Blog
Bonds: Still a Good Choice for Investors
Key Takeaways:With 2022 fresh on investors’ minds and with short-term yields at their highest levels in over a decade, it is understandable that some clients are asking whether they should simply sell their bond positions in...
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Staying SECURE in Retirement
Major changes are (again) coming to rules surrounding retirement account distributions, retirement account beneficiaries, Roth accounts, and other actions designed to increase retirement savings for individuals. While not as impactful...
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Now and Next: Cash Management Strategies
KEY TAKEAWAYS: A silver lining of higher inflation has been the increase of interest rates earned on cash savings. These higher interest rates bring back some previously popular savings options such as money market accounts, CDs, and...
Read More9 Facts about Social Security
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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