by News Room | Nov 27, 2023 | Financial
Qualified Charitable Distributions (QCDs) are vital for those who must take an annual required minimum distribution (RMD) but seek a tax-advantaged strategy that may help lower their adjusted gross income (AGI). Using a QCD strategy, one can transfer a portion or all...
by News Room | Nov 20, 2023 | Market Update
As the market appears to be taking a rest and consolidating its $2.7 trillion rally leading up to the Thanksgiving holiday, the historical pattern over the last five years suggests the shortened holiday week typically enjoys modest gains. With concerns over the...
by News Room | Nov 19, 2023 | Financial
Thanksgiving is a holiday for spending time with loved ones, being grateful, and perhaps enjoying a bit of overindulgence. There are many financial lessons to be had in planning, preparing, and celebrating this annual feast.1 Here are four Thanksgiving lessons that...
by News Room | Nov 14, 2023 | Investing
Investing your money is a great way to prepare for retirement and help your financial goals. While investing is vital for smart saving, not all investments are on the up and up. While there is always some degree of risk when investing any funds, some investment...
by News Room | Nov 7, 2023 | Insurance
Kitty O’Neill Collings, an American politician and pioneer in the area of international diplomacy, civil liberties, and social justice, once quipped, “Aging seems to be the only available way to live a long life.” Along with aging comes the certainty that most of us...
