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It's an exciting era for financial services. We're in the age of digital transformation and continue to apply a research-based approach to wealth management. At Riggle Wealth Group, our goal is to help you grow, protect, and leave a legacy of wealth. Stay informed with articles written by our financial advisors for you and your family. Have a topic in mind? Email us at info@rigglewealth.com

Tuesday, April 2, 2024

Wall Street keeps asking, “When will the Fed start cutting interest rates?” But perhaps the better question is, “What is the Fed looking for before it would consider cutting interest rates?” As you may recall,...

Tuesday, March 26, 2024

Turning 50 is a milestone for many reasons. You’re likely in your peak earning years and no longer have kids at home. You’re paying down debt, and your wealth is higher than it was a decade earlier. Changing circumstances...

Thursday, March 14, 2024

What do you want to do with your money? Provide for your family, fund your lifestyle, support causes that are important to you, build your legacy: the options are limitless. Whatever your plans, your next step must be to protect what...

Tuesday, March 12, 2024

The new year is a great time to reassess saving and spending habits and establish new goals. Developing a budget can help you succeed. You may already have one, but are you taking full advantage of it? Chances are it may need a little...

Tuesday, March 5, 2024

Discover the key considerations in choosing Medicare coverage, including costs, coverage rules, doctor choices, and travel coverage, among others. Plus, learn how to protect yourself from the Medicare COVID Test Scam, which involves...

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Thursday, February 29, 2024

Scary movies might be fun to some, but there’s nothing fun about a dark financial future. If your fear of finances is holding you back and you’re worried about braving the unknown, review this list of financial...

Tuesday, February 20, 2024

The time following Valentine's Day has always served as a reminder that Spring is on the way. The days are getting longer, the birds and the bees are doing their thing, and people everywhere are thinking about future travel and...

Thursday, February 15, 2024

I can't remember the last time there was such a wide divergence in the outlook for short-term interest rates. But, some confusion is to be expected when the Federal Reserve primes the markets for lower rates but provides few details....

Thursday, February 8, 2024

As the much-anticipated Super Bowl LVIII draws nearer, I thought sharing some fascinating details about the big event that will have us all on the edge of our seats would be interesting. Let's huddle up and review the stats that make...

Tuesday, February 6, 2024

In celebration of the achievements of Black Americans and their integral role in our nation’s history, here are eight Black wealth builders we believe should be remembered. These individuals deserve recognition for their...

Tuesday, January 30, 2024

There’s good news for the growing number of Americans approaching retirement age who are ready to scale back, but aren’t ready to completely stop working: Work-from-home jobs give you more options than ever before, whether...

Tuesday, January 23, 2024

Fed Chair Powell finally made his much-anticipated “pivot” at the close of the Fed’s two-day December meeting, saying he sees short-term rates heading lower next year. Perhaps much lower. Surprised but excited, the...

Thursday, January 18, 2024

Whether you choose to pursue a degree, audit a class, or learn a new skill or craft in retirement, the benefits of ongoing education are numerous. In fact, a growing number of studies indicate that people who further their education,...

Tuesday, January 9, 2024

The importance of having a savings plan can’t be stressed enough. Women have an even greater need than men to begin saving as much as they can early in their careers, since they have a longer lifespan than men1 and typically...

Thursday, January 4, 2024

It’s so important to protect yourself and your family from identity theft before, during, and after your trip. Here are some pointers for keeping your personal information safe from fraudulent activity: Book with credible...

Thursday, December 28, 2023

What can we plan together? Thinking of changing jobs or already making the transition? Even under the best circumstances, making a career move requires a series of tough decisions, including what to do with the money in your...

Tuesday, December 19, 2023

Your wealth has allowed you to enjoy a fulfilling lifestyle. It’s also given you the opportunity to help other people, organizations, and the causes you support. Your generosity will be a key component of your legacy. I want to...

Thursday, December 14, 2023

Time's Person of the Year, Taylor Swift, is shaking off economic downturns and hitting high notes not just on stage but in the U.S. economy, too. The pop sensation's impressive impact extends beyond her record-breaking music, reaching...

Tuesday, December 5, 2023

Anyone with an interest in financial happenings may have noticed more than a few mentions of “gold" in the news. Sure, some view it as a key asset to hold during periods of market volatility, but that doesn't quite explain the...

