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Financial Planning Corner: The Power of Three
Read more: Financial Planning Corner: The Power of ThreeDuring their working years, many people focus only on what they are saving and how it impacts their tax situation in the moment. They are…
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Financial Planning Corner: Medicare Coverage Changes
Read more: Financial Planning Corner: Medicare Coverage ChangesThe annual enrollment period for those currently covered by Medicare begins October 15th and runs through December…
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Will the Elections Cause a Slowdown?
Read more: Will the Elections Cause a Slowdown?Not only is 2024 an election year in the U.S. but national elections are being held…
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Macroeconomic Update: Slowing, not Stalling
Read more: Macroeconomic Update: Slowing, not StallingPersistent strength has been the hallmark of the economy over the past 12 months. Despite the…
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Markets – 2nd Quarter, 2024
Read more: Markets – 2nd Quarter, 2024Large-cap growth stocks had a strong second quarter, pushing the S&P 500 to new highs. The…
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Financial Planning Corner: What Can You Do About Your Insurance?
Read more: 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…
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What’s the Rush?
Read more: What’s the Rush?Wall Street and the American consumer are eagerly awaiting rate cuts, especially those looking to buy…
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Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…
Read more: 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…
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Markets – 1st Quarter, 2024
Read more: Markets – 1st Quarter, 2024Equity markets had a strong first quarter, with the S&P 500 reaching fresh highs. Bonds have…
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Financial Planning Corner: What is Going on with Social Security?
Read more: 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…