The Potential Hidden Costs of Inflation

The Potential Hidden Costs of Inflation

You’ve probably heard about or experienced the effects of inflation – everyday items can cost more, and the monthly inflation numbers make the news. While the increased costs we see on a regular basis can have an impact on our finances, there may be some potential...
Where Could Interest and Tax Rates Be Headed?

Where Could Interest and Tax Rates Be Headed?

Are you aware of the latest news that could affect your money? We recently heard from Federal Reserve Chairman Powell regarding interest rates, plus the Biden administration released a “Green Book” outlining some potential tax-increasing measures. There are several...
How Would You Handle a Retirement Curveball?

How Would You Handle a Retirement Curveball?

Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there are events that can upend your retirement if you’re not prepared. Have a plan for handling retirement...
Plan for the Tax Rates of the Future

Plan for the Tax Rates of the Future

Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which can be taxed. And while we know what the tax rates are now, we don’t know what they’ll be in 10 or 20 years – or even one year from now. This...