Ready to start the new year focusing on your financial well-being? Here’s a simple month-by-month list to get started and stay on track for 2025. January – Draft a budget. Review last year’s expenses and see where you can improve for the new year....
Is Santa Claus coming to Wall Street this year? December tends to be a cheerful month for stock prices, which has some investors keeping an eye out for a late-year visit from Santa. As you can see from the chart, since 1950, December has...
For many retirees, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America’s splendor than one of our over 400 National Park Service sites? For over a century, generations of retirees have...
There are many financial strategies to consider throughout the year with your financial advisor and tax accountant. By the end of the year, we know more about next year’s numbers, and we not only strategize for this year, but also the year to come....
Social Security beneficiaries will see a 2.5% increase in their benefit payments in 2025, according to the Social Security Administration. The annual cost of living (COLA) adjustment will affect more than 72.5 million Social Security and Supplemental Security Income (SSI) beneficiaries. This year, Social...
October is Cybersecurity Awareness Month and a timely and important opportunity to revisit the everchanging cybersecurity landscape. Fraud and cybercrime are serious threats, so constant vigilance is key. Our firm plays an important role in helping safeguard your assets, but you can also take action yourself...
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