-
How Education Planning Fits into Your Financial Plan
Every year, May 29th brings renewed attention to 529 plans. They are powerful, tax-advantaged tools for saving for your child or grandchild’s education, offering tax-free growth and withdrawals when used…
-
Financial Planning Corner: What Can You Do About Your Insurance?
Inflation over the last few years has had a significant impact on those whose income has not risen in unison.…
-
What’s the Rush?
Wall Street and the American consumer are eagerly awaiting rate cuts, especially those looking to buy or sell a home.…
-
Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…
According to The Federal Reserve (Fed), when implementing Monetary Policy, they have a ’dual mandate’ of low, stable inflation and…
-
Markets – 1st Quarter, 2024
Equity markets had a strong first quarter, with the S&P 500 reaching fresh highs. Bonds have lagged as anticipation of…
-
Financial Planning Corner: What is Going on with Social Security?
Five years ago, I wrote a piece addressing concerns about the long-term viability of Social Security (SWM 3rd Quarter 2019…
-
Markets – 4th Quarter, 2023
The year started quickly, with the S&P 500 up 6% in January, and by mid-year, it was up 16%. After…