blog
Our Blog
3 Reasons to Wait Until 70 to Claim Social Security Benefits
In a rush to file for Social Security benefits at age 62? Many people are - but slow down and do the math first. When it comes to claiming Social Security retirement benefits, you may want to consider waiting to start benefits when you’re 70. That means not starting...
WHO IS RIGHT, FED OR MARKETS?
Financial markets and the Federal Reserve are reading from two different playbooks. Who is right? The markets are pricing in several rate cuts by the end of this year, while the Federal Reserve communicated more rate hikes with an expectation of holding rates up...
Five Healthy Habits for Financial Wellness
Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you're feeling, the larger your financial hurdles may seem, and the more you may rely on unhealthy stress-reducing...
Financial Mistakes to Avoid in 2023
Could you be losing money because of simple monetary mistakes? Avoid these money-wasting habits in 2023 to have more cash when you need it—or save it for a rainy day. Failing to budget Conventional wisdom says to follow the 50/30/20 rule, meaning you should put no...
WADING THROUGH FINANCIAL STABILITY RISKS: AN ACTION PLAN
The Federal Reserve (Fed) has a history of raising short-term interest rates until something “breaks.” Considering the Fed has raised rates from a near-zero level to 4.75% (upper bound) over the course of only one year, it was almost a near certainty this time would...
How to Spring Clean Your Finances with a Financial Review
Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances during tax season may be particularly beneficial, as it allows you to complete last year's taxes while making any...
St. Patrick’s Day, Leprechauns, and Tax Day
Interesting facts reminding you to protect your own pot of gold. On March 17th of every year, we celebrate St. Patrick’s Day in observance of the death of St. Patrick, the patron saint of Ireland. What started in the 17th century as a religious feast day has morphed...
NO LANDING = NO SENSE
Suggesting an economy makes “no landing” makes no sense. Analogies eventually break down, especially this one. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with...
Women and Money: Taking Control of Your Finances
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your...
5 Last Minute Considerations Before Tax Day
With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the door, are you confident you have everything in...