January Market Commentary: Inflation + Rising Rates = Volatility
January Recap and February Outlook The Fed telegraphed in November and December that rates would be going up. The December inflation number of 7% (released in January) hammered home the reality that inflation isn’t going down to historical levels of around 2% anytime soon. Despite Chairman Powell’s best efforts to
You’ve Maximized Your 401(k). Should You Invest After-Tax in an IRA?
If you have contributed the maximum to your 401(k) plan, you may want to consider additional after-tax savings in an IRA account. While the contribution won’t be tax-deferred, it will still grow tax-free and can provide an additional source of income in retirement. And since you contributed with after-tax dollars,
Five Money Moves to Make in 2022
Working out more, prioritizing self-care, and spending less time on your devices are all great resolutions for 2022. And while we’re at it, dry January and Veganuary are great ways to get a little healthier quickly. But while these require commitment every day, money goals can often be front-loaded with
Holiday Wellness Plan
Your Holiday Wellness Plan Comes Down to Avoiding Stress and Taxes Depending on who you ask, the holidays are either a season full of celebration and connecting with family and friends, or they’re a seasonal burden that adds to the never-ending stresses of life. A recent survey found that 88%
Long Term Care Planning
Long-term Care (LTC) planning Avoiding debt, contributing to your 401(k) and IRA, living within your means, saving for your children’s education – you’ve done all the right planning throughout your life to retire comfortably. Then boom. You or your spouse needs long term care assistance which is expensive and it
Top Cyber Security Tips We Utilize At Work And Home
By Gary Cassell As millions around the globe continue to work from home, due to Covid-19, it’s important to remain vigilant when it comes to staying safe online. Here are eight cybersecurity tips that you can start utilizing today. Tip #1: Encrypt Sensitive Data in Your Emails If your position