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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 28, 2026

With tax season here, now is the time to evaluate your business finances by reviewing your financial plan, uncovering tax-saving opportunities, and ensuring every part of your strategy is working together.

Monday, April 20, 2026

April is National Social Security Month. This annual public awareness campaign is a wonderful opportunity to learn about how Social Security works and how to get more info about benefit programs. Did you know that Social Security...

Tuesday, April 14, 2026

Tax season is the perfect time to revisit your plan, uncover opportunities, and make confident decisions for the future. It is also an ideal time to take a closer look at your business finances and identify opportunities to reduce...

Monday, April 6, 2026

Tax season is an ideal time to review your financial situation and identify opportunities to improve tax efficiency as you prepare for retirement. Taking into account your current savings, inflation, taxes, benefit plans, and...

Thursday, April 2, 2026

Stocks ended a challenging week lower as investors' attention shifted from updates on ceasefire talks to concerns about the economic impact of a protracted conflict. The Standard & Poor’s 500 Index lost 2.12 percent, while the Nasdaq...

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Monday, March 30, 2026

As you grow and manage your wealth, consider these five tax-efficient investment strategies that could help optimize returns and minimize your tax burden...

Tuesday, March 24, 2026

Insurance is a key component of any good financial plan. The right policies can help manage risks (financial or otherwise) by preparing for life’s unknowns. However, as your life and finances change, so do your insurance needs. When...

Monday, March 16, 2026

Building wealth is an incredible achievement but preserving it for future generations requires intentional habits. Without structure and foresight, decades of effort can erode quickly due to market risks, taxes, or family conflict. Here...

Thursday, March 12, 2026

Is the “lock in” breaking, or are homeowners going to double down on their low-cost mortgages? The most recent stats show that 20 percent of home borrowers now have mortgages with an interest rate over 6 percent, indicating they have...

Monday, March 2, 2026

As tax season approaches, a little early organization may help things feel more manageable. This time of year often brings a steady flow of paperwork, deadlines, and decisions, so this message is simply a supportive reminder to help...

Friday, February 27, 2026

Stocks ended a choppy four-session run in the green, with tech-led momentum earlier in the week prevailing over news of a slowing economy, sticky inflation, and geopolitical tensions.The Standard & Poor’s 500 Index advanced 1.07...

Monday, February 23, 2026

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 contributions...

Monday, February 16, 2026

Many people believe that higher income automatically leads to wealth, but without strong habits, spending often grows just as fast. Building wealth is less about big wins and more about consistent choices that compound over time. Here...

Wednesday, February 11, 2026

Warren Buffett’s quotes have provided clarity during confusion over the years. But his final act speaks louder than any expression. He did nothing. As CEO, Buffett had nearly $400 billion in cash to spend in 2025. But he found no...

Monday, February 2, 2026

The holidays are here and gone, and with them, it must be said, a considerable amount of money. Not all of it is money that folks intended to spend. One survey found that 62 percent of Americans admitted that if a holiday deal is good...

Monday, January 26, 2026

With tax season on the horizon, a little preparation now can make the process much smoother later. This time of year often brings plenty of paperwork and deadlines, so consider this a friendly nudge to start gathering what you’ll need...

Wednesday, January 21, 2026

Leftover funds in 529s can now be moved to Roth IRAs. However, there are many requirements and restrictions to...

Tuesday, January 13, 2026

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...

Tuesday, January 6, 2026

Cash flow is more than just numbers on a spreadsheet, it’s what keeps your business moving forward. But too often, it’s only reviewed when something feels off. A proactive look at your cash flow can reveal much more: where your money...

Friday, January 2, 2026

The start of a new year offers a natural opportunity to pause, reflect, and make sure your financial priorities are aligned with what matters most. Whether you’re setting new goals or revisiting existing ones, this is a meaningful time...

Monday, December 29, 2025

Weekly Recap December 22-26, 2025 All three major U.S. equity averages gained over 1.2% last week, with the S&P 500 posting its fourth weekly advance in five weeks. Stocks ended...

Tuesday, December 23, 2025

It’s easy to feel like everything needs to be done now, and done perfectly. When life speeds up like this, even good financial habits can slip into the background. That’s why this season is a great reminder to pause, breathe, and...

Tuesday, December 16, 2025

You make more than 35,000 decisions every day, but one of the most important is how you manage your assets. Yet, 7 in 10 Americans delay financial decisions. And it’s not because they don’t care, it’s...

Tuesday, December 9, 2025

As we approach the end of the year, it’s an opportune time to review and optimize your financial and tax strategies. Here are some key considerations:1. Tax-Advantaged Accounts: Contribute fully to retirement accounts, including any...

