News

23
May

Who Hurts the Most From Inflation?

Inflation is at a forty-year high, and everyone is paying higher prices as inflation erodes the average person’s purchasing power. But who hurts the most from inflation?.

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16
May

Two Significant Risks to Your Retirement Plan (and How to Mitigate Them)

With today’s high inflation and rising interest rates, some retirement plans may be at risk due to assets depleting prematurely due to these factors. Today’s economic conditions are much worse than coming out of the Great Depression when the U.S. experienced inflation, high-interest rates, historical debt, and tax levels when tax rates were above 40% for over 40 years (1940-1981). Here’s an explanation of two significant risks to your retirement plan: inflation risk and interest rate risk.

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9
May

3 Ways Rising Interest Rates and Inflation Impacts You

Interest rates are rising as Fed officials dred raised rates by a quarter-point in March 2022 to a target range of 0.25% to 0.5%. Their median forecast signaled that they expect to lift rates to 1.9% by the end of 2022 and to 2.8% by 2023.

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2
May

A Volatile Stock Market: What Can Investors Do?

COVID-19, inflation and the Ukrainian war have all contributed to a volatile stock market in recent weeks. Volatility will continue as usual while one sector is experiencing profitability, another is declining, resulting in declining stock market valuations. For investors, the up and down performance creates market risk but is part of the underlying economic fundamentals of our U.S. stock market system:

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25
Apr

5 Ways to Reduce Your Carbon Footprint & Invest in Our Planet

Going green, recycling, buying local, and energy-efficient appliances likely come to mind first when you think about reducing your carbon footprint and investing in our planet. However, the way you bank and handle your money can also help the environment. Here are five easy ways to reduce your carbon footprint through your finances.

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18
Apr

How You Can Achieve a Stress-Free Retirement

Contrary to popular belief, retirement doesn’t always mean a stress-free lifestyle. It’s pretty standard for retirees to face stress from new challenges and worries. The good news is there are steps you can take to achieve a stress-free retirement and enjoy a happy and fulfilling life away from the working world. Here are some tips to help you achieve a stress-free retirement as you prepare:

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11
Apr

Tax Changes ‘Self-filers’ Need to Know Before Filing 2021 Taxes

If you are self-filing your 2021 taxes, you may want to double-check. Make sure you don’t miss out on any tax changes. While some deductions will be the same this year, there are other significant changes due to the COVID-19 stimulus plans over the past two years. Here are a few specific tax-related items for the 2021 tax filing season that may impact you

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4
Apr

Five Great Financial Readings to Guide You Through 2022

Many financial readings can provide you with fresh perspectives on personal finance or strategies you’ve never considered before or inspire you to take charge of your financial future.

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28
Feb

Tax Identity Theft Season (aka Tax Scam Season) is Here

Tax identity theft is when someone uses your Social Security number to steal your tax refund or for work. People often discover tax identity theft when they file their tax returns.

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21
Feb

Five Unique Challenges Entrepreneurs Face

Businesses are rarely successful immediately and often come with stress for entrepreneurs; irregular work hours, lack of operating capital, employee issues, balancing work and family life, etc.

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