Monday, November 27, 2023

Open enrollment is coming up soon, and it's important to know about all your insurance plan options before deciding which one is right for you. Two options you could have are a Health Savings Account plan (HSA) and a Preferred...

Monday, November 20, 2023

For many women like you, being financially secure is an important goal, whether you’re married, single, working, or staying home with children. This financial independence can give you a certain level of empowerment and...

Tuesday, November 14, 2023

As a good steward of your money, you understand the importance of paying off credit card debt, but you also know you need to save aggressively for retirement. However, determining which should be your first priority can be perplexing....

Thursday, November 9, 2023

What can we plan together? Helping you navigate the complexities of the tax code and keep more of the money you’ve earned is incredibly rewarding, and it’s a pleasure to have you as a client. But there may be more we can...

Friday, November 3, 2023

Are you looking for more ways to make more money but are already spending 40 hours a week at your regular job? Residual income could be the answer you're looking for! We're going to let you in on four ways...

Tuesday, October 31, 2023

Scary movies might be fun to some, but there’s nothing fun about a dark financial future. If your fear of finances is holding you back and you’re worried about braving the unknown, review this list of financial...

Wednesday, October 18, 2023

At some point in their lives, most people will need some long-term care whether that's at an assisted living community or at-home medical care. When preparing for this future, it can be hard to know where to start. And preparing for...

Friday, October 13, 2023

The Fed’s ongoing pledge of “higher interest rates for longer” has rattled financial markets and raised the cost of everything from mortgages to credit cards. Now adding to tensions are the recent events in the...

Tuesday, October 3, 2023

Equities slumped in September, with all three major U.S. equity indices posting their first quarterly losses for the year. Weakness from the July highs were primarily tied to Wall Street coming to grips with the Federal Reserve’s...

Friday, September 29, 2023

A health savings account (HSA) is more than a way to pay for certain medical costs. It can be a tax-free vehicle for boosting your income for a financially rewarding retirement. Learn more about saving for medical expenses, and beyond...

Wednesday, September 20, 2023

If you're a fan of Warren Buffett, you'll recognize this quote: "Be fearful when others are greedy and greedy when others are fearful." In recent weeks, the investing outlook has become a bit murky, which has led some people to let...

Thursday, September 14, 2023

It’s time for your life insurance checkup. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage. If you don’t have any life insurance, you’re not alone. Life...

Monday, September 4, 2023

As we approach the back-to-school season, I wanted to discuss an important topic that might be on your mind: the cost of education. Whether you have children or grandchildren preparing for college or considering furthering your...

Monday, August 28, 2023

Being financially healthy looks different for everyone and every life stage. But what almost everyone can agree on are the benefits of creating positive habits to improve the health of...

Thursday, August 24, 2023

Divorce could affect more than you expect. No matter how you look at it, divorce is a difficult and turbulent time. Ending a marriage can strain relationships, emotions, friendships and finances. It also involves some tough decisions...

Thursday, August 17, 2023

Just as it’s important to prepare for what happens if you pass away, you should consider the Social Security benefits that may be available if you are the survivor — the spouse, child or parent — of a worker who dies...

Thursday, August 10, 2023

Transitioning into retirement can be both exciting and challenging. After years of hard work, you finally have the opportunity to relax and enjoy what are often called your “golden years...

Monday, July 31, 2023

Are you looking for more ways to make more money but are already spending 40 hours a week at your regular job? Residual income could be the answer you're looking for! We're going to let you in on four ways you...

Tuesday, July 25, 2023

If you just started a new job or are preparing for life changes, it’s important to check in on your employee benefits. But what do “employee benefits” include? There are three overarching...

Thursday, July 20, 2023

Did you know an estimated 70% of wealth passed down doesn’t make it past the second generation? Up to 90% disappears by the third generation.1 This is why proper financial education, and an established estate plan are important....

Monday, July 10, 2023

In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession. But it’s July now, and...

Wednesday, June 28, 2023

Have you considered downsizing? Although it’s common for people to think that “bigger is better,” it can be worthwhile to consider the pros and cons of downsizing and whether a smaller home can serve you, your...

Thursday, June 22, 2023

You already know that naming beneficiaries for your retirement accounts, life insurance policies and other assets is a critical component of estate planning. We want to call out a few common gaps we see in this process so you can avoid...

