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Healthier Lifestyle, Longer Life
Living longer into retirement is easier with these tips! It may still be too early to talk about life expectancy in a post-pandemic...
hillary745
Jul 13, 20233 min read
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How to Reach Financial Freedom: Habits to Get You There
According to the professionals at Investopedia, financial freedom—having enough savings, investments, and cash on hand to afford the...
hillary745
Jun 29, 20234 min read
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Your CD is Maturing Soon. What Should You do Next?
If you have a certificate of deposit (CD) that is maturing soon, it’s time to make a decision. Your CD has been collecting interest for...
hillary745
May 11, 20232 min read
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If you're worried you'll be bored during retirement, think again!
You’ve probably been thinking about retirement for years – about the trips you’ll take, the family visits you’ll enjoy, the hobbies...
hillary745
Apr 5, 20233 min read
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Weekly Market Commentary March 27, 2023
According to LPL Research, a lot has changed in the past few weeks, both in terms of expectations for interest rates and lost confidence...
hillary745
Mar 28, 20233 min read
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Eliminate the Guesswork
Creating an estate plan is a key component of achieving financial wellness. Most people don’t spend too much time thinking about...
hillary745
Feb 16, 20233 min read
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Mid Year Outlook - Our Economy
ECONOMY We believe the domestic economy will continue to grow this year, albeit slower than we expected six months ago. Other than the...
hillary745
Jul 20, 20223 min read
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MidYear Outlook, presented by LPL Research
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and...
hillary745
Jul 14, 20222 min read
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Keeping Calm in Times of Anxiety
It’s tempting to feel the need to make quick financial decisions, but these decisions may do more harm than good. As humans, we’re wired...
hillary745
Apr 19, 20222 min read
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Women seek retirement confidence after COVID setbacks
A crisis of confidence A 2021 Nationwide Retirement Institute® survey of employer-sponsored retirement plan participants and plan...
hillary745
Feb 23, 20222 min read
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Ways to Maximize Your 401(k)
A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features that can help you...
hillary745
Feb 9, 20222 min read
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Outlook 2022 - Staying in the Zone
We expect solid economic and earnings growth to help stocks deliver gains in 2022. The mid-cycle push Looking more closely, in a...
hillary745
Jan 2, 20221 min read
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Smart Investments Can Pay Off Down The Road
Looking to begin an investing journey? We offer tips to help guide your strategy. There are no shortage of tips for investing. In fact,...
hillary745
Oct 26, 20213 min read
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Risks You May Not See
Hidden threats to your wealth and lifestyle could be lurking. As wealthy households plan to sustain their assets, they must also consider...
hillary745
Oct 24, 20211 min read
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Making Sense of Living Wills and Trusts
AS YOU LOOK TO PROTECT YOUR ASSETS AND PASS THEM TO SUBSEQUENT GENERATIONS, ESTATE PLANNING TOOLS ARE ESSENTIAL. AND WHILE LIVING TRUSTS...
hillary745
Sep 16, 20213 min read
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Types of Investments: You have a variety of options when pursuing an investment portfolio.
FIRST-TIME INVESTORS OFTEN FIND THE PROCESS INTIMIDATING. AND LET’S BE HONEST: EVEN THOSE WITH AN EXTENSIVE PORTFOLIO MAY STILL NOT...
hillary745
Sep 8, 20213 min read
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529 Plans: The Big Questions Answered
For National College Savings Month coming in September, we discuss several burning issues about these popular college savings vehicles....
hillary745
Aug 25, 20213 min read
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S&P 500 Cuts Losses to Clinch Record Highs
According to data published by Investing.com on August 16th, the S&P 500 cut losses to hit all-time highs on Monday, shrugging off offset...
hillary745
Aug 19, 20212 min read
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Help Your Adult Children Take A Step Toward Financial Independence
Some of the biggest lessons your child may learn happen when they’re entering adulthood and getting ready to live independent lives. In a...
hillary745
Jul 22, 20212 min read
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Building Money Mindfulness
There are practical steps you can take to strengthen your financial health. Now is the perfect time to take steps to shore up your...
hillary745
Jul 1, 20213 min read
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