Tips to Help You Stay Strong During Market Volatility

It’s almost impossible not to feel anxious at the dips and dives the stock market has been taking recently, compounded by relentless inflation-focused headlines. That’s why you might be surprised to learn there’s a lot of positive news to be had, despite the market uncertainty. 
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Paying for College Part 2

By Cristina Wiebelt-Smith, CPA, Associate Wealth Advisor The last time I wrote about college education savings ideas, my daughter had just returned to school after Christmas and we had a break from paying tuition in November and December. Well, her spring break just ended, we put her back o …

Retirement Funding Planning Should Start Early

By Cristina Wiebelt-Smith, CPA, Associate Wealth Advisor My father used to say, “There is a point at which you don’t want to work anymore and there is a point at which you don’t have to work anymore.” When these points collide, it is time for retirement.

Five Reasons Your IRA is Deflating, and What to Do About It

By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. …

Managing Market Corrections & Retirement Income

By Mike Gertsema, Senior Wealth Advisor Market corrections or drops can cause a lot of stress and concern for some investors. A market correction is when the market drops 10% or more. It’s called a market correction because, historically, the drop often “corrects” and returns prices to thei …

What You Need to Do 10, 5 and 1 Year Before Retirement

by Jamie P. Hopkins, ESQ., CFP®, LLM, CLU®, ChFC®, RICP®  Regardless of how far off you are from retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. 
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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