1 in 4 Millennials are “not sure” how their retirement savings are invested. How do you stack up?
More Personal Financial Planning Resources for Millenials
What Should You Do as Markets Flirt with Bears?
The standard definition of a bear market is when major U.S. stock indices, such as the S&P 500, drop by 20% or more from their peak. And 5+ months into…
Managing Bond Risks When Interest Rates Rise
After dropping the benchmark federal funds rate to a rock-bottom range of 0%–0.25% early in the pandemic, the Federal Open Market Committee has begun raising the rate toward more typical…
There’s Still Time to Contribute to an IRA for 2021
Making a last-minute contribution to an IRA may help you reduce your 2021 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had…
What is the Fed Taper?
What is the Fed Taper? An economist explains how the Federal Reserve withdraws stimulus from the economy Tapering refers to the Federal Reserve policy of unwinding the massive purchases of…
Data Privacy and Your Financial Planner
Data Privacy and Your Financial Planner Data privacy week is January 24 – 28, 2022. Here are some tips to help investors safeguard …
2022 Key Numbers
A popular tool, the 2022 Key Numbers document is a comprehensive list of tax bracket and deductions information to assist you as you consider your financial plan for the year. It…
Plan Your Finances as You Would Your Exercise
You exercise to benefit from your sweat equity in the future, right? Waking up early in the dark mornings of winter to exercise comes hard. Once your workout ends, though,…
2021 Year-End Tax Tips
Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer…
5 Reasons to Consult a Financial Planner on New Tax Legislation
5 Reasons to Consult a Financial Planner on New Tax Legislation The new tax legislation proposed will undoubtedly impact the tax responsibilities of those…
What to Do If (When) Your Taxes Start Going Up
One variable that is hard to plan for in retirement is taxes. There are steps you can take despite the uncertain tax landscape. Not knowing what…