7 Steps to Financial Fitness
Achieving financial fitness requires discipline and determination over the long term, just like running a marathon. As with any type of training, becoming financially fit requires learning the principles and best practices that others have used to achieve their financial objectives.
Why a January Market Correction Might be Good
Market corrections happen about once every 19 months – and we’re at 19.
IRS Makes Contribution Limit Changes for 2022
The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020.
Can We Expect the January Effect to be Effective?
The January Effect was first noticed by investment banker Sidney Wachtel in 1942 and the theory proposes that a pattern existed in the price of stocks in the last few trading days of December and the first few weeks of January.
Five Common Misconceptions About Retirement
When you plan for retirement, an exciting new phase
of life, double-check your expectations. They may not
match the reality
Selling Stocks Before Cap Gains Taxes Go Up?
Are you thinking about bailing out of stocks before year-end while the capital gains rate is low? Before you hit the sell button, think it over carefully
Understanding the Estate Planning Process
While the estate planning process can raise some difficult emotional and personal issues, your heirs will be glad you did it, and you will know that your wishes are assured.
The 2021 World Series and the 2022 Markets
Is there actually a difference in stock market performance depending on who wins the World Series? Should you really change your investment plans based on an American League or National League victory? Of course not. But let’s explore anyway.
Everyone Should Have a Financial Advisor
A skilled financial advisor brings experience and knowledge that most of us just don't have.
Have You Factored Inflation Into Your Retirement?
Your retirement portfolio might be up, but inflation is crushing your returns