Megan Sperry

Medicare: Open Enrollment and Financial Planning

Autumn is upon us. School is back in session, Monday night football is back, pumpkin spice flavors everything, and open…

2 weeks ago

What is The Santa Claus Rally?

Is Santa Claus coming to Wall Street this year? December tends to be a cheerful month for stock prices, which…

10 months ago

Retiring Wild: National Parks and You

For many retirees, finding time to experience nature can be one of the greatest pleasures in  retirement. And what better…

10 months ago

Year End Tax and Giving Strategies for 2024

There are many financial strategies to consider throughout the year with your financial advisor and tax accountant. By the end…

11 months ago

Social Security COLA 2025

Social Security beneficiaries will see a 2.5% increase in their benefit payments in 2025, according to the Social Security Administration.…

12 months ago

Cybersecurity Awareness Month

October is Cybersecurity Awareness Month and a timely and important opportunity to revisit the everchanging cybersecurity landscape.  Fraud and cybercrime are serious…

12 months ago

Wealth Analytics: How Much Do You Need To Retire?

I don’t know about you, but every time I see headlines that say, “Top 10 Reasons” or “How Much Do…

1 year ago

Unlocking the Benefits of a Bond Ladder for Your Portfolio

After more than a year of interest rate hikes by the Federal Reserve, bond yields have risen to levels not…

2 years ago

FedNow® Service: Instant Payments for American Households and Businesses

In today's fast-paced world, the need for quicker, more efficient payment methods has become increasingly essential. The Federal Reserve announced…

2 years ago

Share Buybacks: Mega Corporations are Betting on Themselves

Corporations bet on themselves by making strategic decisions that are aimed at increasing the company's value over the long term.…

3 years ago