Personal Finance

Keep Your Money Safe With These Online Shopping Security Tips

2023-03-20T17:26:50-07:00

Online Scams are Growing The 2022 holiday gift season is now in the rear-view mirror. If you’re like many other people, chances are you did a good amount of shopping online. After all, online shopping can be easy and fun. But unfortunately, there are many scammers who want to steal your identity and money. [...]

Keep Your Money Safe With These Online Shopping Security Tips2023-03-20T17:26:50-07:00

Top Tips for Individuals from New Secure Act 2.0

2023-03-20T17:15:54-07:00

Get informed on the SECURE 2.0 Act The SECURE 2.0 Act is a bipartisan comprehensive retirement legislation signed into law on December 29, 2022. Here are some interesting takeaways that might impact you: Required minimum distribution (RMD) age increases from 72 to 73 The age 72 trigger for taking RMDs is raised to age [...]

Top Tips for Individuals from New Secure Act 2.02023-03-20T17:15:54-07:00

Financial Tips and Great Ideas to Help You in 2023

2023-02-02T17:14:06-08:00

Here are some of my favorite financial and lifestyle tips as you start the year Knowledge is Retirement Power Especially When You're Traveling Looking to see more of the world during retirement? Some countries have created visa policies designed specifically for retirees. These retirement visa programs may also provide special benefits and incentives to [...]

Financial Tips and Great Ideas to Help You in 20232023-02-02T17:14:06-08:00

Four Ways Interest Rate Hikes Can Affect Your Finances

2023-01-19T09:52:51-08:00

Besides slowing the economy, higher rates affect your personal finances.  Unless you live on another planet, you are fully aware of this thing called inflation — whether you’re at the grocery store, a gas station, buying clothes online, hiring a contractor or doing almost any other thing that requires spending money for something. Earlier [...]

Four Ways Interest Rate Hikes Can Affect Your Finances2023-01-19T09:52:51-08:00

Earnings Up but Stocks Are Down… Not as uncommon as you’d think

2023-03-20T17:13:20-07:00

Investors often talk about how earnings drive stock prices. But that begs the question how so many strategists and pundits expect earnings to fall in 2023 and stocks to rise? That’s our view in LPL Research. Let’s look at the histories of earnings growth and price performance for the S&P 500 Index on a [...]

Earnings Up but Stocks Are Down… Not as uncommon as you’d think2023-03-20T17:13:20-07:00

Maximizing Retirement Income

2023-11-20T15:56:59-08:00

Doing Some Tax Planning Now Can Pay Off Later in Retirement For many people, retirement is not a time to slow down and stop. It’s a time to explore the next great chapters of your life and build upon everything you’ve learned and experienced so far.  Another thing that doesn’t slow down or stop [...]

Maximizing Retirement Income2023-11-20T15:56:59-08:00

Opinion: Consumer Inflation Falls Below 1% Over Second Half of 2022

2023-01-12T16:34:49-08:00

We received our final reading on Consumer Price Index (CPI) inflation for 2022 this morning, which gave us the inflation numbers for December 2022. Helped by declining energy prices, the index fell 0.1% in December, in line with economists’ consensus expectation and the largest monthly decline since April 2020. Consumer inflation advanced less than [...]

Opinion: Consumer Inflation Falls Below 1% Over Second Half of 20222023-01-12T16:34:49-08:00

Financial Planning – Get the Big Picture for You and Your Family

2022-12-14T11:44:26-08:00

Financial Planning - The Big Picture for You and Your Family Do you picture yourself owning a new home...starting a business... or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag. That's where financial planning comes in. Financial planning is [...]

Financial Planning – Get the Big Picture for You and Your Family2022-12-14T11:44:26-08:00

Understanding Capital Gains Tax (for investors)

2022-12-02T10:41:25-08:00

Capital Gains Tax Overview (for all investors) As an investor, you may be impacted by capital gains if you sell your investment – whether at a gain or loss. Understanding capital gains may help with your overall investment strategy and the potential to preserve your wealth. Below are a few insights into capital gains [...]

Understanding Capital Gains Tax (for investors)2022-12-02T10:41:25-08:00
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