Seniors

Market Performance Remains a Tale of Haves and Have-Nots

2024-07-17T15:26:44-07:00

The S&P 500 strung together 37 record highs this year aboard an 18.1% rally, as of July 10. The advance has largely been powered by a handful of mega cap names tied to technology and/or artificial intelligence. In fact, six stocks — NVIDIA (NVDA), Microsoft (MSFT), Apple (AAPL), Amazon (AMZN), Meta (META), and Alphabet [...]

Market Performance Remains a Tale of Haves and Have-Nots2024-07-17T15:26:44-07:00

Stock Market Forecast: Double Digit Earnings Growth on Tap

2024-07-16T14:30:32-07:00

With stock valuations elevated after such a strong first half, earnings growth will be key to holding, or potentially building on these gains. LPL Research believes stocks have gotten a bit over their skis, but earnings season may not be the catalyst for a pullback in the near term given all signs point to another [...]

Stock Market Forecast: Double Digit Earnings Growth on Tap2024-07-16T14:30:32-07:00

Medicare A, B, C, and D – Making Sense of it all

2024-05-09T15:22:49-07:00

With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how they impact your healthcare costs. Medicare is available to virtually all U.S. citizens and legal residents 65 years of age and over who have previously worked and paid U.S. taxes or who [...]

Medicare A, B, C, and D – Making Sense of it all2024-05-09T15:22:49-07:00

Tax Changes Coming for 2025

2023-09-22T10:51:23-07:00

Hold onto your hats, folks, because big tax changes are making their grand entrance! Spoiler Alert: taxes are going up! Guess what? Starting in 2025, prescription drug prices are getting a bit of a makeover. Picture this: a fancy price cap on prescription meds! If you're on Medicare, here's the lowdown: they're proposing a [...]

Tax Changes Coming for 20252023-09-22T10:51:23-07:00

Moving Back in With Parents After Living Independently

2022-06-22T09:43:24-07:00

Baby Boomers and Their “Boomerang” Children In recent years, many Baby Boomers have witnessed a growing trend: Their children are moving back home after graduating from college. I have many clients facing this right now. In part, the return of the “boomerang” children to the nest may be due to the high cost of [...]

Moving Back in With Parents After Living Independently2022-06-22T09:43:24-07:00

Time for a Year End Financial Maintenance Check

2022-01-07T10:51:20-08:00

Perform this five-point inspection to help keep your retirement plan’s motor running smoothly Just like with a car, it’s a good idea to perform some annual maintenance on your retirement plan. Here’s a five-point inspection guide to help you continue to get good mileage out of your plan and ensure it stays reliable on [...]

Time for a Year End Financial Maintenance Check2022-01-07T10:51:20-08:00

Money Well Spent – Getting a Spending Plan Can Pay Off Big

2021-12-27T14:31:42-08:00

A fresh approach to spending can help put some sizzle in your retirement savings Despite all the budgeting and cash flow tracking apps available, many people still struggle to manage their spending habits on a daily basis. What if there was a simple blueprint you could follow that could help you manage the way [...]

Money Well Spent – Getting a Spending Plan Can Pay Off Big2021-12-27T14:31:42-08:00
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