XML Wealth Insights: Debt Ceiling
May 5, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Debt Ceiling.
Another Big Social Security Increase Is Unlikely
May 2, 2023
This year, Social Security beneficiaries are receiving a significant increase of 8.7% in their monthly checks. The cost of living adjustment (COLA)..
Is Your Long-Term Care Planning Where It Needs To Be?
April 24, 2023
According to recent research, 69% of people turning 65 today will need some type of long-term care services at some point in their lives, for an..
Webinar Recording | Empowering Women Investors
April 24, 2023
Women are a powerful financial force—yet when it comes to investing and financial planning, many women lack confidence. particularly when it comes to..
Retired? Avoid These IRS Audit Red Flags
April 18, 2023
In general, IRS audits are primarily a concern for people who are still working. Retirees tend to claim fewer refundable credits and have less..
XML Wealth Insights: 3 Month T-Bills
April 14, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on 3 Month T-Bills.
Should Married Couples File Jointly or Separately?
April 11, 2023
Tax season is in full swing, and for married couples, that means it’s time to make the annual decision whether to file jointly or separately. The tax..
Why You Need A Retirement Income Distribution Plan
April 4, 2023
For most people, retirement planning is all about saving: setting enough money aside to ensure you have the financial security to enjoy life in..
XML Wealth Insights: Will Interest Rates Rise or Fall?
March 31, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Will Interest Rates Rise or Fall?".
Small Stressors Can Be Just as Harmful as Large Ones
March 28, 2023
When we think of the things that cause stress, we tend to think big: your car breaking down, a looming deadline at work, or an ailing family member...
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