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Market Commentary (9)
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..
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..
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...
Scammers Are Targeting Social Security Recipients
March 21, 2023
Last year, to help Social Security recipients keep pace with historic inflation rates and an economic downturn, the Social Security Administration..
Avoiding Estate Planning Mistakes
March 14, 2023
Your estate plan is your opportunity to leave a legacy for your loved ones, estate planning can be a complex and delicate process that involves a lot..
The Bear Market Could Lessen the Tax Impact of Your RMDs
March 7, 2023
In general, the bear market we have been experiencing since last June hasn’t been great for investors. But as the saying goes, every cloud has a..
Anxious About Inflation? Try These Tips
February 28, 2023
Record-high inflation is making everyone nervous. The short-term effects of inflation are felt by all of us, but many people are also concerned about..
There’s a Bigger Threat to Your Retirement Savings Than Inflation
February 21, 2023
The ongoing record-high inflation is making a lot of Americans nervous about their financial futures, especially those who are approaching retirement..
When Will The Bear Market End?
February 14, 2023
The bear market began last June, and capital markets are still struggling to emerge from the downturn. With so much uncertainty around the economy..
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