2020 Brings Several Financial Changes
January 16th, 2020 by Jim AllenThe start of the New Year typically brings changes to several important financial thresholds. For example, your Social Security benefits have been increased as have the amount you can put
The SECURE Act is Finally “Secured”
December 30th, 2019 by Jim AllenIn our September 17th article, we discussed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. After several ups and downs through the legislative process, Congress finally
Five Financial Gift Giving Tips for the Holidays
December 12th, 2019 by Jim AllenThe holiday season is a time for giving, including gifts of cash. Rather than just giving a check or some dollar bills, you might consider using any of the five
Today’s Employment Data Comes with a Cautionary Tale
December 6th, 2019 by Tanner WrisleyToday, the department of labor released employment data that surprised the market. After last year’s success, many believed 2019 would be the year we see the United States’ economy start
A Microwave is Not a Great Retirement Planning Tool
November 21st, 2019 by Jim AllenWhen it comes to saving and planning for retirement, that old saying “slow and steady wins the race” is pretty accurate. Regular and consistent saving allows for time (and compound
Market Outlook
November 12th, 2019 by Jonathan Chatfield, CFAAgainst the backdrop of a continuing trade dispute with China and a slowing economy, the Fed lowered its federal funds rate target by another quarter point at its October 30
Safeguarding Your Retirement with a Long-Term Care Plan
November 3rd, 2019 by Jim AllenNovember is Long Term Care Awareness Month so we wanted to discuss this important issue in this week’s article. One of the biggest worries of people entering retirement is the
Earnings Reports: What Are They and Why Do They Matter?
October 28th, 2019 by Tanner WrisleyAll public companies report earnings once a quarter. On this earnings date, companies release important financial documents, comment on the previous performance, and give guidance on what can be expected
It Doesn’t Take a PhD to Save on College Expenses
October 17th, 2019 by Jim AllenWith college costs skyrocketing and student loan debt increasing to crisis levels, just selecting the right college can have a huge impact on the total overall cost of a college
Market Outlook: New Year – New Decade
January 8th, 2020 by Jonathan Chatfield, CFAAs the trade dispute with China seems to be moderating, the Fed in December maintained its federal funds rate target at 1.50 – 1.75%. After raising rates nine times since