Thursday, June 15, 2023

Did you know the Tax Cuts and Jobs Act is scheduled to sunset in 2026? Here’s what’s at stake if the act is allowed to expire: for wealthy families, the $25.84 million federal estate tax exemption (as of 2023 for a married...

Tuesday, June 6, 2023

The U.S. Department of Education has officially announced that student loan payments will resume in October, ending the three-year-long pause that was implemented due to the pandemic. Starting September 1, interest will begin accruing...

Thursday, June 1, 2023

Financial markets can be challenging to understand. And when markets enter a “bad news is good news” cycle, it becomes even more challenging to follow along. Stock prices rallied at the end of April after the Commerce...

Thursday, May 25, 2023

Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now.Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be...

Tuesday, May 16, 2023

Are the stocks you’re interested in buying more than you want to pay? You do have the option to buy a portion of a stock, rather than the whole thing. Fractional shares are “pieces” of a single stock. These are also...

Thursday, May 11, 2023

May is Asian American and Pacific Islander Heritage Month. America owes much to Asian American and Pacific Islander citizens. This year, we would like to recognize the leaders, artists, scientists, and athletes of Asian American and...

Tuesday, May 2, 2023

As you’re nearing retirement, it’s important that you use all the resources at your disposal to get ready for your golden years. Deferred compensation may be a tool that you can use to help. Deferred compensation lets you...

Tuesday, April 25, 2023

The first step to take when building wealth is determining your net worth. Net worth is the total of your assets minus your liabilities. In other words, the value of everything you own, minus what you owe creditors.

Thursday, April 20, 2023

We all know there are various tactics for building long-term wealth. Paying off your mortgage early may be an option for some. However, focusing on investing money or paying off other debts first could be more beneficial than early...

Monday, April 10, 2023

Tax season is in full swing. Did you know that a Roth IRA can help minimize your taxes in retirement? These are the Roth IRA’s secret tax benefits that everyone should know...

Monday, April 3, 2023

At one time, retirement accounts were straightforward. These days, there are many retirement account options, leading to confusion and questions. Let’s review some key differences between sponsored retirement accounts and...

Monday, March 27, 2023

March is Women's History Month, a time to recognize the remarkable contributions of women throughout history. This year's theme is "Celebrating Women Who Tell Our Stories," We're honored to share a few examples of women who continue to...

Tuesday, March 21, 2023

Many investors may be tempted to react in the wake of both the Silicon Valley Bank and Signature Bank's financial troubles. After all, the unprecedented events of last week would test the mettle of even the most seasoned investor. The...

Friday, March 17, 2023

For the Federal Reserve, credibility is everything. And its credibility is being tested by how it plans to manage the banking system in the days leading up to its March 21-22 meeting. Last month, Fed Chair Powell confidently told Wall...

Tuesday, March 7, 2023

As of 2022, the average cost of tuition and fees for an in-state public college or university was almost $24,000 per year. And for private colleges and universities, that number is even higher. Let’s explore some basic...

Thursday, March 2, 2023

Have you worked for a company offering stock at a discount? Or do you know anyone who does? These can be solid assets to hold in your portfolio, but they’re not without some degree of complexity. We’ll give you the short...

Monday, February 27, 2023

Scammers are constantly adapting their strategies to get access to your personal or financial information. As scam tactics become more detailed and frequent, it’s important to know how to spot these attacks. Here are some...

Tuesday, February 21, 2023

In celebration of the achievements of Black Americans and their integral role in our nation’s history, here are eight Black wealth builders we believe should be remembered. These individuals deserve recognition for their...

Thursday, February 16, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it's a follow-up to...

Tuesday, February 7, 2023

While many life events provide us with adequate time to prepare, such as marriage, the birth of a child, or retirement, others—like accidents, injuries, or the death of a loved one—can happen without notice or a chance to...

Monday, January 30, 2023

January 30 to February 3, 2023, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder. Here are a few...

Friday, January 27, 2023

There’s good news for the growing number of Americans approaching retirement age who are ready to scale back, but aren’t ready to completely stop working: Work-from-home jobs give you more options than ever before, whether...

Friday, January 20, 2023

Most people would argue that your 40s are one of the best times in your life. You’ve hit your stride—from your personal life to your career—and have learned how to juggle boardroom meetings and soccer practice. From a...

Wednesday, January 11, 2023

Many people notice the effects of inflation on their grocery bill or at the gas station when a full tank costs more than they remember. But inflation affects other areas of your finances, including your long-term financial goals like...

