Posts about
Market Commentary (16)
What Can Football Teach Us About Investing?
November 9, 2021
Football strategies are often guided by conventional wisdom, such as the idea that teams should always punt on fourth down if a field goal is out of..
Stress-Test Your Financial Plan Against Real-World Conditions
November 2, 2021
Your financial plan has been carefully designed to help you reach your long-term financial objectives. But there’s one problem: that plan is likely..
How Health Savings Accounts Can Support Your Retirement Plan
October 26, 2021
Minimizing your tax burden is a big consideration in retirement, and believe it or not, Health Savings Accounts (HSAs) can be a great way to do that...
The Basics of Social Security in 2021
October 19, 2021
The Social Security landscape is constantly changing. These changes and updates are often unnoticeable, but they add up over time. And because Social..
Did You Stock Up On Masks Last Year? You May Get a Tax Write-Off
October 12, 2021
Many Americans took whatever steps they could to protect themselves and others from COVID-19, including buying masks, hand sanitizer, and..
Life Expectancy May Have Declined, But Your Retirement Plan Should Stay The Same
October 5, 2021
Life expectancy is a key factor in your retirement strategy. You want to ensure that you have enough money saved to live out your golden years..
Why Investors Should Avoid Following Trends
September 28, 2021
Everyone wishes they could have purchased Apple stock before it exploded, or bought a few Bitcoin when it was selling for pennies on the dollar...
Have a Retirement Account from a Previous Job? Here’s How to Find It
September 21, 2021
The SECURE Act was a major step towards protecting retirees’ savings, and the proposed SECURE Act 2.0 would further build upon those benefits and..
Can Congress Retroactively Increase Your Taxes?
September 7, 2021
President Biden recently released his 2022 budget request. As expected, Biden’s budget calls for an increase in capital gains tax rates, but there..
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Social Security Payments Set to Increase Next Year
September 14, 2021