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INVEST FOR YOUR FUTURE!
When Should I Shred it?
Understanding Document Retention PeriodsProper document retention is more than just a matter of decluttering—it's a critical component of financial management, legal compliance, and identity protection. Whether you're an individual taxpayer or a business owner,...
The US-China Trade War – Impacts on Global Markets and Futures
IntroductionOver the past several years, the US-China trade war has evolved from a policy dispute into a significant economic force with global implications. What started in 2018 as a modest tariff increase has now escalated into a full-blown trade conflict that...
Inflation – What it Means for Retirement Savings
Remember when a gallon of gas was just $0.63? That was back in 1978! Times have changed, and with rising prices, inflation is something on many minds. It's important to protect your savings from losing value during inflationary times. Inflation unquestionably affects...
Understanding the Social Security Fairness Act (H.R. 82)
The Social Security Fairness Act, also known as H.R. 82, is a significant piece of legislation that has garnered widespread attention and support. Signed into law on January 5, 2025, this act aims to address long-standing issues related to Social Security benefits for...
2024 U.S. Equities Review & Results
2024 was a predominantly smooth year overall, with some brief periods of volatility along the way, courtesy of the Japanese Yen and some concerns about economic growth here at home. More recently, we saw a quick surge in volatility in December on a less rate-cut...
Retirement Tips
Navigating Retirement: An Overview for Military Personnel, Federal Employees, and VeteransRetirement marks an exciting yet complex phase, particularly for military personnel, federal employees, and veterans. With unique benefits at your disposal, crafting a strategic...
When is the Right Time to Begin Working with A Financial Planning Professional?
“I don’t have enough money to get a financial planner,” goes the common lament. However, the notion that financial planning is only for the rich is misguided. While it is true that some advisors charge more than others for regular visits, a CERTIFIED FINANCIAL...
What Veterans Should Know About Financial Planning
As an Air Force veteran, I was taught in the military that “planning is the art and science of understanding a situation, envisioning a desired future and laying out effective ways of bringing that future about.” Regardless of which branch of service you may have...
Financial Planning Tips For Reservist Called to Active Duty
Having spent more than two decades in the Massachusetts Air National Guard and having been deployed on multiple occasions, I’ve learned from each period of family separation. The ability to embrace the unknown, control what can be controlled and ultimately adapt to...