Articles, Market Commentary
& More

The loss of a loved one can be devastating, and there is no easy way through it. Everyone grieves and heals at their own pace, in their own way. Some will look inward for the strength to make it through, and some will reach out for support.

Last week, the IRS announced a variety of tax-related adjustments designed to offset the effects of inflation. These adjustments generally apply to the 2023 tax year, for returns that will be filed in 2024.

You may already have a will or estate plan in place to guide your heirs in distributing your money or possessions after you die. Does that plan also address how you would like your life to be honored?

Inflation continues to be a nuisance and remains the biggest worry among investors. Headline inflation is the highest in 40 years and the Fed has indicated they will do “whatever it takes” to bring inflation down. All this and more in this quarter’s edition of MarketWise!

Last week, the Social Security Administration (SSA) announced its 2023 cost of living adjustment, or COLA, would be 8.7%, the highest adjustment since 1981. The increase, which is based on the Consumer Price Index, affects around 70 million Americans, providing more than a $140 monthly increase for the average Social Security recipient.

Our patience with the stock market is being tested and we all have questions no one can answer. When will inflation come down? Has the stock market hit bottom yet? How much higher will interest rates go? Are we in a recession? We do, however, know from history that difficult periods set up good opportunities on the other side.

Today’s uncertain financial environment, combined with the limited availability of traditional retirement income sources, has placed a greater responsibility on investors to find ways to improve their chances of success.

One of the fundamental keys to a successful plan is to anticipate and plan for common roadblocks. What are some of the most common challenges you face and how might you overcome them?

There’s a reason we can only name a handful of legendary NFL kickers off the top of our heads – they’re rare. Not a lot of household names in the bunch. And that’s not a knock on the lot of them. It takes an incredible amount of natural talent and hard work to even make it to that level.

Cooler weather may have you thinking about moving to someplace warm, maybe even to a tropical paradise outside the U.S. You may also be thinking of downsizing or finding a home in a place with a lower cost of living to help you stretch your retirement dollars.

After years of full-time employment, it’s easy to get used to receiving a regular salary and benefits. As you prepare to retire, review these common traps so you can increase your chances of avoiding them.

The unfortunate truth about markets is things often get very ugly before they get pretty. But difficult periods can set up opportunities on the other side.