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Past Commentary & Articles

Article
August 8, 2023
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One of the keys to building a healthy and sustainable retirement savings plan is to take full advantage of an employer-sponsored retirement account. Here are several factors to consider when reviewing your retirement plan options.

Wise Women
August 1, 2023
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Ever wondered about your lifespan? It’s not a usual party topic, but for financial advisors, it’s a daily concern. Planning for life expectancy is vital in financial matters.

Article
August 1, 2023
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Altering a 40-year habit is challenging. Confidently flipping the switch from saving to spending to support the life you’ve earned requires regularly consulting your numbers so you can make educated and rational decisions.

Article
July 30, 2023
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Many of us worry about our aging parents, and with good reason. Unfortunately, seniors can be easy targets for financial scams. The good news is there are steps you can take to help protect your loved ones.

Article
July 27, 2023
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The Federal Open Market Committee concluded its July meeting and announced a 0.25% rate hike. This sets the target for the federal funds rate between 5.25% and 5.50%. The pause we witnessed in June was likely just a brief respite, and the end of it did not come as a surprise to many investors.

Article
July 27, 2023
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About two years ago, Charles Schwab acquired TD Ameritrade. “Conversion” day is on the horizon (Sept. 5, 2023) and we’re encouraging our clients to get ahead of the game. Are you ready?

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