Monday, December 1, 2025

Starting January 1, 2026, new rules for charitable giving will kick in under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025. These changes affect both itemizers and those who take the standard deduction, so no...

Sunday, November 30, 2025

I wanted to remind you that the Medicare Open Enrollment period is approaching its close soon. This is your final opportunity to review and make any necessary changes to your Medicare coverage for the upcoming year. Key Details: Open...

Monday, November 24, 2025

In the evolving landscape of workplace benefits, staying ahead means evaluating and refining your retirement plan offering. Benchmarking your retirement plan will help you assess your plan’s performance against key metrics and the...

Monday, November 17, 2025

As your peak earning years unfold, now is the time to turn income into lasting financial momentum. The end of the year offers a strategic opportunity to review your finances and take action. Here are five key areas to focus on:...

Thursday, November 6, 2025

The business of making forecasts can be a slippery slope. But some investors are willing to “put their money where their mouth is” when it comes to making predictions about what’s next for short-term interest rates, so it can be...

Saturday, November 1, 2025

When the government shuts down, so do several agencies that put out the economic reports the Fed looks at when setting interest rates. In fact, the delayed September Consumer Price Index report, which was released on October 24, was...

Thursday, October 30, 2025

As the year winds down, it’s the perfect time to take stock of your retirement strategy and make adjustments that can set you up for long-term success. Whether you're nearing retirement or already enjoying it, these year-end planning...

Tuesday, October 21, 2025

“Adjusted for inflation” is a phrase you may think isn’t important. But when you see it in action, you might change your mind. Let’s examine how “adjusted for inflation” has affected a couple of tax rules and their impact on Social...

Thursday, October 16, 2025

As the year winds down, it’s the perfect time to take strategic action to preserve your wealth, optimize your tax exposure, and build a lasting legacy. Whether you're focused on growing investments, giving with intention, or preparing...

Tuesday, October 7, 2025

The Fed lowered short-term interest rates at its September 2025 meeting, but the question on most people’s minds is, “What’s in it for me?” That’s a fair question, so here are some ideas to consider. First-wave changes: Any loan...

Thursday, October 2, 2025

The hottest accessory trend of summer 2025 is the Labubu doll. But if you don’t hang out with Gen Z’ers (13 to 28 years old), you may have missed it. Labubus are plush mini monsters that can be worn on backpacks, purses, or belt loops...

Monday, September 29, 2025

Like any transition in life, retirement is an adjustment, complete with emotional, financial, and lifestyle changes. But what happens when retirement doesn’t feel right? After decades of looking forward to a more carefree lifestyle...

Wednesday, September 24, 2025

Americans seem upbeat about retirement, with more people preparing to retire at 70, according to the latest Employee Benefit Research Institute (EBRI) study. Sometimes, though, reality gets in the way: the same survey found that 40...

Monday, September 15, 2025

From Sept. 15 to Oct. 15 we celebrate National Hispanic Heritage Month. It’s time to honor the culture and contributions of the Hispanic and Latin Americans that make up our great nation. National Hispanic Heritage Month started as a...

Tuesday, September 9, 2025

While it may not be as exciting as investment planning or retirement strategies, insurance is a powerful and often underappreciated tool in financial planning. It functions both as a safeguard and a strategic pillar for protecting...

Tuesday, September 2, 2025

As you grow and manage your assets, you might start looking for ways to maximize returns while minimizing the taxes you owe. Tax-efficient investment strategies may help you keep more of your money and stay on track for the future...

Tuesday, August 26, 2025

If I told you young people are the fastest adopters of AI, would you be surprised? Unlikely. But, if I told you the biggest percentage increase of AI users in the past year was people 65+, you might give me a double-take! Today’s...

Tuesday, August 19, 2025

Just before the July 4th holiday, Congress passed a domestic policy bill that extended the 2017 tax cuts that were set to expire this year while making some of the 2017 rules permanent. The bill also created several new tax laws for...

Tuesday, August 12, 2025

In the realm of high-net-worth wealth management, traditional investment strategies alone may not suffice. As your estate grows, so does the complexity of managing it...

Monday, August 4, 2025

The last two weeks of July were about as action-packed as it gets for investors. Here’s a quick recap of the highlights: The U.S. economy. Gross domestic product grew at a 3 percent rate in Q2...

Friday, August 1, 2025

On July 4, 2025, a major new tax law—the “Make American Workers and Families Thrive Again Act”—was signed into law. This wide-reaching legislation updates many parts of the 2017 Tax Cuts and Jobs Act, which were set to expire at the...

