Big question: how’s the economy doing? With the year more than half over and markets on a spree, it’s an important question to consider. Let’s dig into the latest data and find out. Inflation continues its downward spiral. The latest data for June shows that inflation fell for the 12th month in a row to an annual rate of 3%.1 That’s a significant improvement from June of last year when inflation soared to 9.1%.… Read More
A million dollars used to be the ultimate target for retirement portfolios.  Retiring as a millionaire brought status and confidence that you could live comfortably during your golden years. If you retired with $1 million in 1970, you probably wouldn’t have to worry about your nest egg running out, even with a lavish lifestyle.… Read More
ONE 3 ways you can profit from rising inflation As the cost of everything from groceries to gas goes up, many Americans are feeling the pressure of rising inflation.  But there’s good news. You may be able to profit from rising inflation.… Read More
source: Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results. This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.… Read More
You’re interested in taking control of your money, but you find yourself in situations like: Sitting quietly while the men talk about money (maybe even yours), worried you’ll sound silly if you speak up Watching the news and wishing you knew more, but the whole financial world feels so complex and intimidating Not wanting to become one of those women who gets taken for all her savings You’re good at what you do (hobbies, career, and running your busy life), but feeling in control of your financial life feels so out of reach and overwhelming.… Read More
What do you really know about taxes? How familiar are you with the basics? What about the intricacies? It’s no secret most of us aren’t tax pros. Many of us have some pretty big knowledge gaps when it comes to key tax issues, like different tax brackets, charitable giving, and tax liabilities.… Read More
Planning financially for retirement can help make aging more comfortable Yes, there are good things about being old, such as increased happiness, less stress, better marriages and deeper friendships. You seldom hear that: People tend to focus on the negatives of aging.… Read More
What if you could give any child in your life a brighter financial future without spending a single penny? What if it only took the right words? Believe it or not, that IS possible. Talking to children about money now can pay off in a big way later.… Read More
January is Financial Wellness Month While we all intuitively know that simple, daily actions can have a big impact on our health, sometimes a few reminders can be helpful. For example, we know that we should: Drink more water; Eat more fruits and vegetables; Ensure we get enough sleep; Exercise regularly; and Take time to be still.… Read More
New Year, New You? Many of us try for a fresh start around the New Year – and most of us don’t achieve it. In fact, it only takes a month or so for most of us to abandon that fresh start, even if we really want it.1 What if our slip-ups weren’t failures but, instead, just our first tries – or latest attempts – at a fresh start?… Read More