XML Wealth Insights: Bitcoin is Back

January 15, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Bitcoin is Back."

Webinar Recording | Outlook 2021: Navigating the Path Forward

January 14, 2021

The COVID-19 pandemic, the market crash, economic downturns, the presidential election: 2020 was an interesting year (to say the least). As we..

A Guide to the Medicare Giveback Benefit

January 12, 2021

The Medicare giveback benefit is a premium reduction that allows qualifying seniors age 65 and older to receive up to $144 in additional Social..

XML Wealth Insights: 2021

January 8, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "2021."

The Pandemic Has Affected Retirement Planning. Here’s How to Get Back on Track

January 5, 2021

This year has been exceptionally difficult for retirement planning, as the COVID-19 pandemic has affected the markets and the economy. Many..

Why It’s Never Too Early To Start Thinking About Estate Planning

December 29, 2020

Last month, former Zappos CEO Tony Hsieh died at the age of 46 as a result of injuries sustained in a house fire. After Hsieh’s death, it was..

Are You Mentally Prepared to Enjoy Your Retirement?

December 22, 2020

Saving for retirement is a long process that requires careful planning to reach your financial goals. But after decades spent preparing for..

XML Wealth Insights: 2020 Three Lessons

December 18, 2020

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "2020 Three Lessons."

The Number That Can Make or Break Your Retirement Plan

December 15, 2020

It takes considerable planning to make your ideal retirement a reality. Your retirement strategy depends on a number of different factors,..

XML Wealth Insights: Stay Healthy

December 11, 2020

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

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