Weathering Market Volatility: Why Staying the Course Pays Off
We hope you’re doing well. With the recent market fluctuations, we wanted to take a moment to check in and offer some perspective.
Understanding the 2025 Retirement Savings Contribution Changes
The IRS has recently changed the limits for contribution for retirement savings accounts for 2025. Below are the new limits:
Understanding Annuities: An Guide on How An Annuity Works
An annuity is a contract with a company that provides a specified sum of money for a specified period of time, based on a number of variables. One thing everyone can agree on regarding annuities is that there are many, many different types of annuities. In addition
My Employer Sent Me a Packet About My Pension
In today’s ever-changing retirement landscape, many employers are deciding what to do with their defined benefit plan or pension. Employers are opting to provide their employees with a defined
Six Reasons To Start An Emergency Fund
Beneficiaries come into play when thinking about who your assets will go to–things such as money in the bank, retirement accounts, investments, and life insurance policies. Put simply; a beneficiary is the person (or people) you name to inherit
End of Year Financial Checklist
As the end of the year closes in, now is a great time to take inventory of your finances and make a list of steps you need to take to end the year on a strong financial note.
Market Update: as of August 16, 2019
The Markets (as of market close August 16, 2019) Volatility is the best term to describe stocks last week. Despite a Friday surge, each of the benchmark indexes listed here fell for the third consecutive week. Wednesday proved to be the most tumultuous day, as stocks suffered a major pullback. Long-term bond yields plunged below […]
New Sign
Our new sign was installed in our office today. It is hanging on the wall behind our reception desk. The creation was made by Brooks Anderson, Artifact Timber. You can check out his website, Artifact Timber. Stop and see it in person.