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Friday, April 5, 2024

Fewer things are more reliable than Tax Day, even if the deadline has shifted around a bit in recent years. This year, it’s April 15th for most taxpayers, and recent legislation changes include substantial increases to...

Wednesday, March 6, 2024

When a family member has special needs, it can be due to a variety of circumstances. Sometimes the situation happens suddenly, and we’re rarely prepared… A birth complication. An accident. A chronic illness diagnosis. With...

Tuesday, February 13, 2024

Did you know you can hire your children to work for you? And contribute to a Roth IRA on their behalf? You can hire your children to work for you in your S-Corp. Children either under the age of 18 or over the age of 18, it doesn't...

Tuesday, February 6, 2024

The pandemic has changed the way a lot of Americans work. Working remotely from home is the new normal for many. If you’re one of them, you may have wondered if you should consider claiming the home office deduction on your...

Friday, February 2, 2024

Who's excited for tax season? I know I am!  Tax season often brings about a flurry of paperwork, calculations, and deadlines. For many, it's a time of stress and confusion as they grapple with the complexities of the tax code....

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Tuesday, January 9, 2024

Navigating the turbulent waters of divorce demands a blend of emotional resilience and strategic planning. In the midst of the whirlwind of emotions, addressing financial intricacies beforehand can be your stabilizing force. It’s...

Friday, December 22, 2023

Time's Person of the Year, Taylor Swift, is shaking off economic downturns and hitting high notes not just on stage but in the U.S. economy, too. The pop sensation's impressive impact extends beyond her record-breaking music, reaching...

Thursday, November 9, 2023

As more and more people become dependent on technology, the chance of your finances being attacked through cyberspace is increasing tremendously. And one of the most common and devastating ways this happens is through identity theft...

Thursday, November 2, 2023

With the surge of online services and increased smartphone and tablet usage, password security is critical. The use of passwords remains the primary authentication protocol for online accounts, so keeping your passwords secure is...

Thursday, October 26, 2023

Some of the most widespread cyber-attacks that compromise your personal and financial information are done through phishing. Phishing is when someone reaches out to you using deceptive emails and websites in an attempt to gather...

Thursday, October 19, 2023

Today’s technology makes our lives pretty convenient: just a few clicks to watch your favorite TV show, order takeout, shop, or catch up with friends on social media. But for all the convenience, there are challenges, too....

Friday, October 13, 2023

There’s no denying we live in a world where tragic headlines seem to occur daily. From floods, earthquakes, and devastating wildfires to inflation, political discord, and world hunger, the bad news can be hard to stomach some...

Thursday, October 12, 2023

The internet makes it possible for many of us to work from home, shop, attend religious services, and stay connected with family and friends. Unfortunately, those conveniences come with risk, and cybercriminals are upping their game....

Thursday, June 29, 2023

While looking ahead to a leisurely retirement is natural, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four unforeseen...

Thursday, June 22, 2023

The GI Bill, signed on June 22, 1944, provided education, training, low-cost mortgages and low-interest loans to veterans returning from WWII. This blog post explores the impact of the GI Bill on society, the middle class and the overall qu

Wednesday, June 21, 2023

Panic selling is not an investment strategy. Repeat: panic selling is not an investment strategy.Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments. And if they...

Friday, June 2, 2023

June is LGBTQ Pride Month; it’s four weeks dedicated to commemorating and celebrating lesbian, gay, bisexual, and transgender people. Pride Month began after the New York City Stonewall Riots in June 1969. Police raided the Stonewall Inn...

Thursday, May 25, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...

Wednesday, May 24, 2023

We strive to keep you regularly updated with important market changes and news.Please find the Market Analysis from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This update provides an overview of...

Thursday, May 18, 2023

As a business owner offering a retirement savings plan to your employees, it’s important to go over your plan every year to make sure it’s still meeting your needs. Here are some things we typically should review:Match...

Thursday, May 11, 2023

Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...

Friday, May 5, 2023

Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while the Standard &...

Monday, May 1, 2023

Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while the Standard &...

Friday, April 28, 2023

Fun fact: You probably have dozens of credit scores out there, and each one might be a different number.You’re probably familiar with a credit score, why it’s essential, and what it’s used for, but do you know how...

Tuesday, April 25, 2023

Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and lingering recession fears, closing out the five trading days with small losses.The Dow Jones Industrial Average slipped 0.23%, while the Standard &...

Monday, April 17, 2023

Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with...

Monday, April 17, 2023

Discussing personal finances is important for any couple preparing for marriage. However, this topic can be more complicated for those who remarry later in life.If you’re remarrying later in life, one of your goals should be to...

Friday, April 14, 2023

As one year ends and another begins, you naturally think about the state of your business – what is working well, and what could improve in the future. When was the last time you thought about the state of your company’s...

Wednesday, April 12, 2023

As we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from having to make medical and financial decisions to determining assisted...

Monday, April 10, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data.The Dow Jones Industrial Average gained 0.63%, while the Standard & Poor’s 500 slipped 0.10%. The Nasdaq...

Tuesday, March 28, 2023

Despite ongoing banking turmoil and a sour response to the week’s Fed meeting, the major U.S. averages all finished the week up more than 1% with the NASDAQ leading the way, registering a 1.68% gain.

Friday, March 24, 2023

It’s hard to ignore current news about persistent market volatility, and we’re guessing this has resulted in some anxiety about what (if anything) you should be doing. We're here to help you stay the course.

Wednesday, March 22, 2023

Investing in the capital markets gives us a fighting chance to enjoy a comfortable life and a dignified retirement. But, we must undertake risk to meet our financial needs, yet we are psychologically ill-equipped to do so.

Tuesday, March 21, 2023

The SECURE 2.0 Act of 2022 builds on the original SECURE Act legislation, with some of the retirement savings enhancements taking effect this year. Many will be phased in over the next few years. Check out this summary from Putnam...

Monday, March 20, 2023

Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only 28 percent of parents speak to their...

Friday, March 17, 2023

About the U.S. Banking SystemWith recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, we want to summarize the latest information on this evolving event. We assure you we are monitoring...

Tuesday, March 14, 2023

Silicon Valley Bank (SVB) - UpdatePhilip Blancato, Chief Market Strategist, Advisor GroupMarch 2023OverviewSilicon Valley Bank (SVB), a significant financial lender servicing venture capital firms and tech companies was shut down by...

Tuesday, March 14, 2023

We strive to keep you regularly updated with important market changes and news.Please find the Silicon Valley Bank (SVB) - Update from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This update provides...

Monday, March 6, 2023

Transitioning from Private Health Insurance Plans to MedicareAs you approach retirement age, you may be anticipating transitioning from your private insurance to Medicare, which is a federal health insurance program that provides...

Wednesday, February 15, 2023

According to the Investment Company Institute, near the end of 2022, there was more than $4.7 trillion in cash sitting in U.S. money market funds.1,2While cash can play a role in a diversified portfolio, historically, cash has not kept...

Wednesday, February 8, 2023

By 2040, the U.S. Census Bureau estimates that 80 million people in the U.S. will be age 65 or older.1 Most of these senior adults will either want to—or need to—"age in place," living in their homes securely, independently...