Tuesday, July 29, 2025

Even the most well-planned retirement can be disrupted by unforeseen expenses. Many retirees underestimate how unpredictable certain costs can be—and how easily they can derail an otherwise sound financial strategy. Here are five...

Monday, July 21, 2025

Quarterly Recap Market Indices At-A-Glance The S&P 500 ended the second quarter at 6,204.95, its fifth record high of the year. The index surged 24.92% to more than fully recover all losses from its April 8 low at 4,982. The Dow Jones...

Thursday, July 17, 2025

In these uncertain times, I understand that running a small business has added challenges. I am always here to help and there may be some steps you can take to better manage your expenses. Here are some good tips for reducing...

Tuesday, July 8, 2025

Budgeting might not sound exciting, but it’s one of the most powerful tools young investors can use to jumpstart their path to building lasting wealth. When you take control of your money early on, you’re not just managing...

Thursday, July 3, 2025

Military members and their families face one-of-a-kind challenges, such as deployment to conflict zones, overseas assignments, and the constancy of change, all of which make dedicating time to personal finance a challenge. Luckily,...

Monday, June 30, 2025

In today’s uncertain economic climate, it’s natural to wonder if your wealth is working as hard as it could be. Getting a second opinion on your financial plan can reveal opportunities you might be missing, whether it’s optimizing...

Tuesday, June 24, 2025

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. Summer offers a natural midpoint in the year—making it an ideal time to pause, reflect, and...

Thursday, June 19, 2025

Have you heard the expression, “Watch what people do, not what they say?” That’s important these days when it comes to the economic outlook. Some people are “saying” the word recession like it’s a foregone conclusion. But let’s take a...

Tuesday, June 10, 2025

During the most recent round of shareholder calls, CEOs had one big question to answer: “What’s going on with tariffs?” In earlier quarters of 2024, the focus was on inflation and artificial intelligence. But this time, the spotlight...

Tuesday, June 3, 2025

Building wealth in today's economy may feel like an uphill battle. Housing, utilities, and daily expenses keep climbing, making it challenging to cover essential costs and still have money left over. But, with careful planning and...

Thursday, May 29, 2025

We get regular updates on the Social Security trust fund. The Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035. Generally speaking, the headline’s tone is very grim and...

Monday, May 19, 2025

Weekly Recap May 12-16, 2025 Stocks Rebound on U.S.-China Tariff Truce Equities Surge Despite Weak Consumer Sentiment U.S. equity indices surged last week on a relief rally theme after U.S. and China trade officials agreed to a...

Thursday, May 15, 2025

Today’s financial landscape is rich with opportunities, but many still believe in following a ‘cookie-cutter’ approach to investing and building wealth. In truth, investing should be a personalized process, shaped by your goals,...

Thursday, May 8, 2025

The Fed’s May meeting was pretty much a humdrum event. Even Fed Chair Powell's post-meeting press conference was uneventful. “We are always going to do the same thing,” he said. “We are going to use our tools to foster maximum...

Tuesday, May 6, 2025

Realizing you have less saved for retirement than you need or hoped for can trigger concern about the future. The good news is, there’s always time to take strategic steps forward. 4 Tips for Setting Retirement Savings Goals Evaluate...

Thursday, May 1, 2025

Have you heard the expression, “Watch what people do, not what they say?” That’s important these days when it comes to the economic outlook. Some people are “saying” the word recession like it’s a foregone conclusion. But let’s take a...

Thursday, April 24, 2025

College savers often wonder whether saving too much can hurt their kids’ chances of receiving financial aid. It’s a complicated topic, and the answer will vary from family to family. In general, saving a significant amount in a 529...

Thursday, April 17, 2025

A conversation about estate planning wouldn’t be complete without a quick discussion of trusts. Trusts are extremely powerful estate planning tools. A huge benefit is that they allow your property to pass to your beneficiaries without...

Thursday, April 10, 2025

Every investor knows there are highs and lows during the year. The challenge is remaining focused during the lows. As the 2025 tariff talks have progressed, stock prices have seen more down days than up days as the details get rolled...

Tuesday, April 1, 2025

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

Thursday, March 27, 2025

As you grow and manage your assets, you might start looking for ways to maximize returns while minimizing the taxes you owe. Tax-efficient investment strategies may help you keep more of your money and stay on track for the future...

Tuesday, March 18, 2025

We understand that recent policy changes in Washington, market fluctuations, and broader economic concerns may be creating anxiety. Our team is here to provide perspective and support.

Wednesday, March 12, 2025

It’s been a busy few weeks as all the mixed economic signals have unsettled Wall Street—and market volatility is never comfortable for investors. Here’s a short recap, so grab some popcorn. We’re going to cover a lot of ground...

