retirement In Sight: Guarding Against the Four Common Money Biases

Retirement PlanningBy WordPress AdministratorFebruary 23, 2022

Our attitudes about investing, saving, spending, and financial matters are shaped by a variety of influences, both early and later in life. These attitudes can foster some very good habits,…

Monthly Economic Update – February 2022

Retirement PlanningBy WordPress AdministratorFebruary 9, 2022

U.S. Markets Rising yields, elevated inflation, and a hawkish-sounding Fed took turns rattling the stock market in January, with technology-heavy Nasdaq particularly hard hit.  The Dow Jones Industrial Average dropped…

Retirement In Sight: How Much Will Saving an Extra $1k Each Year Help You?

Retirement PlanningBy WordPress AdministratorJanuary 12, 2022

Did you ever wonder what might result from such a small boost to your retirement saving effort, even in midlife? While there is no ready answer to this question thanks…

Retirement In Sight: When You Are Within Five Years of Retirement

Retirement PlanningBy WordPress AdministratorDecember 15, 2021

If your anticipated retirement date seems about five years away, think about some of the proactive steps you could take before that date arrives. Acting now could save you some…

Retirement In Sight: If the SECURE Act 2.0 Becomes Law, What Changes?

Retirement PlanningBy WordPress AdministratorNovember 11, 2021

The SECURE Act altered rules for retirement accounts with a goal of helping both retirees and pre-retirees. Now a legislative sequel, known popularly as SECURE Act 2.0, is proceeding through Congress.

Retirement In Sight: Robocalls, Robotexts: Protect Yourself and Your Money

Retirement PlanningBy WordPress AdministratorOctober 13, 2021

Are you getting more unwanted text messages on your phone than you used to get? That is partly the result of a good thing – robocalls have declined. Robotexts, however,…

Monthly Economic Update – October 2021

Retirement PlanningBy WordPress AdministratorOctober 7, 2021

U.S. Markets The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington. The…

Retirement In Sight: Possible Changes for Catch-Up Contributions

Retirement PlanningBy WordPress AdministratorSeptember 16, 2021

Possible Changes for Catch-up Contributions Since 2002, Americans aged 50 and older have been permitted to make annual “catch-up” contributions to popular retirement accounts – but according to Vanguard’s 2021…

Monthly Economic Update – September 2021

Retirement PlanningBy WordPress AdministratorSeptember 8, 2021

U.S. Markets Signs of an improving labor market, strong corporate earnings, and more clarity from the Fed on its tapering plans propelled stocks to multiple record highs during August.   The…

Monthly Economic Update

Retirement PlanningBy WordPress AdministratorAugust 9, 2021

U.S. Markets Last month, the stock market posted a solid gain, overcoming investors’ fears of higher inflation and an increase in COVID-19 cases. The Dow Jones Industrial Average picked up…

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