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Thursday, March 18, 2021

One year into the global pandemic, President Biden has signed into action a new $1.9 trillion stimulus package known as the American Rescue Plan Act. It’s designed to help the American people continue to recover from the...

Tuesday, March 16, 2021

In December, the SECURE Act or Setting Every Community Up for Retirement Enhancement Act, was signed into law. This bill brings about some of the biggest changes in short-term retirement policy history and is aimed at strengthening...

Wednesday, March 10, 2021

Estate Management Checklist Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents...

Friday, February 26, 2021

Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading.The Dow Jones Industrial Average gained 0.11% for the week. But...

Monday, February 22, 2021

Clients and friends ask all the time where they should put their money. That’s a great question, and it would be even better if there were a one-size-fits-all answer. Unfortunately, though, market performance is fickle. The same...

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Thursday, February 11, 2021

Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.For...

Wednesday, February 3, 2021

Tax time is upon us and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to help with that...

Tuesday, January 26, 2021

Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way.The Dow Jones Industrial Average gained 0.59%, while the Standard &...

Thursday, January 7, 2021

If you are anticipating an annual bonus this year, it’s wise to come up with a thoughtful plan for the extra cash before it comes so you can get the most benefit from it. If you need more time to consider your options, deposit...

Wednesday, December 16, 2020

Favorable data on vaccine efforts continued to stream in over the past several weeks. Both Pfizer and Moderna expect their vaccine distribution to begin in the U.S. and the U.K. within the next 30 days, contingent on FDA approval...

Wednesday, December 9, 2020

Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package.The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq Composite index...

Monday, November 30, 2020

Though final counts continue, media outlets have declared Joe Biden the president-elect of the United States. President Trump, however, has stated his intention to contest election results. Pending a runoff election in Georgia,...

Thursday, October 29, 2020

Estate planning can be one of the most misunderstood aspects of financial planning, however, it’s a vital part to ensure your assets and family are protected. Unfortunately, common myths convince many they don’t need to...

Friday, October 2, 2020

Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases.The Dow Jones Industrial Average declined 1.75%,...

Thursday, October 1, 2020

Our newsletter this month discusses a few misconceptions about social security while sharing some truth, covers a handful of really good reasons to start investing, how women can prepare for retirement, and bridging the confidence gap...

Tuesday, September 29, 2020

Navigating the death of a close family member can be difficult to endure. When a loved one is lost, the first thoughts likely won’t be about what to do with their IRA. But for beneficiaries, it is important to make wise...

Thursday, September 24, 2020

As the struggle to control COVID-19 drags on, many of us experience periodic fatigue from distancing, negative headlines and future uncertainties. Staying disciplined when weary is difficult but crucial to short-term financial...

Thursday, September 10, 2020

Our newsletter this month features an overview on when to talk to your financial professional about changes in your situation, if your retiree health care coverage goes with you overseas, includes a pre-retirement checklist to...

Thursday, September 3, 2020

Hopefully, you and your family have found ways to enjoy the summer, despite the ongoing pandemic. As the calendar turns to September, we’re looking forward to the cooler days! The way the last few months have been can make your...

Tuesday, September 1, 2020

For so many reasons, going through a divorce is not easy. The challenges associated with ending a marriage are many, ranging from the legal to the practical to the emotional. As with any complex situation, understanding the steps that...

Saturday, August 29, 2020

At some point in life, you’ll be in the market to buy something that costs big bucks. No matter the purchase, sometimes the decision can be hard to make. Here are three things you should ask yourself before you spend your...

Friday, August 21, 2020

We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, a well-known name in the...

Tuesday, August 11, 2020

2020 may be a year that none of us ever forgets, for many reasons. But here’s one positive: Roth IRAs can be particularly beneficial for financial planning in the current tax and economic environment. A major incentive for...

Thursday, August 6, 2020

Hopefully you’ve been able to enjoy the summer finding new ways of relaxation and fun even with the ongoing pandemic. The weather is still warm, but pumpkins have already made their way into the stores, which means Fall and the...

Tuesday, August 4, 2020

Our newsletter this month features a quick video on suggestions to make the most of your investments, activities to keep our brains sharp, a guided retirement route for women, and the impact of your mindset on your portfolio. Hope you...

Friday, July 31, 2020

We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, a well-known name in the...

Thursday, July 23, 2020

July usually goes hand in hand with warm weather, fun in the sun and most of all…summer vacations. With the pandemic still a regular part of our lives, many of our favorite summertime traditions are on hold. While the majority...

Tuesday, July 21, 2020

There are many different strategies that can be used to take full advantage of investing opportunities and help you reach your financial goals; one such strategy is called Dollar Cost Averaging (DCA). Dollar Cost Averaging is...

Wednesday, May 6, 2020

If you feel like your small business is taking the brunt of the financial hit during this COVID-19 pandemic, you’re not alone. While the CARES Act stimulus bill designated $350 million dollars to support the small business...

Monday, April 16, 2018

TIP: Average Benefit. In 2016, the average monthly Social Security benefit for a retired worker was about $1,360.Source: Social Security Administration, 2017Most children stop being “and-a-half” somewhere around age 12....