Friday, March 7, 2025

The price action in this year’s stock market has me humming the 1970s tune by The Carpenters called “Rainy Days and Mondays.” As the chart shows, Mondays and Fridays have been awful for investors, while the mid-week days have...

Tuesday, February 25, 2025

It’s hard to believe the first few weeks of the year have already flown by! As you settle in today—whether you’re cozied up by a fire or enjoying the crisp outdoor air—take a moment to reflect on where you are and consider the year...

Tuesday, February 18, 2025

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 contributions...

Tuesday, February 11, 2025

“A goal without a plan is just a wish,” wrote French author Antoine de Saint-Exupéry in the 1942 classic, “The Little Prince.” In financial services, we like to say, “Investing without a strategy is just a dream.” At its core, an...

Tuesday, February 4, 2025

Are you in your early sixties and hoping to make a splash in your retirement strategy? The SECURE Act 2.0 introduced a $11,250 catch-up contribution for those aged 60-63. This “super catch-up” is part of a new tiered catch-up...

Tuesday, January 28, 2025

As of today, major wildfires continue to ravage Los Angeles County. To all those affected, whether directly or through friends and family, we offer our support, thoughts, and prayers. Disasters of this magnitude are often hard to...

Tuesday, January 21, 2025

Financial stability often hinges on consistent, strategic decisions. By understanding your cash flow and approaching it with a tax-intelligent mindset, you can help maximize your money’s potential and move closer to long-term goals....

Tuesday, January 14, 2025

It’s hard to believe the first few weeks of the year have already flown by! As you settle in to January—whether you’re cozied up by a fire or enjoying the crisp outdoor air—take a moment to reflect on where you are and consider the...

Friday, January 10, 2025

If you've noticed your morning brew getting pricier lately, you're not imagining things. Coffee prices have surged to their highest levels since 1977. Why the eye-popping prices? While supply chain disruptions and weather issues in...

Thursday, January 2, 2025

You may have heard about the recently signed Social Security Fairness Act and wondered what it was and how it might affect you.The Social Security Fairness Act eliminates two longstanding provisions for Social Security: the Windfall...

Monday, December 23, 2024

Inflation is a very personal experience. How it affects you largely depends on the products and services you consistently buy. Over the years, some of you have developed different ways to measure how inflation impacts your daily lives...

Thursday, December 19, 2024

The Internal Revenue Service has released new limits for the coming year. Individual Retirement Accounts (IRAs)IRA contribution limits remain unchanged in 2025 at $7,000. Catch-up contributions for those over age 50 also remain at $1...

Wednesday, December 11, 2024

As you likely know, there are more and more attacks on our security online every day, and it’s even more frequent around the holidays. This time of year, be on guard for cyber criminals. To help you stay safe, here are some tips: Do...

Tuesday, December 3, 2024

The Federal Reserve approved its second consecutive interest rate cut following its November meeting, telling investors that it’s continuing its push to “right-size monetary policy.” The benchmark Fed funds rate has a target range of...

Monday, November 25, 2024

As you near retirement, you may start considering the legacy you'll leave behind. In addition to accumulating wealth, you might have a desire to positively impact the world. Sustainable investing offers a way to pursue both goals. The...

Wednesday, November 20, 2024

The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start...

Wednesday, November 13, 2024

Hold everything; stop the presses! There is talk that the Tax Cuts & Jobs Act (TCJA) of 2017 may get extended. With Republicans in control of the legislative and executive branches, most agree that tax reform will be part of the...

Tuesday, November 5, 2024

Budgeting is a powerful first step on the path to building wealth as a young investor. By establishing mindful financial habits now, you can build a solid foundation to support your long-term financial goals. Here are ten budgeting...

Friday, November 1, 2024

Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into...

Tuesday, October 29, 2024

As you enter retirement, you may find yourself with more time on your hands and a desire to make a meaningful impact. However, your changing financial situation might affect your ability to give monetarily at the same level you once...

Tuesday, October 22, 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 earn less...

Thursday, October 10, 2024

Your next loan could have more favorable terms. In a world that's moving away from cash and becoming more dependent on credit, you've likely heard financial institutions talk about the importance of credit scores. Whether it was in...

Tuesday, October 1, 2024

Imagine creating a lasting legacy that supports the causes you care about while also unlocking potential benefits for you and your loved ones. Charitable trusts offer a unique opportunity to do both. What Is a Charitable Trust? A...

