These 3 IRA Mistakes Can Be Costly

November 22, 2022

When it comes to your IRA, it pays to be thorough. The IRS has strict rules about IRAs, and any mistakes can lead to a steep tax penalty; for..

Webinar | Charitable Planning 2022

November 16, 2022

Philanthropy and charitable giving can be a great way to support causes that are important to you while securing your financial legacy. Just as..

The Dow Is Also In A Bear Market. What Does That Mean For Investors?

November 15, 2022

The S&P 500 has been in a bear market since June, but for months the Dow managed to avoid a similar slump. On September 26th, the Dow closed at 20.5%..

XML Wealth Insights: Veterans Day 2022

November 11, 2022

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Veterans Day 2022".

Is Paying Off Your Mortgage Before Retirement A Good Idea?

November 8, 2022

Ideally, retirement savers should have a clean financial slate before they transition into retirement, which means minimizing (or eliminating) credit..

XML Wealth Insights: Lessons From The Fed

November 4, 2022

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Lessons From The Fed".

Is Early Retirement Still An Option?

November 1, 2022

In the wake of the COVID-19 pandemic, many Americans are rethinking their financial priorities. Some have decided to cut their working years short..

XML Wealth Insights: 3Q2022 Earnings

October 31, 2022

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "3Q2022 Earnings".

What Does a Housing Market “Correction” Look Like?

October 25, 2022

The Federal Reserve recently announced another interest rate hike, with Chairman Jerome Powell noting that housing prices rose at an “unsustainably..

Webinar | 2022 Medicare Open Enrollment

October 24, 2022

If you are new to Medicare, the initial enrollment process can be daunting. And if you are already enrolled in Medicare, the upcoming open enrollment..

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