Key Financial Data 2022
If you are interested in the new numbers affecting taxes, retirement contributions, health savings, Medicare, and more, please read our download the PDF below to have on hand.
Insights Regarding Inflation
An economic reality on the minds of many these days is inflation. Due to a worldwide pandemic, our economy was largely shut down. Subsequently, money was distributed to the American people to avoid recession. Now the challenge is that as demand...
MFS Webinar Notes
On September 30th we had the chance to host a Zoom webinar with Jason Piper, Director at MFS Investment Management. We hosted a Q&A whereby listeners sent questions via Zoom’s “chat” function, and Brian Mars & Scott Jewett forwarded these questions to Jason....
Capital Group Mid-Year Outlook
The first half of 2021 experienced strong gains for equity investors, as US markets (as measured by the S&P 500) were up 14.4% and International markets (as measured by the MSCI ACWI ex USA Index (USD)) were up 9.2%. Many investors are asking questions like “How...
5 Questions to Ask Yourself 5 Years Before You Retire
Maybe you have been visualizing your dream retirement for years now – more time for golf, the grandkids, and travel. But, retirement is a new stage of life with its own hurdles. There are many things to consider when creating a realistic vision for your retired years....