Friday, January 6, 2023

Nice and cozy can turn to cabin fever in a hurry. We’ve been there and recommend these activities when it’s time to break up that winter monotony. Visit a Museum. Museums are at their busiest during the spring and summer, so...

Thursday, December 29, 2022

What Are Your Retirement Plan Contribution Limits in 2023? Maximum annual contribution amounts for qualified retirement plans including 401(k)s, 403(b)s, IRAs, SIMPLE IRAs and SEP-IRAs are indexed to inflation,...

Wednesday, December 21, 2022

We have all heard bad financial advice at some point in our lives. These misconceptions seem small but end up doing more harm than good. Here are a few of the most common misconceptions we’ve heard repeated by clients...

Friday, December 16, 2022

It appears that America’s corporate leaders are preparing for the worst while hoping for the best. Almost half of S&P 500 CEOs in second-quarter conference calls pointed to “recession” as a potential headwind in 2023....

Monday, December 5, 2022

Difficult situations—like losing a partner, getting laid off, or having to close a business—are impossible to completely prepare for. Having a sound financial strategy can help you weather the storm and safeguard your...

Tuesday, November 29, 2022

By nature, emergencies are unpredictable. That’s why it’s so important for your emergency savings to be readily accessible when you need fast access to cash. Yet, many people “lock up” cash and short-term...

Monday, November 21, 2022

The Internal Revenue Service has released new retirement contribution limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.

Thursday, November 17, 2022

Reviewing your Medicare coverage is an important part of your financial and insurance strategy. If you have any questions or need help navigating this process, we're happy to help.

Thursday, November 10, 2022

Riggle Wealth Group named Small Business of the Year by the Hanover Chamber of Commerce. This recognition, coupled with our 15-year anniversary as chamber members, is an honor only made possible because of your trust.

Wednesday, November 2, 2022

As you continue working to build your wealth and pursue your financial goals, sometimes it can help to boost your income and work to increase what you make each month. Of course, there are the more traditional routes of asking for a...

Friday, October 28, 2022

Believe me, everyone on Wall Street wants inflation to go away, or at least shrink back to below 2%, a level we enjoyed not so long ago. But Tuesday's Consumer Price Index report showed it might be some time before we see 2% again....

Thursday, October 27, 2022

Recently, Riggle Wealth Group lost one of our dear colleagues, Dianne Jacoby. During the month of October, we'll be dedicating each of our weekly blog posts to Dianne and the topics and interests Dianne shared with us. Spending time...

Wednesday, October 19, 2022

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know. Pell vs. non-Pell: Loan...

Wednesday, October 19, 2022

Recently, Riggle Wealth Group lost one of our dear colleagues, Dianne Jacoby. During the month of October, we'll be dedicating each of our weekly blog posts to Dianne and the topics and interests Dianne shared with us. Dianne and I...

Wednesday, October 12, 2022

Why to Check Your Withholding? The IRS doesn't require you to file a return unless you owe money. However, it does allow you to deduct certain taxes from your income, such as state and local sales taxes, property taxes, mortgage interest...

Tuesday, October 11, 2022

Recently, Riggle Wealth Group lost one of our dear colleagues, Dianne Jacoby. During the month of October, we'll be dedicating each of our weekly blog posts to Dianne and the topics and interests Dianne shared with us. Travel was a...

Friday, October 7, 2022

As a new parent, you have so much to think about in addition to having experiences you haven’t had before. It can be very overwhelming. You may have considered the cost of having a child and the increase in your regular expenses...

Tuesday, September 27, 2022

What’s the secret to building and maintaining wealth? A comprehensive tax strategy to ensure you hold onto the wealth you have built throughout your lifetime. Tax laws can be notoriously complicated and hard to navigate,...

Thursday, September 22, 2022

Life doesn’t stand still. Neither do your life insurance needs. How much do you know about insurance? Take our quiz and find out!If you have a quote or policy and haven’t reviewed it lately, you may be surprised to discover...

Thursday, September 15, 2022

September is National Life Insurance Awareness Month, so it’s a great time to review your coverage. If you don’t have any life insurance, you’re not alone. Life...

Tuesday, September 6, 2022

Schools across the nation are getting back to business. For students, it’s a return to education after vacations, summer jobs, and other activities. For parents, grandparents, and guardians, “back to school” often...

