News & Insights

The inverted casino: What looking at a historical chart of the stock market can tell investors

Sometimes it’s helpful to take a step back and look at the big picture, and that is probably more true with investing than with many other aspects of our lives. The “little” picture is what happened yesterday, or last week, or the first or second quarters of the year. The big picture is something quite […]

Social Security benefits are projected to increase by 10.5% in 2023

We never know for sure until the announcement by the Social Security Administration each October, but it looks like people receiving benefits will get a big raise in 2023. Experts are predicting a 10.5% cost-of-living adjustment (COLA). This is based on recent changes in the Consumer Price Index. What would a Social Security benefits increase […]

Financial planning for attorneys: Are you protecting and growing your money the right way?

Financial planning can be beneficial for everyone, including attorneys. If you are an attorney, there are some unique strategies that you can use to maximize your investment portfolio. Whether you’re retiring soon or you’ve just started your career as an attorney, you should work with a reputable financial planning firm. If you’re looking to protect […]

What is a reverse mortgage line of credit (and should you get one)?

A reverse mortgage is a type of mortgage that involves a lender making payments to a buyer instead of the traditional mortgage where a buyer makes payments to a lender. The debt owed to the lender increases with time while your equity decreases as it goes to the lender. The payments made to buyers are […]

Four Ways Doctors Can Save on Taxes

How to find financial independence after a divorce

If you’ve recently gone through a divorce, you know how painful it can be in a range of different ways. Even though you may be experiencing emotional turmoil, that doesn’t mean your finances have to suffer too. You should consider these tips as well as the counsel of a CERTIFIED FINANCIAL PLANNER™ professional to help […]

1 2 3 31