Thursday, September 26, 2024

Election years, particularly presidential elections, traditionally come into focus after Labor Day. This is when many American voters become fully engaged with the process. With that in mind, I often get the question: “Politics aside,...

Thursday, September 12, 2024

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 insurance is one of those...

Thursday, August 29, 2024

It's countdown to college. The first step in creating a plan to pay for a child’s college education is to determine what that education is likely to cost. College is already expensive, and it’s been well publicized that college costs...

Tuesday, August 20, 2024

When you hear “hot dog” and “inflation” in the same sentence, you might think of those supermarket franks that plump up when cooked. In this case, we’re talking about the original dogs of the ballpark, a cultural touchstone of...

Thursday, August 15, 2024

Maximizing Benefits Before Tax Cut Provisions Expire The Tax Cuts and Jobs Act of 2017 (TCJA) made some of the most consequential tax law changes in decades. The most significant provision temporarily increased the unified lifetime...

Tuesday, August 6, 2024

More than 71 million Social Security beneficiaries can expect a 2.5% cost of living adjustment (COLA) increase in 2025, based on the Q3 inflation data so far. In other words, the COLA will raise the average benefit by $48 to $1,968 a...

Thursday, August 1, 2024

As summer winds to a close, we’re reminded that we’re nearly three-quarters of the way into the year. That makes this a good time to determine if you’re still on track for reaching the important long-term savings goals you have set...

Tuesday, July 23, 2024

There are certain financial areas in your 40s that can help set the groundwork for a successful financial future.Your financial tip for today: Cut your debtIf you have credit cards, student loans, or medical bills, create a plan to...

Friday, July 19, 2024

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 this year? Has market...

Wednesday, July 10, 2024

The 2024 Employee Benefit Research Institute (EBRI) Retirement Confidence Survey was recently released, and it provides an illuminating look at the current state of retirement preparations and mindsets across the country. While the...

Tuesday, July 2, 2024

You've built a solid foundation for wealth and are moving closer to retirement. Your kids are adults with financial pressures and goals of their own, and your parents, if living, are advanced in their years. It’s time to talk with...

Wednesday, June 26, 2024

We get regular updates on the Social Security trust fund. In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035. Generally speaking, the headline's tone is very...

Thursday, June 20, 2024

Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. The observance of this holiday, formally recognized by the state of Texas in 1980, has continued to spread to the rest of the...

Tuesday, June 18, 2024

Investors know that the stock market moves in cycles, but the cycle has seen no daily drops of more than 2 percent for over a year. As the accompanying chart shows, the 2023-2024 stretch of low volatility ranks 9th since 1966. Is that...

Friday, June 14, 2024

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 confidence...

Wednesday, June 12, 2024

Have you seen the grocery store signs that say, “Buy one, get one,” or “Buy one at $4.99, or get four for $2.99 each?” It’s a concept called “spaving,” a time-tested marketing strategy designed to get consumers to spend more–perhaps...

Tuesday, June 4, 2024

A proper retirement strategy design balances three basic elements: your savings and tax management objectives, cash flow, and goals for employee benefits. Your specific needs make your strategy unique—does yours meet them?

Thursday, May 30, 2024

If you find yourself simultaneously raising your own children while tending to your parents as they grow older, you’re not alone. Often aptly referred to as “the sandwich generation,” it’s at this unique stage that you're sandwiched...

Tuesday, May 21, 2024

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...

Thursday, May 16, 2024

A transition plan can help with this change. If the time has come for you to sell the business you’ve spent countless hours growing into a successful operation, create a transition plan to...

Tuesday, May 7, 2024

On average, women in the U.S. live longer than their male counterparts, making outliving their income in retirement a very real possibility for many. According to a 2019 study from T. Rowe Price measuring gender and retirement: 43% of...

Thursday, May 2, 2024

Are you on the brink of retirement or settling into your golden years? This chapter of your life can be exciting and rewarding, especially if you're well-prepared. One of the biggest concerns on your mind, however, is probably money....

Tuesday, April 30, 2024

6 Questions to Ask When Planning for Retirement Financial security in retirement doesn’t happen by accident. Planning for a financially independent retirement involves more than just putting money away into a savings account and...

Tuesday, April 23, 2024

Try these 5 strategies to gain financial health. 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, April 18, 2024

There are certain financial areas in your 40s that can help set the groundwork for a successful financial future. Your financial tip for today: Cut your debt. If you have credit cards, student loans, or medical bills, create a plan to...

Thursday, April 11, 2024

When financial professionals like me start digging into the tools we use to assess financial market valuations, one thing that catches our eye is the U.S. money supply. We look closely at measures like M1 and M2— basically the rock...

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...

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

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 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 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...