Wednesday, August 31, 2022

With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be...

Tuesday, August 23, 2022

Plan sponsors often wonder how to nudge their employees to save more in their 401(k)s. Inadequate contributions can lead to problems later, if employees don’t consider their long-term retirement plans.One simple and promising...

Thursday, August 18, 2022

How much would your car sell for in the open market? Is your property gaining or losing value? The answer to these questions stems from a concept known as fair market value...

Tuesday, August 9, 2022

If you’re trying to get an inside edge on Wall Street, you’re probably paying attention to an array of stats and measurements. But there’s one indicator you might be overlooking. I’m talking about the...

Thursday, August 4, 2022

You may have college debt, a mortgage and possibly a few credit cards dragging you down. If you're in need of a way to manage this debt, consider debt consolidation. Consolidating your debt can help...

Tuesday, July 26, 2022

How Compound Interest Can Help You Save? Compound interest is a powerful tool that can help you save money through savings and investment accounts. It works by adding together small amounts of interest and compounding it to help your...

Tuesday, July 12, 2022

Q: Why should you start a 403(b)?A: It can become one of your best retirement savings vehicles.A 403(b) is a great option for building retirement savings. You can defer a bit of your salary into the account each month, without...

Thursday, July 7, 2022

When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture. If you zoom out a bit in history, most investors haven't...

Wednesday, July 6, 2022

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year. Goals still the same for 2022? Has...

Tuesday, June 28, 2022

While negative headlines are eye-catching, a gloom-and-doom perspective misses some finer details.

Thursday, June 23, 2022

Lately, the "Great Resignation" has led many Americans to leave their jobs for other opportunities, while others have chosen a different path: early retirement. We can all understand looking for a more suitable place of work, but some...

Thursday, June 16, 2022

Proper financial management becomes increasingly essential during times of economic disruption and crisis. As a small business owner, you’re not only well qualified to understand the underlying drivers of your revenues and...

Thursday, June 9, 2022

As you start out in life, your finances can seem overwhelming. How can you start saving money? Taking out loans? Financing a house? Before you can set attainable goals for yourself, you have to have a...

Thursday, June 2, 2022

The options for retirement investment solutions can be overwhelming with many options to choose from. Whether you're looking for low-risk solutions or an investment that can potentially provide a higher yield, options are available...

Tuesday, May 31, 2022

It’s so important to protect yourself and your family from identity theft before, during, and after your trip. Here are some pointers for keeping your personal information safe from fraudulent activity: Book with credible...

Tuesday, May 24, 2022

Are you looking for more ways to make more money but are already spending 40 hours a week at your regular job? Residual income could be the answer you're looking for! We're going to let you in on four ways...

Friday, May 20, 2022

Over the last few weeks, Riggle Wealth Group has worked closely to respond to and proactively combat this most recent wave of volatility.

Thursday, May 19, 2022

What’s the secret to building and maintaining wealth? A comprehensive tax strategy to ensure you hold onto the wealth you have built throughout your lifetime. Tax laws can be notoriously complicated and hard to navigate,...

Tuesday, May 17, 2022

Over the last few weeks, Riggle Wealth Group has worked closely to respond to and proactively combat this most recent wave of volatility.

Thursday, May 12, 2022

When Will Your Investment Double? The Rule of 72 is one way of determining how long it may take for an investment to double in size, given a fixed annual compound interest rate of between 6-10%. Unfortunately, this rule is less...

Tuesday, May 3, 2022

How much do you know about Social Security? Given how layered the topic can be, it’s wise to educate yourself as much as you can about your options. We have a number of resources on our website that can help you take a bite out...

Thursday, April 28, 2022

If you're living in or heading into retirement and have built up a comfortable nest egg, you're probably no stranger to disciplined budgeting. But budgeting in retirement might be...

Tuesday, April 19, 2022

Plan for the unexpected. Instead of letting these situations risk derailing your retirement budget, plan for these hurdles so you can be prepared no matter what comes your way in retirement.

Thursday, April 14, 2022

What do The Dukes of Hazzard, M*A*S*H, and The Love Boat all have in common? What does this have to do with inflation?

Friday, April 8, 2022

Knowing when it’s the right time to retire can be difficult, especially if you love your job. Even professional athletes have a hard time knowing when to walk away!

Tuesday, March 22, 2022

What should you do with your 401(k) when you change jobs? You've got some options and Riggle Wealth Group can help.

