Medicare coverage when traveling: What to know.
July 24, 2024
Traveling during your 'golden years' can be exciting and enriching. You finally have the time to take more extended vacations and kick back and..
2025 Social Security COLA
July 17, 2024
In 2025, retirees are likely to receive a smaller cost-of-living adjustment (COLA) compared to recent years. The official announcement will come in..
What is a CFP®?
July 8, 2024
The Certified Financial Planner™️ (CFP®️) designation is recognized globally as a standard of excellence in the field of financial planning. To..
When Will Mortgage Rates Go Down?
July 1, 2024
Since late 2022, mortgage rates have sharply risen from 6% to nearly 8% by fall 2023, marking the highest in over two decades. This increase, coupled..
Divorce and Finance 101
June 25, 2024
Divorce is a common situation that many people will face in their lifetimes. Knowing what to do before, during, and after a divorce can set you up..
Is Money the Key to Happiness?
June 18, 2024
Many people assume that more money is the key to satisfaction and happiness. However, Time documents that Post-World War II America has seen a..
What's My Personal Net Worth?
June 12, 2024
This article and worksheet from the FDIC could come in handy as you navigate your finances. The article discusses net worth and the appropriate..
Interest Rate Cuts Unlikely This Summer
June 4, 2024
A recent article indicates that investors may face a challenging summer as indications grow that the Federal Reserve is unlikely to cut interest..
Are Consumers Finally Fed Up with Tipping Culture?
May 28, 2024
A new survey indicates that 3 out of 4 Americans have tip fatigue and think tipping is ‘out of control.’ While tipping culture has grown, there are..
XML Wealth Insights: The Three Keys Affecting The Market This Summer
May 23, 2024
In this week’s video, President of XML Financial Group, Curtis Congdon, discusses the three keys affecting the market this summer. Watch the video to..
Wondering if there might be something more you and your money could do?
There are several different ways to connect with us. Chose whichever you are most comfortable with.
let’s talk