Series I Bonds – A Positive Development From the Inflation Spike

February 1st, 2022 by Jim Allen

Last month we wrote an article about the current inflation spike and the pain it is inflicting on your monthly spending. The higher cost of living can be attributed to

Mutual Funds are the VHS of the Investment World

January 18th, 2022 by Jim Allen

When I started my career in financial planning way back in 1986, mutual funds were the best way to provide clients a well-diversified investment portfolio. The creation of mutual funds

Rising Inflation – A Fad or a Trend?

December 6th, 2021 by Jim Allen

When it comes to the recent surge in inflation, you don’t need to read about it in the news or hear about it on the TV. You are feeling the

Safe Guarding Your Nest Egg With an Elder Care Plan

October 29th, 2021 by Jim Allen

November is long-term care awareness month, so this is a great time to bring up the topic with your parents or other loved ones. The idea that a loved one

Tax Law Change Proposals – Take 2

October 7th, 2021 by Jim Allen

  In my June 14th article I discussed several proposed tax law changes that were part of President Biden’s “American Families Plan.” We also conducted a webinar on the proposed

Is Social Security Going Broke?

September 7th, 2021 by Jim Allen

This week, Treasury Department officials announced that the Social Security “Trust Funds” that are designated to pay Social Security benefits are now expected to be depleted by the end of

Market Outlook – 4th Quarter 2021

August 25th, 2021 by Scott Spiering

There are currently several key factors in the markets that are giving us some pause. Due to these factors, we are taking a “wait & see” stance before we make

Retirement is a Dirty Word!

August 17th, 2021 by Jim Allen

As I write this, we are approaching another Labor Day which is the unofficial end of summer. The end of summer traditionally marks a return to school, a change in

Bitcoin, NFTs and Other “Hot” Investments – Is the Time Right?

August 3rd, 2021 by Jim Allen

In my 35 years as a financial planner, I have seen a multitude of so-called “can’t miss” investments come and go. I’ll get the call about my thoughts on a

Health Savings Accounts – The Tax Planning All-Star

July 23rd, 2021 by Jim Allen

When it comes to saving on taxes, the “Holy Grail” is a vehicle that is considered triple tax free. This means that:  (1) contributions would be tax deductible, (2) earnings