Tuesday, March 15, 2022

You’ve decided to buy your first home. That’s great! Buying a home has never been more exciting and the chance to live and work anywhere has never been higher...

Monday, March 7, 2022

Higher energy prices, higher commodity prices, and the prospect of slower economic growth due to lower spending place the Fed in a bit of a pickle; the inflationary impact of these factors could be considerable.

Thursday, February 24, 2022

Manage Your Money More Effectively Not having positive money management habits can have a severe impact not just on your current finances but also on your future finances. Creating and sticking to good habits can help you feel more in...

Thursday, February 17, 2022

Identify These Sections in Your Policies Understanding an insurance policy can feel like a big undertaking if you don’t have much experience with them. Knowing what six elements will likely be a part of every insurance policy...

Thursday, February 10, 2022

Tax Credits vs Tax Deductions Which is Better For You? No one wants to pay more taxes than they have to. In the past, you’ve probably relied on tax credits and deductions to help you pay fewer taxes, but which one is more...

Thursday, February 3, 2022

How Big Should Your Emergency Fund Be? Having an emergency fund could save the day, but you may be questioning how much to save, when you should save more and how you should spend these funds. You're not alone in asking these...

Thursday, January 27, 2022

The importance of having a savings plan can’t be stressed enough. Women have an even greater need than men to begin saving as much as they can early in their careers, since they have a longer lifespan than men and typically...

Thursday, January 20, 2022

Most people agree that 401(k) plans are great investment vehicles, thanks to their tax advantages, matching contributions, and other features. But, they can place a daunting decision-making responsibility upon participants—who,...

Thursday, January 13, 2022

As Wall Street pushes higher, a pandemic-weary Main Street is relearning how to manage cash flow with the hope of keeping its retirement dreams alive. Self-employed Americans, and the people working for them, account for roughly 30...

Thursday, December 23, 2021

Everybody wants to save on their taxes. Here are a few simple tax-saving strategies available to nearly everyone.

Thursday, December 16, 2021

While it’s still too early to draw any final conclusions, Congress is getting closer to outlining what tax law changes are under consideration to pay for the proposed $1.75 trillion Build Back Better Plan.

Thursday, December 9, 2021

Monday, November 22, 2021

If you’re like many 401(k) plan sponsors, you feel responsibility for your participants’ financial well-being but may take a hands-off approach to managing your plan design. This is how many plans end up with inadequate...

Thursday, November 18, 2021

AND LEARN HOW THEY CAN IMPACT YOU If you have a retirement account set up and you're making regular contributions, that's great! There may come a time when you need to move these retirement savings from one account to another, and...

Friday, November 12, 2021

Social Security Announces the Largest COLA Increase in 40 Years The Social Security Administration (SSA) recently announced the largest cost-of-living adjustment (COLA) in four decades. For Americans receiving Social Security benefits...

Thursday, October 28, 2021

Reduce Your Credit Card Debt Credit card debt doesn't have to keep you from fulfilling your financial goals. Not all debt is bad. Mortgage and auto loans are often necessary, but credit card debt can be sneaky – it usually...

Thursday, October 21, 2021

Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently. CNBC reported on findings that place 401(k) accounts...

Thursday, October 14, 2021

Have you been let go at work? What happens to the money you have saved in your employee retirement plan? If you have been terminated by your employer, you have 4 choices when it comes to your retirement plan money: Cash it out (and...

Thursday, October 7, 2021

The economic impact of COVID-19 has been felt from coast to coast. And, unfortunately for many pre-retirees, it could potentially impact Social Security benefits as well. A new report indicates that if Congress doesn’t take...

Thursday, September 23, 2021

Rolling over the assets in your workplace retirement plan to an IRA can be a great move. IRAs typically offer more investment choices while allowing you to continue accumulating earnings on a tax-deferred basis. However, making a...

Thursday, September 16, 2021

It’s time for your life insurance checkup. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life...

Thursday, September 9, 2021

With summer officially behind us, it’s time to face the facts: we’re headed toward the latter months of 2021. While there’s still plenty of time to enjoy 2021, we encourage you to slow down and check up on your...

Thursday, September 2, 2021

If you have a secret, don’t tell anyone at the Federal Reserve Bank. They may leak the story before you’d like.In early August, multiple regional Federal Reserve Bank presidents hit the speaking tour. They made headlines...