News & Insights
Financial insights for your life and lifestyle. Tax time and those red flags and what does a presidential election mean to investors?
You have been married for 30 years, your kids have flown the nest, and retirement is on the horizon. Life is unfolding as planned until, unexpectedly, divorce papers land on your table. In your late fifties, you find yourself wondering, “Now what?”
Financial insights for your life and lifestyle. Tax season is back and the recession that never was.
What is the “Sandwich Generation?” The Merriam-Webster Dictionary defines it as “a generation of people who are caring for their aging parents while supporting their own children.”
Financial Insights – January 15, 2024
GOVERNMENT SHUTDOWN – YES OR NO? In just four short days (January 19th), the first of two potential partial shutdowns could occur unless Congress comes to an agreement and the President signs a bill. As you may recall, former Speaker McCarthy along with Democrats passed a continuing resolution to avoid a shutdown in late summer.
Financial Insights – January 2, 2024
WOW! WHAT A DIFFERENCE A YEAR MAKES This time last year almost everyone was sure that the interest rate increases would lead to a recession. While we didn’t rule out the possibility of a minor recession, we believed the recession had a greater chance of occurring in 2024. Now, the experts are discounting the possibility of a recession in 2024. We think the possibility of a recession is not as eminent in 2024, but a brief and mild recession cannot be ruled out.
Financial Insights – December 15, 2023
The National Debt and All That Interest
The Gift of Financial Literacy at Any Age
The holiday season is a time for comfort, joy, and celebration. As we gather with family and friends, it's also the perfect time to have meaningful conversations with the ones we love. In a world driven by economic complexities, the importance of financial literacy cannot be overstated.
Financial Insights – November 30, 2023
Interest rate increases almost done.