The price of a bond can change over time, and there are many factors that can impact bond prices. In this blog, we will explore some of the key factors that affect bond prices.
Continue readingWhat Causes Bond Prices To Rise And Fall?
Understanding The Tax Efficiency Of Your Investments
As an investor, one of the most critical aspects of managing your finances is understanding the tax implications of your investments. Let’s explore how tax-efficient your investments are and what strategies you can employ to optimize your retirement income.
Continue readingCommon Estate Planning Mistakes And How To Avoid Them
Here’s a closer look at the six most common estate planning mistakes and how you can sidestep them.
Continue readingDownsizing After Retirement: Is it Right for You?
Downsizing is a common path many retirees consider, whether for financial reasons, lifestyle changes, or simply the desire for a fresh start. But is downsizing the right move for you?
Continue readingSpring Cleaning Your Retirement Plan: 5 Steps to Refresh Your Finances for 2025
Spring is the perfect time to refresh more than just your home—your retirement plan deserves a tune-up too! Here are five practical steps to ensure your financial roadmap still fits your lifestyle. From reassessing your goals and optimizing taxes to rebalancing investments and securing your legacy, this guide helps retirees take control with confidence.
Continue readingJanuary 2025 Financial Market Update
The S&P 500 rose to an all-time high in the fourth quarter and extended 2024 gains as the election results raised expectations for tax cuts and other pro-growth policies in 2025, while the economy remained on solid footing and the Fed continued to cut interest rates.
Continue readingNavigating Holiday Conversations About Finances: Practical Tips for Every Generation
The holiday season brings cherished moments of connection as families gather to celebrate and create memories. Amid the joy and togetherness, these gatherings also present an opportunity to engage in meaningful conversations about personal finances. While money can be a sensitive topic, approaching it thoughtfully can foster understanding, encouragement, and preparation across generations.
Continue readingOctober 2024 Financial Market Update
Markets were volatile in the third quarter as investors faced political turmoil and increased uncertainty about future economic growth, but the return of Fed rate cuts and solid corporate earnings helped to offset those political and economic anxieties, and the S&P 500 hit another new all-time high and finished the quarter with strong gains.
Continue readingManaging the Transition to Retirement
The transition to retirement is a significant life event filled with opportunities and challenges. By making thoughtful decisions, maintaining strong relationships, planning for uncertainties, and prioritizing your health and legal affairs, you can navigate this new phase with confidence.
Continue readingNavigating Capital Gains from Appreciated Stock During Retirement
Understanding how capital gains impact your income taxes, Medicare premiums, and Social Security benefits is essential for effective retirement planning.
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