Author: chris

Common Retirement Investment Mistakes

Description There are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments. Body Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.⁠11 While the number is […]

MONEY MANTRAS

Money Mantras Market swings causing you some anxiety? These four money mantras can help you overcome it. Whether it’s the continuing presence of the COVID-19 pandemic, a sudden boost in prices related to gas, food, housing and other essentials, supply chain hiccups, an uncertain labor market (or any number of other things), the stock market […]

THRIVING THROUGH MARKET VOLATILITY

What to keep in mind Market volatility is an inevitable part of investing. If we never had market sell-offs, we wouldn’t have as much opportunity to see returns. Markets trend upward. While the past can’t tell us what the future holds, the past 30 years have had upward- moving markets despite recessions. It makes sense […]

SURVIVING MARKET VOLATILITY DURING COVID-19

During this time, it may be somewhat comforting to remember that you are not alone. Everyone is wondering what the immediate future holds for the impact of the COVID-19 virus. Everyone else has the same fears and anxiety that you are feeling right now. When it comes to investing in your retirement plan, all you […]

OUTLOOK 2022

Our resurgent economy grew at over a 6% pace in the first half of 2021 and is on track for over 5% growth for the year by the time 2021 draws to a close. During the early recovery, we had a hand up from stimulus and policy that saw us through a period of unique […]

Higher Learning

During these uncertain times, 529 plans may make more sense than ever For many people, a 529 savings plan offers an opportunity to achieve an important life goal and improve overall financial health. As college and university administrators determine how higher education will look in the future (classes on campus, remote learning or a mix […]

MAKING A VACATION EASIER ON YOUR WALLET

Saving money when planning a trip—the dos, the don’ts. Imagine coming home refreshed from a wonderful vacation, made even more satisfying because you saved 20%-30% on its cost. That can happen. With a little planning, a trip can become notably cheaper. When you travel can make a difference. Book a trip during the off-season or […]

PHISHING: PROTECTING AGAINST ONLINE ATTACKS

Identity theft compromises the personal data of millions of Americans every year. There are steps you can take to minimize your online risk and protect your sensitive data from cyber-attacks. Identity theft is a growing concern that impacts millions of Americans every year. According to a recent study,1⁠1 more than 14 million Americans fell victim […]

Does It Makes Sense to Move or Remodel

The housing market is surprisingly strong right now. If your family needs more space, your options include remodeling your current home, building a new one, or buying one already on the market. Each alternative has its pros and cons. If you already own your home or have significantly paid down your mortgage, your first instinct […]

Beyond Retirement: Consider Your Other Goals

When it comes to financial stability, people tend to focus on paying off debt and saving for retirement. In reality, many other financial goals beckon to individuals during their lifetime. Because of this, it’s important to look beyond retirement when setting targets, no matter how old you are. Identify Future Objectives While it is never […]