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Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

May 23, 2025 | Family Finances, In The News, Individuals, Investing Basics

When the market drops, some investors lose the perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it’s a good time to review common terms that are used to describe the market’s downward momentum....
A Note Regarding Recent Performance

A Note Regarding Recent Performance

May 2, 2025 | Family Finances, In The News, Individuals, Investing Basics

We know the market has experienced some volatility lately, which may provoke some anxiety when you open your most recent statement. It can be hard to stomach seeing some red in your account! But don’t be alarmed – changes in value are typical and expected when...
Five Key Strategies for a Successful Retirement

Five Key Strategies for a Successful Retirement

Apr 15, 2025 | Age 55+, Family Finances, Individuals, Investing Basics

Achieving a comfortable and secure retirement requires careful planning and disciplined financial habits. Here are five essential strategies to help you succeed: Start Saving Early and Consistently The earlier you begin saving for retirement, the more you can take...
A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Apr 3, 2025 | Age 55+, Family Finances, Individuals, Investing Basics

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as...
Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Mar 21, 2025 | Age 55+, Family Finances, Individuals, Investing Basics

Every year, about 140 million households file their federal tax returns.For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to...
Maximize Your Employer Match in 2025

Maximize Your Employer Match in 2025

Feb 14, 2025 | Family Finances, Individuals, Investing Basics

Leveraging your employer’s retirement plan match is one of the easiest ways to boost your financial wellness. With over 50% of employers offering some level of matching, it’s an opportunity you don’t want to miss. Here’s how to make the most of it. Understand the...
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